Kaydan Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Kaydan Wealth Management’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	$367K	Sell	3,778 -33	-0.9%	-$3.3K	0.12%	78
2025 Q4	$366K	Buy	3,811 +191	+5%	+$18.1K	0.11%	78
2025 Q3	$338K	Sell	3,620 -306	-8%	-$27.8K	0.1%	82
2025 Q2	$351K	Buy	+3,926	New	+$335K	0.11%	79
2024 Q3	–	Sell	-197,955	Closed	-$15.5M	–	108
2024 Q2	$15.5M	Sell	197,955 -2,859	-1%	-$226K	5.5%	8
2024 Q1	$16M	Sell	200,814 -4,118	-2%	-$315K	5.47%	7
2023 Q4	$15.4M	Sell	204,932 -2,469	-1%	-$175K	6.28%	6
2023 Q3	$14.3M	Buy	+207,401	New	+$14.9M	5.71%	8

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

Kaydan Wealth Management's EFA Position: Q1 2026 in Review

Kaydan Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.87% in Q1 2026, selling an estimated $3.3K and leaving 3,778 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #78.

Kaydan Wealth Management first reported a position in EFA in Q3 2023 and has held it in 8 quarters since. The position peaked at $16M in Q1 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Kaydan Wealth Management held 3,778 shares of iShares MSCI EAFE ETF worth $367K as of Q1 2026.
Kaydan Wealth Management sold 33 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.3K.
iShares MSCI EAFE ETF made up 0.12% of Kaydan Wealth Management's portfolio in Q1 2026, its #78 holding.
Kaydan Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 8 quarters since.
Kaydan Wealth Management's iShares MSCI EAFE ETF position peaked at $16M in Q1 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.