Landmark Wealth Management (New York)’s iShares MSCI EAFE ETF EFA Stock Holding History

Landmark Wealth Management (New York)’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	$470K	Buy	4,524 +4	+0.1%	+$411	0.11%	118
2026 Q1	$439K	Sell	4,520 -114	-2%	-$11.4K	0.12%	118
2025 Q4	$445K	Sell	4,634 -18	-0.4%	-$1.71K	0.17%	64
2025 Q3	$434K	Sell	4,652 -199	-4%	-$18.1K	0.17%	64
2025 Q2	$434K	Sell	4,851 -636	-12%	-$54.3K	0.18%	63
2025 Q1	$448K	Sell	5,487 -243	-4%	-$19.6K	0.2%	52
2024 Q4	$433K	Buy	5,730 +130	+2%	+$10.3K	0.19%	54
2024 Q3	$468K	Buy	+5,600	New	+$451K	0.2%	52
2024 Q2	–	Sell	-5,613	Closed	-$448K	–	53
2024 Q1	$448K	Sell	5,613 -127	-2%	-$9.71K	0.21%	51
2023 Q4	$432K	Sell	5,740 -390	-6%	-$27.6K	0.21%	50
2023 Q3	$422K	Buy	+6,130	New	+$439K	0.24%	50
2023 Q2	–	Sell	-6,231	Closed	-$446K	–	47
2023 Q1	$446K	Sell	6,231 -1,384	-18%	-$96.8K	0.25%	50
2022 Q4	$500K	Sell	7,615 -693	-8%	-$43.4K	0.36%	46
2022 Q3	$465K	Buy	+8,308	New	+$518K	0.35%	44
2022 Q2	–	Sell	-7,474	Closed	-$550K	–	46
2022 Q1	$550K	Sell	7,474 -3,476	-32%	-$260K	0.29%	46
2021 Q4	$1M	Buy	+10,950	New	+$867K	0.58%	28

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

Landmark Wealth Management (New York)'s EFA Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its iShares MSCI EAFE ETF (EFA) stake by 0.09% in Q2 2026, buying an estimated $411 and bringing the position to 4,524 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #118.

Landmark Wealth Management (New York) first reported a position in EFA in Q4 2021 and has held it in 16 quarters since. The position peaked at $1M in Q4 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Landmark Wealth Management (New York) held 4,524 shares of iShares MSCI EAFE ETF worth $470K as of Q2 2026.
Landmark Wealth Management (New York) bought 4 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $411.
iShares MSCI EAFE ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #118 holding.
Landmark Wealth Management (New York) first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
Landmark Wealth Management (New York)'s iShares MSCI EAFE ETF position peaked at $1M in Q4 2021.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.