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

Merkkuri 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	–	Sell	-1,944	Closed	-$189K	–	148
2026 Q1	$189K	Buy	+1,944	New	+$195K	0.13%	82
2025 Q1	–	Sell	-3,790	Closed	-$287K	–	84
2024 Q4	$287K	Buy	3,790 +53	+1%	+$4.2K	0.23%	72
2024 Q3	$313K	Hold	3,737	–	–	0.25%	68
2024 Q2	$293K	Buy	+3,737	New	+$296K	0.27%	64

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

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

Merkkuri Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 1,944 shares — an estimated $189K sold.

Merkkuri Wealth Advisors first reported a position in EFA in Q2 2024 and held it in 4 quarters. The position peaked at $313K in Q3 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 1,944 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $189K.
Merkkuri Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
Merkkuri Wealth Advisors's iShares MSCI EAFE ETF position peaked at $313K in Q3 2024.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.