N.E.W. Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$125K Buy
1,207
+58
+5% +$5.96K 0.01% 267
2026
Q1
$112K Sell
1,149
-100
-8% -$10K 0.01% 272
2025
Q4
$120K Buy
1,249
+208
+20% +$19.7K 0.01% 259
2025
Q3
$97.2K Hold
1,041
0.01% 249
2025
Q2
$93.1K Hold
1,041
0.01% 246
2025
Q1
$85.1K Buy
+1,041
New +$83.9K 0.01% 297

Other funds holding EFA

N.E.W. Advisory Services's EFA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q2 2026, buying an estimated $5.96K and bringing the position to 1,207 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #267.

N.E.W. Advisory Services first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 1,735 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • N.E.W. Advisory Services held 1,207 shares of iShares MSCI EAFE ETF worth $125K as of Q2 2026.
  • N.E.W. Advisory Services bought 58 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.96K.
  • iShares MSCI EAFE ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #267 holding.
  • N.E.W. Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,735 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.