MBL Wealth
EFA icon

MBL Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

MBL 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
Q3 		$854K Sell
8,216
-24
-0.3% -$2.54K 0.05% 200
2026
Q2 		$856K Sell
8,240
-3,025
-27% -$311K 0.06% 153
2026
Q1 		$1.09M Sell
11,265
-480
-4% -$48K 0.08% 112
2025
Q4 		$1.13M Buy
11,745
+1,295
+12% +$123K 0.09% 112
2025
Q3 		$976K Sell
10,450
-40
-0.4% -$3.64K 0.09% 113
2025
Q2 		$938K Hold
10,490
– – 0.09% 107
2025
Q1 		$857K Hold
10,490
– – 0.09% 106
2024
Q4 		$793K Sell
10,490
-400
-4% -$31.7K 0.08% 106
2024
Q3 		$911K Sell
10,890
-610
-5% -$49.1K 0.1% 98
2024
Q2 		$901K Sell
11,500
-213
-2% -$16.9K 0.1% 98
2024
Q1 		$935K Buy
11,713
+4,000
+52% +$306K 0.11% 93
2023
Q4 		$581K Buy
7,713
+978
+15% +$69.1K 0.07% 108
2023
Q3 		$464K Sell
6,735
-50
-0.7% -$3.58K 0.07% 115
2023
Q2 		$492K Sell
6,785
-165
-2% -$12K 0.07% 110
2023
Q1 		$497K Sell
6,950
-20
-0.3% -$1.4K 0.08% 99
2022
Q4 		$458K Sell
6,970
-240
-3% -$15K 0.09% 106
2022
Q3 		$404K Hold
7,210
– – 0.09% 110
2022
Q2 		$451K Hold
7,210
– – 0.11% 100
2022
Q1 		$531K Buy
+7,210
New +$539K 0.13% 97
2021
Q1 		$547K Sell
7,215
-144,221
-95% -$10.9M 0.19% 80
2020
Q4 		$11M Buy
+151,436
New +$10.4M 4.37% 3

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MBL Wealth's EFA Position: Q3 2026 in Review

MBL Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 0.29% in Q3 2026, selling an estimated $2.54K and leaving 8,216 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #200.

MBL Wealth first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $11M in Q4 2020. 1,833 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • MBL Wealth held 8,216 shares of iShares MSCI EAFE ETF worth $854K as of Q3 2026.
  • MBL Wealth sold 24 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $2.54K.
  • iShares MSCI EAFE ETF made up 0.05% of MBL Wealth's portfolio in Q3 2026, its #200 holding.
  • MBL Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's iShares MSCI EAFE ETF position peaked at $11M in Q4 2020.
  • 1,833 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.