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

M Wealth Management LLC’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	$399K	Hold	4,111	–	–	0.34%	37
2025 Q4	$395K	Hold	4,111	–	–	0.34%	34
2025 Q3	$384K	Hold	4,111	–	–	0.34%	33
2025 Q2	$367K	Hold	4,111	–	–	0.34%	31
2025 Q1	$336K	Hold	4,111	–	–	0.31%	32
2024 Q4	$311K	Buy	+4,111	New	+$326K	0.28%	37

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

M Wealth Management LLC's EFA Position: Q1 2026 in Review

M Wealth Management LLC held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,111 shares worth $399K. The position accounts for 0.34% of the portfolio, ranked #37.

M Wealth Management LLC first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

M Wealth Management LLC held 4,111 shares of iShares MSCI EAFE ETF worth $399K as of Q1 2026.
M Wealth Management LLC left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.34% of M Wealth Management LLC's portfolio in Q1 2026, its #37 holding.
M Wealth Management LLC first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.