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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
Q2 		$17.6K Buy
170
+3
+2% +$309 0.01% 149
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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

MB, Levis & Associates's EFA Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, buying an estimated $309 and bringing the position to 170 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #149.

MB, Levis & Associates first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • MB, Levis & Associates held 170 shares of iShares MSCI EAFE ETF worth $17.6K as of Q2 2026.
  • MB, Levis & Associates bought 3 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $309.
  • iShares MSCI EAFE ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #149 holding.
  • MB, Levis & Associates first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.