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

Mission 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
2026
Q1 		$5.76M Buy
59,319
+2,965
+5% +$297K 0.12% 96
2025
Q4 		$5.41M Sell
56,354
-675
-1% -$64K 0.11% 105
2025
Q3 		$5.32M Sell
57,029
-589
-1% -$53.5K 0.11% 110
2025
Q2 		$5.15M Buy
57,618
+128
+0.2% +$10.9K 0.11% 115
2025
Q1 		$4.7M Sell
57,490
-1,813
-3% -$146K 0.12% 105
2024
Q4 		$4.48M Sell
59,303
-140
-0.2% -$11.1K 0.1% 104
2024
Q3 		$4.97M Sell
59,443
-1,180
-2% -$94.9K 0.12% 93
2024
Q2 		$4.75M Sell
60,623
-13,171
-18% -$1.04M 0.13% 94
2024
Q1 		$5.89M Buy
73,794
+12,210
+20% +$934K 0.16% 94
2023
Q4 		$4.64M Buy
61,584
+3,417
+6% +$242K 0.15% 84
2023
Q3 		$4.01M Sell
58,167
-1,480
-2% -$106K 0.15% 87
2023
Q2 		$4.32M Sell
59,647
-273
-0.5% -$19.8K 0.16% 80
2023
Q1 		$4.29M Sell
59,920
-632
-1% -$44.2K 0.18% 73
2022
Q4 		$3.97M Sell
60,552
-11,847
-16% -$742K 0.19% 70
2022
Q3 		$4.05M Buy
72,399
+8,542
+13% +$532K 0.21% 59
2022
Q2 		$3.99M Sell
63,857
-8,120
-11% -$553K 0.21% 64
2022
Q1 		$5.3M Buy
71,977
+4,046
+6% +$303K 0.24% 54
2021
Q4 		$5.34M Buy
67,931
+228
+0.3% +$18.1K 0.24% 56
2021
Q3 		$5.28M Sell
67,703
-1,740
-3% -$139K 0.27% 54
2021
Q2 		$5.48M Sell
69,443
-94
-0.1% -$7.47K 0.29% 48
2021
Q1 		$5.28M Sell
69,537
-1,334
-2% -$100K 0.31% 47
2020
Q4 		$5.17M Sell
70,871
-2,409
-3% -$165K 0.32% 46
2020
Q3 		$4.66M Sell
73,280
-3,718
-5% -$238K 0.35% 42
2020
Q2 		$4.69M Sell
76,998
-1,760
-2% -$102K 0.4% 40
2020
Q1 		$4.21M Buy
78,758
+17,986
+30% +$1.14M 0.46% 33
2019
Q4 		$4.22M Buy
60,772
+907
+2% +$61.3K 0.41% 36
2019
Q3 		$3.9M Buy
59,865
+483
+0.8% +$31.1K 0.42% 35
2019
Q2 		$3.9M Sell
59,382
-2,616
-4% -$171K 0.44% 35
2019
Q1 		$4.02M Sell
61,998
-3,632
-6% -$229K 0.47% 33
2018
Q4 		$3.86M Sell
65,630
-10,701
-14% -$668K 0.5% 31
2018
Q3 		$5.19M Sell
76,331
-5,854
-7% -$395K 0.68% 23
2018
Q2 		$5.5M Sell
82,185
-3,256
-4% -$228K 0.81% 17
2018
Q1 		$5.95M Sell
85,441
-3,090
-3% -$220K 0.96% 17
2017
Q4 		$6.22M Sell
88,531
-1,462
-2% -$102K 1.07% 19
2017
Q3 		$6.16M Sell
89,993
-419
-0.5% -$28K 1.13% 17
2017
Q2 		$5.89M Sell
90,412
-719
-0.8% -$46.5K 1.12% 17
2017
Q1 		$5.68M Sell
91,131
-12,776
-12% -$772K 1.1% 17
2016
Q4 		$6M Sell
103,907
-5,119
-5% -$295K 1.19% 16
2016
Q3 		$6.45M Buy
109,026
+8,021
+8% +$465K 1.56% 14
2016
Q2 		$5.64M Sell
101,005
-9,393
-9% -$540K 1.5% 15
2016
Q1 		$6.31M Sell
110,398
-9,040
-8% -$498K 1.7% 14
2015
Q4 		$7.01M Buy
119,438
+28,307
+31% +$1.71M 1.97% 13
2015
Q3 		$5.22M Sell
91,131
-4,696
-5% -$290K 1.58% 15
2015
Q2 		$6.15M Buy
+95,827
New +$6.38M 2.1% 11

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

Mission Wealth Management's EFA Position: Q1 2026 in Review

Mission Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q1 2026, buying an estimated $297K and bringing the position to 59,319 shares worth $5.76M. The position accounts for 0.12% of the portfolio, ranked #96.

Mission Wealth Management first reported a position in EFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.01M in Q4 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Mission Wealth Management held 59,319 shares of iShares MSCI EAFE ETF worth $5.76M as of Q1 2026.
  • Mission Wealth Management bought 2,965 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $297K.
  • iShares MSCI EAFE ETF made up 0.12% of Mission Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Mission Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's iShares MSCI EAFE ETF position peaked at $7.01M in Q4 2015.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.