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 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 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

Navis Wealth Advisors's EFA Position: Q1 2026 in Review

Navis Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4.7% in Q1 2026, buying an estimated $71.7K and bringing the position to 15,829 shares worth $1.54M. The position accounts for 0.78% of the portfolio, ranked #32.

Navis Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 13 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Navis Wealth Advisors held 15,829 shares of iShares MSCI EAFE ETF worth $1.54M as of Q1 2026.
Navis Wealth Advisors bought 717 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $71.7K.
iShares MSCI EAFE ETF made up 0.78% of Navis Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Navis Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 13 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.