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MB, Levis & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

MB, Levis & Associates’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 		$16.2K Hold
167
– – 0.01% 150
2025
Q4 		$16K Buy
167
+3
+2% +$285 0.01% 151
2025
Q3 		$15.3K Buy
+164
New +$14.9K 0.01% 150

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MB, Levis & Associates's EFA Position: Q1 2026 in Review

MB, Levis & Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 167 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #150.

MB, Levis & Associates first reported a position in EFA in Q3 2025 and has held it in 3 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • MB, Levis & Associates held 167 shares of iShares MSCI EAFE ETF worth $16.2K as of Q1 2026.
  • MB, Levis & Associates left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #150 holding.
  • MB, Levis & Associates first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.