Journey Strategic Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Journey Strategic Wealth’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,572	Closed	-$343K	–	841
2025 Q4	$343K	Buy	3,572 +922	+35%	+$87.4K	0.01%	449
2025 Q3	$247K	Buy	+2,650	New	+$241K	0.01%	559
2025 Q1	–	Sell	-16,319	Closed	-$1.23M	–	514
2024 Q4	$1.23M	Buy	+16,319	New	+$1.29M	0.05%	100
2024 Q3	–	Sell	-13,118	Closed	-$1.03M	–	514
2024 Q2	$1.03M	Buy	+13,118	New	+$1.04M	0.04%	87
2022 Q4	–	Sell	-6,938	Closed	-$388K	–	248
2022 Q3	$388K	Buy	+6,938	New	+$432K	0.05%	83

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Strategic Wealth's EFA Position: Q1 2026 in Review

Journey Strategic Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 3,572 shares — an estimated $343K sold.

Journey Strategic Wealth first reported a position in EFA in Q3 2022 and held it in 5 quarters. The position peaked at $1.23M in Q4 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Journey Strategic Wealth reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Journey Strategic Wealth sold 3,572 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $343K.
Journey Strategic Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2022 and held it in 5 quarters.
Journey Strategic Wealth's iShares MSCI EAFE ETF position peaked at $1.23M in Q4 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.