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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
Q2 		$571K Sell
3,268
-2,225
-41% -$229K 0.38% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Mittelman Wealth Management's EFA Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 41% in Q2 2026, selling an estimated $229K and leaving 3,268 shares worth $571K. The position accounts for 0.38% of the portfolio, ranked #33.

Mittelman Wealth Management first reported a position in EFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $10.4M in Q1 2024. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Mittelman Wealth Management held 3,268 shares of iShares MSCI EAFE ETF worth $571K as of Q2 2026.
  • Mittelman Wealth Management sold 2,225 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $229K.
  • iShares MSCI EAFE ETF made up 0.38% of Mittelman Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Mittelman Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • Mittelman Wealth Management's iShares MSCI EAFE ETF position peaked at $10.4M in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.