MBA Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

MBA 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
2026 Q1	$787K	Hold	8,100	–	–	0.3%	66
2025 Q4	$778K	Hold	8,100	–	–	0.31%	66
2025 Q3	$756K	Hold	8,100	–	–	0.32%	64
2025 Q2	$724K	Hold	8,100	–	–	0.33%	65
2025 Q1	$662K	Sell	8,100 -285	-3%	-$23K	0.33%	68
2024 Q4	$634K	Sell	8,385 -4,317	-34%	-$342K	0.32%	65
2024 Q3	$1.06M	Sell	12,702 -1,923	-13%	-$155K	0.51%	48
2024 Q2	$1.15M	Hold	14,625	–	–	0.59%	40
2024 Q1	$1.17M	Sell	14,625 -1,502	-9%	-$115K	0.6%	42
2023 Q4	$1.22M	Sell	16,127 -125	-0.8%	-$8.84K	0.68%	37
2023 Q3	$1.12M	Hold	16,252	–	–	0.69%	34
2023 Q2	$1.18M	Hold	16,252	–	–	0.7%	35
2023 Q1	$1.16M	Hold	16,252	–	–	0.72%	35
2022 Q4	$1.07M	Sell	16,252 -1,698	-9%	-$106K	0.7%	38
2022 Q3	$1M	Sell	17,950 -172	-0.9%	-$10.7K	0.73%	36
2022 Q2	$1.13M	Hold	18,122	–	–	0.78%	36
2022 Q1	$1.33M	Hold	18,122	–	–	0.83%	34
2021 Q4	$1.43M	Buy	18,122 +4,325	+31%	+$343K	0.88%	33
2021 Q3	$1.08M	Hold	13,797	–	–	0.79%	38
2021 Q2	$1.09K	Hold	13,797	–	–	0.51%	39
2021 Q1	$1.05K	Buy	+13,797	New	+$1.04M	0.58%	39

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

MBA Advisors's EFA Position: Q1 2026 in Review

MBA Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 8,100 shares worth $787K. The position accounts for 0.3% of the portfolio, ranked #66.

MBA Advisors first reported a position in EFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

MBA Advisors held 8,100 shares of iShares MSCI EAFE ETF worth $787K as of Q1 2026.
MBA Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.3% of MBA Advisors's portfolio in Q1 2026, its #66 holding.
MBA Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
MBA Advisors's iShares MSCI EAFE ETF position peaked at $1.43M in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.