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 Q2	$789K	Sell	7,600 -500	-6%	-$51.4K	0.27%	73
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	$1.09M	Hold	13,797	–	–	0.51%	39
2021 Q1	$1.05M	Buy	+13,797	New	+$1.04M	0.58%	39

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

MBA Advisors's EFA Position: Q2 2026 in Review

MBA Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.2% in Q2 2026, selling an estimated $51.4K and leaving 7,600 shares worth $789K. The position accounts for 0.27% of the portfolio, ranked #73.

MBA Advisors first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.43M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MBA Advisors held 7,600 shares of iShares MSCI EAFE ETF worth $789K as of Q2 2026.
MBA Advisors sold 500 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $51.4K.
iShares MSCI EAFE ETF made up 0.27% of MBA Advisors's portfolio in Q2 2026, its #73 holding.
MBA Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's iShares MSCI EAFE ETF position peaked at $1.43M in Q4 2021.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.