Liberty Square Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Liberty Square Wealth Partners’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	$369K	Sell	3,554 -178	-5%	-$18.3K	0.09%	91
2026 Q1	$362K	Sell	3,732 -2,936	-44%	-$294K	0.1%	96
2025 Q4	$640K	Sell	6,668 -620	-9%	-$58.8K	0.18%	65
2025 Q3	$680K	Sell	7,288 -347	-5%	-$31.5K	0.21%	67
2025 Q2	$682K	Sell	7,635 -314	-4%	-$26.8K	0.24%	61
2025 Q1	$650K	Hold	7,949	–	–	0.25%	64
2024 Q4	$651K	Buy	+7,949	New	+$630K	0.24%	66

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

Liberty Square Wealth Partners's EFA Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 4.8% in Q2 2026, selling an estimated $18.3K and leaving 3,554 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #91.

Liberty Square Wealth Partners first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q2 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Liberty Square Wealth Partners held 3,554 shares of iShares MSCI EAFE ETF worth $369K as of Q2 2026.
Liberty Square Wealth Partners sold 178 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $18.3K.
iShares MSCI EAFE ETF made up 0.09% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #91 holding.
Liberty Square Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares MSCI EAFE ETF position peaked at $682K in Q2 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.