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 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 $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

MPWM Advisory Solutions's EFA Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 99% in Q1 2026, selling an estimated $1.92M and leaving 115 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #328.

MPWM Advisory Solutions first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

MPWM Advisory Solutions held 115 shares of iShares MSCI EAFE ETF worth $11.2K as of Q1 2026.
MPWM Advisory Solutions sold 19,227 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.92M.
iShares MSCI EAFE ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #328 holding.
MPWM Advisory Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's iShares MSCI EAFE ETF position peaked at $1.86M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.