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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Medallion Wealth Advisors's EFA Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, selling an estimated $7.6K and leaving 2,953 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #193.

Medallion Wealth Advisors first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Medallion Wealth Advisors held 2,953 shares of iShares MSCI EAFE ETF worth $287K as of Q1 2026.
  • Medallion Wealth Advisors sold 76 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $7.6K.
  • iShares MSCI EAFE ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares MSCI EAFE ETF position peaked at $291K in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.