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Mosaic Family Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Mosaic Family Wealth Partners’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 		$4.58M Sell
44,042
-62
-0.1% -$6.38K 0.31% 50
2026
Q1 		$4.28M Buy
44,104
+458
+1% +$45.8K 0.44% 35
2025
Q4 		$4.19M Sell
43,646
-13
-0% -$1.23K 0.46% 35
2025
Q3 		$4.06M Sell
43,659
-152
-0.3% -$13.8K 0.48% 30
2025
Q2 		$3.92M Sell
43,811
-411
-0.9% -$35.1K 0.5% 29
2025
Q1 		$3.61M Sell
44,222
-198
-0.4% -$16K 0.51% 27
2024
Q4 		$3.36M Sell
44,420
-46
-0.1% -$3.64K 0.48% 29
2024
Q3 		$3.72M Buy
44,466
+347
+0.8% +$27.9K 0.55% 26
2024
Q2 		$3.46M Sell
44,119
-80
-0.2% -$6.34K 0.56% 26
2024
Q1 		$3.53M Sell
44,199
-46
-0.1% -$3.52K 0.58% 27
2023
Q4 		$3.33M Sell
44,245
-256
-0.6% -$18.1K 0.57% 27
2023
Q3 		$3.07M Sell
44,501
-701
-2% -$50.2K 0.61% 23
2023
Q2 		$3.28M Sell
45,202
-209
-0.5% -$15.2K 0.64% 23
2023
Q1 		$3.25M Sell
45,411
-321
-0.7% -$22.5K 0.68% 23
2022
Q4 		$3M Buy
+45,732
New +$2.86M 0.85% 18

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

Mosaic Family Wealth Partners's EFA Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.14% in Q2 2026, selling an estimated $6.38K and leaving 44,042 shares worth $4.58M. The position accounts for 0.31% of the portfolio, ranked #50.

Mosaic Family Wealth Partners first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Mosaic Family Wealth Partners held 44,042 shares of iShares MSCI EAFE ETF worth $4.58M as of Q2 2026.
  • Mosaic Family Wealth Partners sold 62 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.38K.
  • iShares MSCI EAFE ETF made up 0.31% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.