Latitude Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Latitude 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
2025 Q2	–	Sell	-12,641	Closed	-$1.03M	–	209
2025 Q1	$1.03M	Buy	+12,641	New	+$1.02M	0.6%	41
2024 Q3	–	Sell	-23,282	Closed	-$1.82M	–	193
2024 Q2	$1.82M	Sell	23,282 -2,959	-11%	-$234K	1.11%	18
2024 Q1	$2.1M	Buy	26,241 +1,802	+7%	+$138K	1.31%	14
2023 Q4	$1.84M	Buy	+24,439	New	+$1.73M	1.29%	13
2023 Q3	–	Sell	-28,079	Closed	-$2.04M	–	172
2023 Q2	$2.04M	Buy	+28,079	New	+$2.04M	1.41%	14
2022 Q3	–	Sell	-24,868	Closed	-$1.55M	–	151
2022 Q2	$1.55M	Buy	+24,868	New	+$1.69M	1.43%	16
2021 Q4	–	Sell	-59,933	Closed	-$4.67M	–	306
2021 Q3	$4.67M	Buy	59,933 +41,419	+224%	+$3.31M	1.48%	9
2021 Q2	$1.46M	Buy	18,514 +5,359	+41%	+$426K	1.08%	15
2021 Q1	$1.01M	Buy	+13,155	New	+$991K	0.83%	25

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Latitude Advisors's EFA Position: Q2 2025 in Review

Latitude Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 12,641 shares — an estimated $1.03M sold.

Latitude Advisors first reported a position in EFA in Q1 2021 and held it in 9 quarters. The position peaked at $4.67M in Q3 2021. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Latitude Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Latitude Advisors sold 12,641 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $1.03M.
Latitude Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 9 quarters.
Latitude Advisors's iShares MSCI EAFE ETF position peaked at $4.67M in Q3 2021.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Latitude Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.