MBM Wealth Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

MBM Wealth Consultants’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	–	Sell	-7	Closed	-$680	–	201
2026 Q1	$680	Buy	+7	New	+$700	﹤0.01%	352
2020 Q2	–	Sell	-280	Closed	-$15K	–	212
2020 Q1	$15K	Hold	280	–	–	0.01%	148
2019 Q4	$19K	Hold	280	–	–	0.01%	158
2019 Q3	$18K	Hold	280	–	–	0.01%	151
2019 Q2	$19K	Hold	280	–	–	0.02%	148
2019 Q1	$18K	Sell	280 -20	-7%	-$1.26K	0.02%	151
2018 Q4	$18K	Buy	+300	New	+$18.7K	0.02%	159

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

MBM Wealth Consultants's EFA Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 7 shares — an estimated $680 sold.

MBM Wealth Consultants first reported a position in EFA in Q4 2018 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MBM Wealth Consultants reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 7 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $680.
MBM Wealth Consultants first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 7 quarters.
MBM Wealth Consultants's iShares MSCI EAFE ETF position peaked at $19K in Q4 2019.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.