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Narus Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Narus Financial Partners’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 		$1.61M Sell
16,561
-325
-2% -$32.5K 0.42% 44
2025
Q4 		$1.62M Sell
16,886
-2,108
-11% -$200K 0.45% 43
2025
Q3 		$1.77M Buy
18,994
+2,800
+17% +$255K 0.49% 40
2025
Q2 		$1.45M Sell
16,194
-6,795
-30% -$580K 0.45% 43
2025
Q1 		$1.88M Buy
22,989
+1,980
+9% +$160K 0.64% 35
2024
Q4 		$1.59M Buy
21,009
+5,253
+33% +$416K 0.54% 39
2024
Q3 		$1.32M Sell
15,756
-330
-2% -$26.6K 0.47% 42
2024
Q2 		$1.26M Sell
16,086
-838
-5% -$66.4K 0.51% 42
2024
Q1 		$1.35M Sell
16,924
-2,170
-11% -$166K 0.58% 36
2023
Q4 		$1.44M Sell
19,094
-1,549
-8% -$109K 0.69% 26
2023
Q3 		$1.42M Buy
20,643
+25
+0.1% +$1.79K 0.73% 26
2023
Q2 		$1.49M Sell
20,618
-277
-1% -$20.1K 0.77% 24
2023
Q1 		$1.49M Sell
20,895
-125
-0.6% -$8.74K 0.81% 25
2022
Q4 		$1.38M Buy
21,020
+529
+3% +$33.1K 0.8% 26
2022
Q3 		$1.15M Hold
20,491
– – 0.73% 25
2022
Q2 		$1.28M Buy
20,491
+9,500
+86% +$647K 0.82% 23
2022
Q1 		$809K Buy
+10,991
New +$822K 0.45% 39
2021
Q1 		$718K Buy
+9,460
New +$712K 0.43% 35
2019
Q4 		$359K Buy
5,164
+1,064
+26% +$71.9K 0.25% 47
2019
Q3 		$267K Hold
4,100
– – 0.2% 59
2019
Q2 		$269K Buy
+4,100
New +$268K 0.21% 57
2017
Q3 		$282K Hold
4,125
– – 0.25% 60
2017
Q2 		$269K Sell
4,125
-500
-11% -$32.4K 0.25% 58
2017
Q1 		$288K Hold
4,625
– – 0.28% 52
2016
Q4 		$267K Buy
+4,625
New +$267K 0.28% 54

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Narus Financial Partners's EFA Position: Q1 2026 in Review

Narus Financial Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q1 2026, selling an estimated $32.5K and leaving 16,561 shares worth $1.61M. The position accounts for 0.42% of the portfolio, ranked #44.

Narus Financial Partners first reported a position in EFA in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.88M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Narus Financial Partners held 16,561 shares of iShares MSCI EAFE ETF worth $1.61M as of Q1 2026.
  • Narus Financial Partners sold 325 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $32.5K.
  • iShares MSCI EAFE ETF made up 0.42% of Narus Financial Partners's portfolio in Q1 2026, its #44 holding.
  • Narus Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's iShares MSCI EAFE ETF position peaked at $1.88M in Q1 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.