Medallion Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Medallion Wealth 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	$283K	Sell	2,722 -231	-8%	-$23.8K	0.09%	195
2026 Q1	$287K	Sell	2,953 -76	-3%	-$7.6K	0.09%	193
2025 Q4	$291K	Sell	3,029 -23	-0.8%	-$2.18K	0.1%	193
2025 Q3	$285K	Sell	3,052 -51	-2%	-$4.64K	0.1%	189
2025 Q2	$277K	Sell	3,103 -27	-0.9%	-$2.31K	0.11%	184
2025 Q1	$256K	Buy	3,130 +96	+3%	+$7.74K	0.12%	172
2024 Q4	$230K	Buy	+3,034	New	+$240K	0.11%	172

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

Medallion Wealth Advisors's EFA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 7.8% in Q2 2026, selling an estimated $23.8K and leaving 2,722 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #195.

Medallion Wealth Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q4 2025. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Medallion Wealth Advisors held 2,722 shares of iShares MSCI EAFE ETF worth $283K as of Q2 2026.
Medallion Wealth Advisors sold 231 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.8K.
iShares MSCI EAFE ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares MSCI EAFE ETF position peaked at $291K in Q4 2025.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.