Morling Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Morling Financial Advisors’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	$334K	Hold	3,443	–	–	0.1%	53
2025 Q4	$331K	Hold	3,443	–	–	0.1%	56
2025 Q3	$321K	Hold	3,443	–	–	0.11%	57
2025 Q2	$308K	Sell	3,443 -249	-7%	-$21.3K	0.1%	59
2025 Q1	$302K	Buy	3,692 +70	+2%	+$5.64K	0.1%	68
2024 Q4	$274K	Buy	3,622 +309	+9%	+$24.5K	0.1%	63
2024 Q3	$277K	Hold	3,313	–	–	0.11%	59
2024 Q2	$260K	Sell	3,313 -220	-6%	-$17.4K	0.11%	53
2024 Q1	$282K	Sell	3,533 -30	-0.8%	-$2.29K	0.16%	54
2023 Q4	$268K	Buy	3,563 +30	+0.8%	+$2.12K	0.22%	47
2023 Q3	$243K	Hold	3,533	–	–	0.24%	45
2023 Q2	$256K	Hold	3,533	–	–	0.25%	44
2023 Q1	$253K	Hold	3,533	–	–	0.27%	45
2022 Q4	$232K	Buy	3,533 +3,474	+5,888%	+$218K	0.3%	46
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	66
2022 Q2	$4K	Hold	59	–	–	0.01%	71
2022 Q1	$4K	Hold	59	–	–	0.01%	79
2021 Q4	$5K	Buy	+59	New	+$4.67K	﹤0.01%	77

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morling Financial Advisors's EFA Position: Q1 2026 in Review

Morling Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,443 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #53.

Morling Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Morling Financial Advisors held 3,443 shares of iShares MSCI EAFE ETF worth $334K as of Q1 2026.
Morling Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.1% of Morling Financial Advisors's portfolio in Q1 2026, its #53 holding.
Morling Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.