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McCarter Private Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

McCarter Private Wealth Services’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 		$2.76M Sell
26,612
-6,889
-21% -$709K 0.95% 35
2026
Q1 		$3.25M Sell
33,501
-648
-2% -$64.8K 1.41% 19
2025
Q4 		$3.28M Sell
34,149
-94
-0.3% -$8.92K 1.47% 19
2025
Q3 		$3.2M Sell
34,243
-350
-1% -$31.8K 1.64% 21
2025
Q2 		$3.09M Buy
+34,593
New +$2.95M 1.77% 18

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

McCarter Private Wealth Services's EFA Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares MSCI EAFE ETF (EFA) stake by 21% in Q2 2026, selling an estimated $709K and leaving 26,612 shares worth $2.76M. The position accounts for 0.95% of the portfolio, ranked #35.

McCarter Private Wealth Services first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.28M in Q4 2025. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • McCarter Private Wealth Services held 26,612 shares of iShares MSCI EAFE ETF worth $2.76M as of Q2 2026.
  • McCarter Private Wealth Services sold 6,889 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $709K.
  • iShares MSCI EAFE ETF made up 0.95% of McCarter Private Wealth Services's portfolio in Q2 2026, its #35 holding.
  • McCarter Private Wealth Services first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • McCarter Private Wealth Services's iShares MSCI EAFE ETF position peaked at $3.28M in Q4 2025.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.