Long Run Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Long Run Wealth Advisors’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	$591K	Buy	6,150 +552	+10%	+$52.4K	0.11%	73
2025 Q3	$523K	Hold	5,598	–	–	0.1%	75
2025 Q2	$500K	Buy	5,598 +96	+2%	+$8.2K	0.11%	77
2025 Q1	$450K	Hold	5,502	–	–	0.1%	80
2024 Q4	$416K	Buy	5,502 +76	+1%	+$6.02K	0.1%	77
2024 Q3	$454K	Hold	5,426	–	–	0.11%	75
2024 Q2	$425K	Hold	5,426	–	–	0.11%	74
2024 Q1	$433K	Hold	5,426	–	–	0.11%	74
2023 Q4	$409K	Hold	5,426	–	–	0.12%	72
2023 Q3	$374K	Sell	5,426 -225	-4%	-$16.1K	0.12%	70
2023 Q2	$410K	Hold	5,651	–	–	0.13%	74
2023 Q1	$404K	Hold	5,651	–	–	0.14%	76
2022 Q4	$371K	Hold	5,651	–	–	0.13%	78
2022 Q3	$317K	Sell	5,651 -26,901	-83%	-$1.68M	0.13%	78
2022 Q2	$2.03M	Sell	32,552 -2,800	-8%	-$191K	0.79%	35
2022 Q1	$2.6M	Hold	35,352	–	–	0.91%	32
2021 Q4	$2.78M	Buy	+35,352	New	+$2.8M	0.97%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

NMIMC

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

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

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

Long Run Wealth Advisors's EFA Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 9.9% in Q4 2025, buying an estimated $52.4K and bringing the position to 6,150 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #73.

Long Run Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.78M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Long Run Wealth Advisors held 6,150 shares of iShares MSCI EAFE ETF worth $591K as of Q4 2025.
Long Run Wealth Advisors bought 552 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $52.4K.
iShares MSCI EAFE ETF made up 0.11% of Long Run Wealth Advisors's portfolio in Q4 2025, its #73 holding.
Long Run Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
Long Run Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.78M in Q4 2021.
2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.