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Millstone Evans Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Millstone Evans 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 		$89.3K Hold
860
– – 0.05% 252
2026
Q1 		$83.5K Sell
860
-200
-19% -$20K 0.05% 250
2025
Q4 		$102K Hold
1,060
– – 0.06% 225
2025
Q3 		$99K Hold
1,060
– – 0.06% 215
2025
Q2 		$94.8K Buy
1,060
+170
+19% +$14.5K 0.06% 208
2025
Q1 		$72.7K Hold
890
– – 0.05% 240
2024
Q4 		$67.3K Buy
+890
New +$70.5K 0.05% 240

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Millstone Evans Group's EFA Position: Q2 2026 in Review

Millstone Evans Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 860 shares worth $89.3K. The position accounts for 0.05% of the portfolio, ranked #252.

Millstone Evans Group first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q4 2025. 1,977 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Millstone Evans Group held 860 shares of iShares MSCI EAFE ETF worth $89.3K as of Q2 2026.
  • Millstone Evans Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Millstone Evans Group's portfolio in Q2 2026, its #252 holding.
  • Millstone Evans Group first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's iShares MSCI EAFE ETF position peaked at $102K in Q4 2025.
  • 1,977 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.