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Navis Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Navis Wealth Advisors’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 		$1.66M Buy
15,993
+164
+1% +$16.9K 0.63% 32
2026
Q1 		$1.54M Buy
15,829
+717
+5% +$71.7K 0.78% 32
2025
Q4 		$1.45M Buy
15,112
+3,499
+30% +$332K 0.61% 37
2025
Q3 		$1.08M Buy
11,613
+1,072
+10% +$97.5K 0.81% 25
2025
Q2 		$942K Buy
10,541
+7,739
+276% +$661K 0.79% 24
2025
Q1 		$229K Sell
2,802
-1,712
-38% -$138K 0.22% 94
2024
Q4 		$341K Buy
+4,514
New +$357K 0.37% 62
2022
Q3 		– Sell
-11,597
Closed -$725K – 84
2022
Q2 		$725K Buy
11,597
+258
+2% +$17.6K 0.78% 27
2022
Q1 		$835K Buy
11,339
+496
+5% +$37.1K 0.74% 29
2021
Q4 		$853K Buy
10,843
+182
+2% +$14.4K 0.72% 32
2021
Q3 		$832K Hold
10,661
– – 0.58% 39
2021
Q2 		$841K Buy
10,661
+138
+1% +$11K 0.71% 32
2021
Q1 		$798K Buy
10,523
+1,921
+22% +$145K 0.62% 36
2020
Q4 		$628K Buy
+8,602
New +$588K 0.57% 41

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Navis Wealth Advisors's EFA Position: Q2 2026 in Review

Navis Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1% in Q2 2026, buying an estimated $16.9K and bringing the position to 15,993 shares worth $1.66M. The position accounts for 0.63% of the portfolio, ranked #32.

Navis Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 14 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Navis Wealth Advisors held 15,993 shares of iShares MSCI EAFE ETF worth $1.66M as of Q2 2026.
  • Navis Wealth Advisors bought 164 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $16.9K.
  • iShares MSCI EAFE ETF made up 0.63% of Navis Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Navis Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 14 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.