MASECO Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

MASECO Private Wealth’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	$123K	Buy	1,182 +1,035	+704%	+$106K	﹤0.01%	129
2026 Q1	$14.3K	Hold	147	–	–	﹤0.01%	222
2025 Q4	$14.1K	Buy	+147	New	+$13.9K	﹤0.01%	295
2025 Q3	–	Sell	-147	Closed	-$13.1K	–	344
2025 Q2	$13.1K	Buy	+147	New	+$12.6K	﹤0.01%	304

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

MASECO Private Wealth's EFA Position: Q2 2026 in Review

MASECO Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 704% in Q2 2026, buying an estimated $106K and bringing the position to 1,182 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

MASECO Private Wealth first reported a position in EFA in Q2 2025 and has held it in 4 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MASECO Private Wealth held 1,182 shares of iShares MSCI EAFE ETF worth $123K as of Q2 2026.
MASECO Private Wealth bought 1,035 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $106K.
iShares MSCI EAFE ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #129 holding.
MASECO Private Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.