MPWM Advisory Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

MPWM Advisory Solutions’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	$4.72K	Sell	45 -70	-61%	-$7.2K	﹤0.01%	419
2026 Q1	$11.2K	Sell	115 -19,227	-99%	-$1.92M	0.01%	328
2025 Q4	$1.86M	Buy	19,342 +18,903	+4,306%	+$1.79M	1.03%	20
2025 Q3	$41K	Sell	439 -45	-9%	-$4.09K	0.02%	181
2025 Q2	$43.3K	Buy	484 +6	+1%	+$512	0.03%	173
2025 Q1	$39K	Hold	478	–	–	0.03%	170
2024 Q4	$36.1K	Buy	+478	New	+$37.9K	0.03%	184

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MPWM Advisory Solutions's EFA Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 61% in Q2 2026, selling an estimated $7.2K and leaving 45 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

MPWM Advisory Solutions first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MPWM Advisory Solutions held 45 shares of iShares MSCI EAFE ETF worth $4.72K as of Q2 2026.
MPWM Advisory Solutions sold 70 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.2K.
iShares MSCI EAFE ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #419 holding.
MPWM Advisory Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares MSCI EAFE ETF position peaked at $1.86M in Q4 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.