MV Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

MV Capital Management’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	$32.9K	Hold	317	–	–	﹤0.01%	396
2026 Q1	$30.8K	Buy	+317	New	+$31.7K	﹤0.01%	382
2022 Q3	–	Sell	-1,545	Closed	-$97K	–	683
2022 Q2	$97K	Sell	1,545 -6,496	-81%	-$442K	0.02%	168
2022 Q1	$592K	Buy	+8,041	New	+$601K	0.09%	96
2020 Q1	–	Sell	-593	Closed	-$41K	–	357
2019 Q4	$41K	Buy	593 +263	+80%	+$17.8K	0.01%	168
2019 Q3	$22K	Hold	330	–	–	0.01%	202
2019 Q2	$22K	Hold	330	–	–	0.01%	195
2019 Q1	$21K	Hold	330	–	–	0.01%	188
2018 Q4	$19K	Sell	330 -150	-31%	-$9.37K	0.01%	194
2018 Q3	$33K	Buy	480 +165	+52%	+$11.1K	0.01%	174
2018 Q2	$21K	Hold	315	–	–	0.01%	201
2018 Q1	$22K	Hold	315	–	–	0.01%	199
2017 Q4	$22K	Hold	315	–	–	0.01%	201
2017 Q3	$22K	Hold	315	–	–	0.01%	196
2017 Q2	$21K	Hold	315	–	–	0.01%	202
2017 Q1	$20K	Sell	315 -55	-15%	-$3.33K	0.01%	204
2016 Q4	$21K	Buy	370 +55	+17%	+$3.17K	0.01%	191
2016 Q3	$19K	Buy	315 +150	+91%	+$8.7K	0.01%	194
2016 Q2	$9K	Sell	165 -15,406	-99%	-$886K	﹤0.01%	232
2016 Q1	$890K	Sell	15,571 -37,479	-71%	-$2.07M	0.36%	28
2015 Q4	$3.12M	Buy	53,050 +19,927	+60%	+$1.2M	1.23%	23
2015 Q3	$1.9M	Buy	33,123 +8,790	+36%	+$543K	0.86%	27
2015 Q2	$1.54M	Hold	24,333	–	–	0.63%	34
2015 Q1	$1.56M	Sell	24,333 -228	-0.9%	-$14.4K	0.65%	31
2014 Q4	$1.49M	Buy	+24,561	New	+$1.53M	0.68%	30

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

MV Capital Management's EFA Position: Q2 2026 in Review

MV Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 317 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

MV Capital Management first reported a position in EFA in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.12M in Q4 2015. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

MV Capital Management held 317 shares of iShares MSCI EAFE ETF worth $32.9K as of Q2 2026.
MV Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #396 holding.
MV Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 25 quarters since.
MV Capital Management's iShares MSCI EAFE ETF position peaked at $3.12M in Q4 2015.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.