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

Mittelman 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 		$534K Buy
+5,493
New +$550K 0.33% 34
2024
Q3 		– Sell
-130,198
Closed -$10.2M – 43
2024
Q2 		$10.2M Hold
130,198
– – 6.61% 4
2024
Q1 		$10.4M Buy
+130,198
New +$9.96M 7.04% 4

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

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

Mittelman Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 5,493 shares worth $534K. The stake represents 0.33% of the portfolio and ranks #34 among its holdings. This is a return to the name: Mittelman Wealth Management previously reported a position in EFA as recently as Q2 2024.

Mittelman Wealth Management first reported a position in EFA in Q1 2024 and has held it in 3 quarters since. The position peaked at $10.4M in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Mittelman Wealth Management held 5,493 shares of iShares MSCI EAFE ETF worth $534K as of Q1 2026.
  • iShares MSCI EAFE ETF was a new Mittelman Wealth Management position in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.33% of Mittelman Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Mittelman Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 3 quarters since.
  • Mittelman Wealth Management's iShares MSCI EAFE ETF position peaked at $10.4M in Q1 2024.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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