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MGB Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

MGB Wealth Management’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
2025
Q4 		$2.01M Buy
20,887
+893
+4% +$84.7K 0.58% 40
2025
Q3 		$1.86M Sell
19,994
-1,852
-8% -$168K 0.53% 38
2025
Q2 		$1.95M Sell
21,846
-14,605
-40% -$1.25M 0.64% 33
2025
Q1 		$2.99M Buy
36,451
+35,321
+3,126% +$2.85M 1.08% 16
2024
Q4 		$85.4K Buy
1,130
+65
+6% +$5.15K 0.03% 226
2024
Q3 		$89.1K Hold
1,065
– – 0.03% 220
2024
Q2 		$86.9K Hold
1,065
– – 0.03% 221
2024
Q1 		$85.1K Buy
+1,065
New +$81.5K 0.03% 211

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

MGB Wealth Management's EFA Position: Q4 2025 in Review

MGB Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 4.5% in Q4 2025, buying an estimated $84.7K and bringing the position to 20,887 shares worth $2.01M. The position accounts for 0.58% of the portfolio, ranked #40.

MGB Wealth Management first reported a position in EFA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.99M in Q1 2025. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • MGB Wealth Management held 20,887 shares of iShares MSCI EAFE ETF worth $2.01M as of Q4 2025.
  • MGB Wealth Management bought 893 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $84.7K.
  • iShares MSCI EAFE ETF made up 0.58% of MGB Wealth Management's portfolio in Q4 2025, its #40 holding.
  • MGB Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
  • MGB Wealth Management's iShares MSCI EAFE ETF position peaked at $2.99M in Q1 2025.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.