Kingswood Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Kingswood Wealth Advisors’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	$1.44M	Buy	13,897 +2,049	+17%	+$211K	0.06%	326
2026 Q1	$1.15M	Buy	11,848 +560	+5%	+$56K	0.05%	349
2025 Q4	$1.08M	Sell	11,288 -100	-0.9%	-$9.48K	0.05%	333
2025 Q3	$1.06M	Buy	11,388 +2,691	+31%	+$245K	0.06%	307
2025 Q2	$777K	Buy	8,697 +146	+2%	+$12.5K	0.06%	309
2025 Q1	$699K	Sell	8,551 -4,156	-33%	-$335K	0.06%	321
2024 Q4	$961K	Buy	12,707 +2,669	+27%	+$211K	0.07%	282
2024 Q3	$841K	Buy	10,038 +2,522	+34%	+$203K	0.06%	331
2024 Q2	$589K	Buy	7,516 +1,039	+16%	+$82.3K	0.05%	351
2024 Q1	$517K	Buy	6,477 +15	+0.2%	+$1.15K	0.06%	337
2023 Q4	$487K	Buy	+6,462	New	+$457K	0.06%	351
2023 Q3	–	Sell	-5,440	Closed	-$394K	–	442
2023 Q2	$394K	Buy	+5,440	New	+$395K	0.13%	163

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

Kingswood Wealth Advisors's EFA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, buying an estimated $211K and bringing the position to 13,897 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #326.

Kingswood Wealth Advisors first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Kingswood Wealth Advisors held 13,897 shares of iShares MSCI EAFE ETF worth $1.44M as of Q2 2026.
Kingswood Wealth Advisors bought 2,049 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $211K.
iShares MSCI EAFE ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #326 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.