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

Modern 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	$4.09M	Sell	39,349 -786	-2%	-$80.8K	0.05%	280
2026 Q1	$3.96M	Sell	40,135 -359,152	-90%	-$35.9M	0.07%	225
2025 Q4	$38.3M	Sell	399,287 -87,800	-18%	-$8.33M	0.7%	32
2025 Q3	$45.5M	Sell	487,087 -243,342	-33%	-$22.1M	0.9%	25
2025 Q2	$65.3M	Buy	730,429 +698,840	+2,212%	+$59.7M	1.61%	10
2025 Q1	$2.58M	Buy	31,589 +23,250	+279%	+$1.87M	0.08%	188
2024 Q4	$630K	Sell	8,339 -841,895	-99%	-$66.7M	0.02%	326
2024 Q3	$71.1M	Buy	850,234 +842,161	+10,432%	+$67.8M	4.36%	5
2024 Q2	$632K	Buy	8,073 +5,238	+185%	+$415K	0.05%	190
2024 Q1	$226K	Sell	2,835 -25,266	-90%	-$1.93M	0.02%	272
2023 Q4	$2.12M	Buy	+28,101	New	+$1.99M	0.27%	36

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Modern Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, selling an estimated $80.8K and leaving 39,349 shares worth $4.09M. The position accounts for 0.05% of the portfolio, ranked #280.

Modern Wealth Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.1M in Q3 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Modern Wealth Management held 39,349 shares of iShares MSCI EAFE ETF worth $4.09M as of Q2 2026.
Modern Wealth Management sold 786 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $80.8K.
iShares MSCI EAFE ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #280 holding.
Modern Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's iShares MSCI EAFE ETF position peaked at $71.1M in Q3 2024.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.