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

Liberty Wealth Management’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 		$713K Hold
7,345
– – 0.09% 123
2026
Q1 		$713K Sell
7,345
-224
-3% -$22.4K 0.09% 123
2025
Q4 		$727K Buy
7,569
+57
+0.8% +$5.41K 0.09% 111
2025
Q3 		$701K Buy
7,512
+25
+0.3% +$2.27K 0.1% 106
2025
Q2 		$669K Sell
7,487
-1,164
-13% -$99.4K 0.1% 106
2025
Q1 		$707K Buy
8,651
+31
+0.4% +$2.5K 0.14% 75
2024
Q4 		$652K Buy
8,620
+417
+5% +$33K 0.11% 99
2024
Q3 		$686K Hold
8,203
– – 0.12% 98
2024
Q2 		$643K Buy
8,203
+97
+1% +$7.68K 0.12% 97
2024
Q1 		$647K Buy
8,106
+15
+0.2% +$1.15K 0.13% 91
2023
Q4 		$557K Buy
8,091
+1,725
+27% +$122K 0.12% 92
2023
Q3 		$439K Sell
6,366
-10
-0.2% -$716 0.11% 101
2023
Q2 		$462K Buy
6,376
+15
+0.2% +$1.09K 0.11% 100
2023
Q1 		$455K Buy
+6,361
New +$445K 0.09% 131
2022
Q3 		$321K Sell
5,741
-1,035
-15% -$64.5K 0.09% 103
2022
Q2 		$423K Sell
6,776
-358
-5% -$24.4K 0.17% 88
2022
Q1 		$526K Buy
+7,134
New +$534K 0.19% 74
2021
Q4 		– Sell
-11,912
Closed -$943K – 88
2021
Q3 		$937K Buy
11,912
+3,392
+40% +$271K 0.33% 46
2021
Q2 		$672K Sell
8,520
-2,004
-19% -$159K 0.26% 56
2021
Q1 		$770K Hold
10,524
– – 0.38% 41
2020
Q4 		$770K Sell
10,524
-214
-2% -$14.6K 0.38% 41
2020
Q3 		$684K Buy
10,738
+557
+5% +$35.6K 0.4% 37
2020
Q2 		$620K Sell
10,181
-11,820
-54% -$683K 0.44% 39
2020
Q1 		$1.18M Sell
22,001
-367
-2% -$23.3K 1.03% 20
2019
Q4 		$1.55M Sell
22,368
-2,940
-12% -$199K 1.22% 14
2019
Q3 		$1.65M Sell
25,308
-534
-2% -$34.4K 1.56% 11
2019
Q2 		$1.7M Sell
25,842
-752
-3% -$49.2K 1.49% 10
2019
Q1 		$1.72M Sell
26,594
-159
-0.6% -$10K 1.3% 11
2018
Q4 		$1.57M Buy
+26,753
New +$1.67M 1.17% 13

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
Royal Bank of Canada
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 Wealth Management's EFA Position: Q2 2026 in Review

Liberty Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 7,345 shares worth $713K. The position accounts for 0.09% of the portfolio, ranked #123.

Liberty Wealth Management first reported a position in EFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.72M in Q1 2019. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Liberty Wealth Management held 7,345 shares of iShares MSCI EAFE ETF worth $713K as of Q2 2026.
  • Liberty Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Liberty Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Liberty Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's iShares MSCI EAFE ETF position peaked at $1.72M in Q1 2019.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.