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

Litman Gregory 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
2025
Q4 		$15.8M Sell
164,497
-20,035
-11% -$1.9M 1.15% 24
2025
Q3 		$17.2M Buy
184,532
+4,849
+3% +$441K 1.28% 20
2025
Q2 		$16.1M Sell
179,683
-5,862
-3% -$500K 1.26% 21
2025
Q1 		$15.2M Sell
185,545
-379
-0.2% -$30.5K 1.3% 19
2024
Q4 		$14.1M Sell
185,924
-6,030
-3% -$478K 1.22% 21
2024
Q3 		$16.1M Buy
191,954
+2,256
+1% +$182K 1.34% 21
2024
Q2 		$14.9M Buy
189,698
+12,676
+7% +$1M 1.32% 20
2024
Q1 		$14.1M Buy
177,022
+2,402
+1% +$184K 1.28% 19
2023
Q4 		$13.2M Sell
174,620
-5,502
-3% -$389K 1.25% 19
2023
Q3 		$12.4M Buy
180,122
+1,631
+0.9% +$117K 1.28% 19
2023
Q2 		$12.9M Buy
+178,491
New +$13M 1.62% 15
2023
Q1 		– Sell
-180,585
Closed -$11.9M – 51
2022
Q4 		$11.9M Buy
180,585
+12,928
+8% +$810K 1.66% 15
2022
Q3 		$9.39M Buy
167,657
+9,065
+6% +$565K 1.5% 13
2022
Q2 		$9.91M Buy
158,592
+17,127
+12% +$1.17M 1.46% 14
2022
Q1 		$10.4M Sell
141,465
-1,026
-0.7% -$76.7K 1.52% 14
2021
Q4 		$11.2M Buy
142,491
+569
+0.4% +$45.1K 1.9% 10
2021
Q3 		$11.1M Buy
141,922
+131,287
+1,234% +$10.5M 2.08% 10
2021
Q2 		$10.6M Sell
10,635
-119,081
-92% -$9.46M 1.99% 10
2021
Q1 		$9.84M Buy
129,716
+11,164
+9% +$841K 1.93% 10
2020
Q4 		$8.65M Buy
118,552
+8,131
+7% +$556K 1.59% 12
2020
Q3 		$7.03M Sell
110,421
-672
-0.6% -$43K 1.45% 12
2020
Q2 		$6.76M Buy
111,093
+18,691
+20% +$1.08M 1.49% 12
2020
Q1 		$4.94M Sell
92,402
-38,355
-29% -$2.43M 1.24% 14
2019
Q4 		$9.08M Sell
130,757
-241
-0.2% -$16.3K 2.02% 11
2019
Q3 		$8.54M Buy
130,998
+764
+0.6% +$49.2K 2.09% 11
2019
Q2 		$8.56M Sell
130,234
-6,325
-5% -$414K 2.26% 10
2019
Q1 		$8.86M Buy
136,559
+732
+0.5% +$46.1K 2.41% 10
2018
Q4 		$7.98M Buy
135,827
+58,563
+76% +$3.66M 2.45% 10
2018
Q3 		$5.25M Sell
77,264
-82,928
-52% -$5.6M 1.77% 12
2018
Q2 		$10.9M Buy
160,192
+79,286
+98% +$5.56M 4.31% 6
2018
Q1 		$5.64M Sell
80,906
-4,104
-5% -$293K 2.3% 6
2017
Q4 		$5.98M Buy
85,010
+4,796
+6% +$333K 1.8% 8
2017
Q3 		$5.49M Sell
80,214
-1,354
-2% -$90.5K 2.68% 6
2017
Q2 		$5.32M Sell
81,568
-1,379
-2% -$89.2K 3.02% 6
2017
Q1 		$5.17M Buy
82,947
+12,814
+18% +$775K 3.2% 7
2016
Q4 		$4.05M Buy
70,133
+57,737
+466% +$3.33M 2.72% 8
2016
Q3 		$733K Buy
12,396
+5,759
+87% +$334K 0.53% 14
2016
Q2 		$370K Sell
6,637
-23,225
-78% -$1.34M 0.29% 18
2016
Q1 		$1.71M Sell
29,862
-17,829
-37% -$983K 1.35% 11
2015
Q4 		$2.8M Buy
+47,691
New +$2.87M 2.02% 11
2014
Q3 		– Sell
-111
Closed -$8K – 15
2014
Q2 		$8K Buy
+111
New +$7.61K 0.01% 18

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Litman Gregory Wealth Management's EFA Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q4 2025, selling an estimated $1.9M and leaving 164,497 shares worth $15.8M. The position accounts for 1.15% of the portfolio, ranked #24.

Litman Gregory Wealth Management first reported a position in EFA in Q2 2014 and has held it in 41 quarters since. The position peaked at $17.2M in Q3 2025. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Litman Gregory Wealth Management held 164,497 shares of iShares MSCI EAFE ETF worth $15.8M as of Q4 2025.
  • Litman Gregory Wealth Management sold 20,035 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $1.9M.
  • iShares MSCI EAFE ETF made up 1.15% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #24 holding.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2014 and has held it in 41 quarters since.
  • Litman Gregory Wealth Management's iShares MSCI EAFE ETF position peaked at $17.2M in Q3 2025.
  • 2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.