Montgomery Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Montgomery Financial Services’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	$6.34K	Buy	+61	New	+$6.27K	0.01%	207

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Montgomery Financial Services's EFA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 61 shares worth $6.34K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

2,187 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Montgomery Financial Services held 61 shares of iShares MSCI EAFE ETF worth $6.34K as of Q2 2026.
iShares MSCI EAFE ETF was a new Montgomery Financial Services position in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #207 holding.
2,187 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.