Measured Wealth Private Client Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Measured Wealth Private Client Group’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	$109K	Sell	1,054 -141	-12%	-$14.5K	0.03%	242
2026 Q1	$116K	Hold	1,195	–	–	0.03%	226
2025 Q4	$115K	Hold	1,195	–	–	0.03%	239
2025 Q3	$112K	Buy	+1,195	New	+$109K	0.03%	226
2023 Q4	–	Sell	-3,769	Closed	-$260K	–	183
2023 Q3	$260K	Sell	3,769 -1,050	-22%	-$75.2K	0.1%	139
2023 Q2	$349K	Buy	+4,819	New	+$350K	0.13%	126
2022 Q3	–	Sell	-6,167	Closed	-$385K	–	160
2022 Q2	$385K	Buy	6,167 +3,129	+103%	+$213K	0.17%	92
2022 Q1	$224K	Sell	3,038 -191	-6%	-$14.3K	0.08%	155
2021 Q4	$254K	Sell	3,229 -128	-4%	-$10.1K	0.09%	136
2021 Q3	$262K	Sell	3,357 -732	-18%	-$58.6K	0.1%	132
2021 Q2	$323K	Hold	4,089	–	–	0.1%	128
2021 Q1	$310K	Sell	4,089 -387	-9%	-$29.1K	0.11%	109
2020 Q4	$327K	Sell	4,476 -435	-9%	-$29.7K	0.14%	90
2020 Q3	$313K	Sell	4,911 -636	-11%	-$40.7K	0.15%	84
2020 Q2	$338K	Sell	5,547 -194	-3%	-$11.2K	0.2%	69
2020 Q1	$307K	Sell	5,741 -284	-5%	-$18K	0.24%	58
2019 Q4	$418K	Sell	6,025 -771	-11%	-$52.1K	0.28%	56
2019 Q3	$443K	Sell	6,796 -78	-1%	-$5.03K	0.29%	57
2019 Q2	$452K	Sell	6,874 -266	-4%	-$17.4K	0.26%	74
2019 Q1	$463K	Buy	7,140 +266	+4%	+$16.8K	0.29%	72
2018 Q4	$404K	Buy	6,874 +190	+3%	+$11.9K	0.37%	45
2018 Q3	$454K	Hold	6,684	–	–	0.27%	56
2018 Q2	$447K	Buy	+6,684	New	+$469K	0.36%	49

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

Measured Wealth Private Client Group's EFA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $14.5K and leaving 1,054 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #242.

Measured Wealth Private Client Group first reported a position in EFA in Q2 2018 and has held it in 23 quarters since. The position peaked at $463K in Q1 2019. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Measured Wealth Private Client Group held 1,054 shares of iShares MSCI EAFE ETF worth $109K as of Q2 2026.
Measured Wealth Private Client Group sold 141 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.5K.
iShares MSCI EAFE ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #242 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 23 quarters since.
Measured Wealth Private Client Group's iShares MSCI EAFE ETF position peaked at $463K in Q1 2019.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.