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Leo Wealth LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Leo Wealth LLC’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
Q1 		$1.17M Buy
12,004
+1
+0% +$100 0.08% 166
2025
Q4 		$1.15M Buy
12,003
+8,106
+208% +$769K 0.08% 164
2025
Q3 		$364K Sell
3,897
-2,505
-39% -$228K 0.05% 211
2025
Q2 		$572K Buy
6,402
+2,530
+65% +$216K 0.04% 216
2025
Q1 		$316K Sell
3,872
-4,263
-52% -$344K 0.05% 215
2024
Q4 		$615K Buy
8,135
+18
+0.2% +$1.43K 0.06% 207
2024
Q3 		$679K Hold
8,117
– – 0.06% 189
2024
Q2 		$636K Buy
8,117
+73
+0.9% +$5.78K 0.06% 193
2024
Q1 		$642K Hold
8,044
– – 0.07% 190
2023
Q4 		$615K Buy
+8,044
New +$569K 0.06% 183

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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leo Wealth LLC's EFA Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares MSCI EAFE ETF (EFA) stake by 0.01% in Q1 2026, buying an estimated $100 and bringing the position to 12,004 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #166.

Leo Wealth LLC first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Leo Wealth LLC held 12,004 shares of iShares MSCI EAFE ETF worth $1.17M as of Q1 2026.
  • Leo Wealth LLC bought 1 iShares MSCI EAFE ETF share in Q1 2026, an estimated $100.
  • iShares MSCI EAFE ETF made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #166 holding.
  • Leo Wealth LLC first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.