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 Q2	$381K	Sell	3,665 -113	-3%	-$11.6K	0.12%	82
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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Kaydan Wealth Management's EFA Position: Q2 2026 in Review

Kaydan Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 3% in Q2 2026, selling an estimated $11.6K and leaving 3,665 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #82.

Kaydan Wealth Management first reported a position in EFA in Q3 2023 and has held it in 9 quarters since. The position peaked at $16M in Q1 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Kaydan Wealth Management held 3,665 shares of iShares MSCI EAFE ETF worth $381K as of Q2 2026.
Kaydan Wealth Management sold 113 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.6K.
iShares MSCI EAFE ETF made up 0.12% of Kaydan Wealth Management's portfolio in Q2 2026, its #82 holding.
Kaydan Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 9 quarters since.
Kaydan Wealth Management's iShares MSCI EAFE ETF position peaked at $16M in Q1 2024.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.