Level Four Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Level Four Advisory Services’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	$8.03M	Sell	82,690 -39,541	-32%	-$3.96M	0.26%	92
2025 Q4	$11.7M	Buy	122,231 +58,411	+92%	+$5.54M	0.38%	49
2025 Q3	$5.96M	Sell	63,820 -10	-0%	-$909	0.2%	134
2025 Q2	$5.71M	Sell	63,830 -23,618	-27%	-$2.02M	0.21%	136
2025 Q1	$7.15M	Sell	87,448 -113,718	-57%	-$9.17M	0.29%	90
2024 Q4	$15.2M	Buy	201,166 +138,742	+222%	+$11M	0.62%	25
2024 Q3	$4.95M	Buy	62,424 +13,352	+27%	+$1.07M	0.21%	142
2024 Q2	$3.84M	Sell	49,072 -17,212	-26%	-$1.36M	0.17%	167
2024 Q1	$4.99M	Buy	66,284 +3,228	+5%	+$247K	0.27%	89
2023 Q4	$4.75M	Buy	63,056 +12,847	+26%	+$908K	0.27%	96
2023 Q3	$3.46M	Sell	50,209 -2,326	-4%	-$167K	0.22%	121
2023 Q2	$3.81M	Buy	52,535 +171	+0.3%	+$12.4K	0.23%	106
2023 Q1	$3.75M	Sell	52,364 -4,392	-8%	-$307K	0.25%	101
2022 Q4	$3.73M	Buy	56,756 +8,294	+17%	+$520K	0.28%	89
2022 Q3	$2.71M	Sell	48,462 -28,930	-37%	-$1.8M	0.26%	97
2022 Q2	$4.84M	Sell	77,392 -382	-0.5%	-$26K	0.46%	48
2022 Q1	$5.72M	Sell	77,774 -9,676	-11%	-$724K	0.45%	49
2021 Q4	$6.88M	Buy	87,450 +13,324	+18%	+$1.06M	0.52%	36
2021 Q3	$5.78M	Buy	74,126 +2,729	+4%	+$218K	0.6%	32
2021 Q2	$5.63M	Sell	71,397 -91	-0.1%	-$7.23K	0.39%	53
2021 Q1	$5.42M	Sell	71,488 -18,034	-20%	-$1.36M	0.42%	48
2020 Q4	$6.53M	Buy	89,522 +693	+0.8%	+$47.4K	0.52%	42
2020 Q3	$5.65M	Buy	88,829 +520	+0.6%	+$33.3K	0.44%	50
2020 Q2	$5.38M	Sell	88,309 -347	-0.4%	-$20.1K	0.42%	53
2020 Q1	$4.74M	Sell	88,656 -11,441	-11%	-$726K	0.57%	34
2019 Q4	$11.6M	Buy	100,097 +159	+0.2%	+$10.7K	0.46%	65
2019 Q3	$6.52M	Sell	99,938 -3,079	-3%	-$198K	0.67%	25
2019 Q2	$6.77M	Sell	103,017 -1,153	-1%	-$75.5K	0.68%	23
2019 Q1	$6.76M	Sell	104,170 -9,953	-9%	-$627K	0.74%	21
2018 Q4	$6.71M	Buy	114,123 +9,245	+9%	+$577K	0.84%	17
2018 Q3	$7.13M	Sell	104,878 -1,622	-2%	-$110K	0.77%	21
2018 Q2	$7.13M	Sell	106,500 -2,315	-2%	-$162K	0.52%	44
2018 Q1	$7.58M	Sell	108,815 -61,708	-36%	-$4.4M	0.59%	37
2017 Q4	$12M	Buy	170,523 +9,073	+6%	+$631K	0.93%	16
2017 Q3	$11.1M	Buy	161,450 +40,802	+34%	+$2.73M	0.98%	17
2017 Q2	$7.46M	Sell	120,648 -301	-0.2%	-$19.5K	1.15%	11
2017 Q1	$7.48M	Buy	120,949 +11,863	+11%	+$717K	0.76%	25
2016 Q4	$6.3M	Buy	+109,086	New	+$6.29M	0.8%	23

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

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

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

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

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

NMIMC

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

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

Level Four Advisory Services's EFA Position: Q1 2026 in Review

Level Four Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 32% in Q1 2026, selling an estimated $3.96M and leaving 82,690 shares worth $8.03M. The position accounts for 0.26% of the portfolio, ranked #92.

Level Four Advisory Services first reported a position in EFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.2M in Q4 2024. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Level Four Advisory Services held 82,690 shares of iShares MSCI EAFE ETF worth $8.03M as of Q1 2026.
Level Four Advisory Services sold 39,541 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.96M.
iShares MSCI EAFE ETF made up 0.26% of Level Four Advisory Services's portfolio in Q1 2026, its #92 holding.
Level Four Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's iShares MSCI EAFE ETF position peaked at $15.2M in Q4 2024.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.