Moss Adams Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Moss Adams Wealth 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	$238K	Hold	2,450	–	–	0.02%	243
2025 Q4	$235K	Hold	2,450	–	–	0.02%	231
2025 Q3	$229K	Hold	2,450	–	–	0.02%	224
2025 Q2	$219K	Sell	2,450 -442	-15%	-$37.7K	0.02%	235
2025 Q1	$236K	Hold	2,892	–	–	0.02%	182
2024 Q4	$219K	Hold	2,892	–	–	0.02%	188
2024 Q3	$242K	Hold	2,892	–	–	0.03%	173
2024 Q2	$227K	Hold	2,892	–	–	0.03%	156
2024 Q1	$231K	Buy	+2,892	New	+$221K	0.04%	132
2023 Q4	–	Sell	-442	Closed	-$30.5K	–	130
2023 Q3	$30.5K	Hold	442	–	–	0.01%	127
2023 Q2	$32K	Hold	442	–	–	0.01%	113
2023 Q1	$31.6K	Hold	442	–	–	0.01%	121
2022 Q4	$29K	Buy	+442	New	+$27.7K	0.01%	133

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

Moss Adams Wealth Advisors's EFA Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,450 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #243.

Moss Adams Wealth Advisors first reported a position in EFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $242K in Q3 2024. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Moss Adams Wealth Advisors held 2,450 shares of iShares MSCI EAFE ETF worth $238K as of Q1 2026.
Moss Adams Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #243 holding.
Moss Adams Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Moss Adams Wealth Advisors's iShares MSCI EAFE ETF position peaked at $242K in Q3 2024.
2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.