KWB Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

KWB 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 Q2	$540K	Hold	5,201	–	–	0.05%	109
2026 Q1	$499K	Hold	5,201	–	–	0.05%	97
2025 Q4	$499K	Buy	+5,201	New	+$493K	0.05%	104

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

KWB Wealth's EFA Position: Q2 2026 in Review

KWB Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,201 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #109.

KWB Wealth first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

KWB Wealth held 5,201 shares of iShares MSCI EAFE ETF worth $540K as of Q2 2026.
KWB Wealth left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #109 holding.
KWB Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.