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

Kingsview 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
2018
Q4 		– Sell
-2,500
Closed -$1K – 394
2018
Q3 		$1K Buy
+2,500
New +$169K ﹤0.01% 389

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

Kingsview Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $486K and leaving 33,668 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #426.

Kingsview Wealth Management first reported a position in EFA in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.73M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Kingsview Wealth Management held 33,668 shares of iShares MSCI EAFE ETF worth $3.5M as of Q2 2026.
  • Kingsview Wealth Management sold 4,729 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $486K.
  • iShares MSCI EAFE ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's iShares MSCI EAFE ETF position peaked at $3.73M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.