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Morris Financial Concepts’s iShares MSCI EAFE ETF EFA Stock Holding History

Morris Financial Concepts’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 		$2.84M Sell
27,293
-1,212
-4% -$125K 0.87% 22
2026
Q1 		$2.77M Sell
28,505
-1,708
-6% -$171K 0.94% 21
2025
Q4 		$2.9M Buy
30,213
+29
+0.1% +$2.75K 1.02% 20
2025
Q3 		$2.82M Buy
30,184
+3,651
+14% +$332K 1.02% 18
2025
Q2 		$2.37M Sell
26,533
-944
-3% -$80.6K 0.94% 19
2025
Q1 		$2.25M Buy
27,477
+3,634
+15% +$293K 0.94% 17
2024
Q4 		$1.8M Buy
23,843
+2,763
+13% +$219K 0.77% 21
2024
Q3 		$1.76M Buy
21,080
+936
+5% +$75.3K 0.76% 24
2024
Q2 		$1.58M Buy
20,144
+246
+1% +$19.5K 0.76% 25
2024
Q1 		$1.59M Sell
19,898
-785
-4% -$60K 0.81% 23
2023
Q4 		$1.56M Buy
20,683
+90
+0.4% +$6.36K 0.89% 25
2023
Q3 		$1.42M Sell
20,593
-278
-1% -$19.9K 0.94% 25
2023
Q2 		$1.51M Sell
20,871
-1,322
-6% -$96K 0.98% 22
2023
Q1 		$1.59M Sell
22,193
-2,638
-11% -$185K 1.12% 20
2022
Q4 		$1.63M Sell
24,831
-4,999
-17% -$313K 1.32% 17
2022
Q3 		$1.67M Sell
29,830
-14,071
-32% -$877K 1.73% 14
2022
Q2 		$2.74M Buy
43,901
+3,698
+9% +$252K 2.61% 8
2022
Q1 		$2.96M Buy
40,203
+6,006
+18% +$449K 2.47% 11
2021
Q4 		$2.69M Buy
+34,197
New +$2.71M 2.24% 12

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

Morris Financial Concepts's EFA Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares MSCI EAFE ETF (EFA) stake by 4.3% in Q2 2026, selling an estimated $125K and leaving 27,293 shares worth $2.84M. The position accounts for 0.87% of the portfolio, ranked #22.

Morris Financial Concepts first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96M in Q1 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Morris Financial Concepts held 27,293 shares of iShares MSCI EAFE ETF worth $2.84M as of Q2 2026.
  • Morris Financial Concepts sold 1,212 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $125K.
  • iShares MSCI EAFE ETF made up 0.87% of Morris Financial Concepts's portfolio in Q2 2026, its #22 holding.
  • Morris Financial Concepts first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares MSCI EAFE ETF position peaked at $2.96M in Q1 2022.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.