New England Private Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

New England Private 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	$7.44M	Hold	76,552	–	–	0.86%	37
2025 Q4	$7.35M	Buy	76,552 +1,330	+2%	+$126K	0.92%	34
2025 Q3	$7.02M	Buy	75,222 +16,242	+28%	+$1.48M	0.93%	34
2025 Q2	$5.22M	Buy	58,980 +4,070	+7%	+$347K	0.76%	38
2025 Q1	$4.49M	Sell	54,910 -2,640	-5%	-$213K	0.69%	39
2024 Q4	$4.35M	Buy	57,550 +416	+0.7%	+$32.9K	0.69%	38
2024 Q3	$4.78M	Sell	57,134 -1,321	-2%	-$106K	0.77%	35
2024 Q2	$4.58M	Sell	58,455 -258	-0.4%	-$20.4K	0.8%	34
2024 Q1	$4.67M	Hold	58,713	–	–	0.82%	35
2023 Q4	$4.42M	Buy	58,713 +2,395	+4%	+$169K	0.82%	33
2023 Q3	$3.88M	Buy	56,318 +669	+1%	+$47.9K	0.81%	32
2023 Q2	$4.04M	Buy	55,649 +6,241	+13%	+$453K	0.82%	32
2023 Q1	$3.53M	Buy	49,408 +8,449	+21%	+$591K	0.72%	34
2022 Q4	$2.69M	Buy	40,959 +162	+0.4%	+$10.1K	0.57%	37
2022 Q3	$2.29M	Sell	40,797 -12,559	-24%	-$783K	0.54%	36
2022 Q2	$3.93M	Sell	53,356 -6	-0%	-$408	0.72%	30
2022 Q1	$3.93M	Buy	53,362 +13,194	+33%	+$987K	0.72%	30
2021 Q4	$3.16M	Buy	40,168 +1,928	+5%	+$153K	0.55%	38
2021 Q3	$2.98M	Buy	38,240 +409	+1%	+$32.7K	0.56%	37
2021 Q2	$2.99M	Sell	37,831 -33,675	-47%	-$2.68M	0.57%	34
2021 Q1	$5.42M	Hold	71,506	–	–	0.94%	27
2020 Q4	$5.22M	Buy	71,506 +687	+1%	+$47K	1.14%	22
2020 Q3	$4.51M	Hold	70,819	–	–	1.13%	21
2020 Q2	$4.32M	Sell	70,819 -12,812	-15%	-$741K	1.18%	20
2020 Q1	$4.47M	Sell	83,631 -2,335	-3%	-$148K	1.52%	17
2019 Q4	$5.97M	Buy	85,966 +2,092	+2%	+$141K	1.56%	17
2019 Q3	$5.47M	Sell	83,874 -8,093	-9%	-$522K	1.33%	18
2019 Q2	$6.05M	Sell	91,967 -1,632	-2%	-$107K	1.46%	17
2019 Q1	$6.07M	Buy	93,599 +8,018	+9%	+$505K	1.57%	17
2018 Q4	$5.03M	Sell	85,581 -1,816	-2%	-$113K	1.48%	17
2018 Q3	$5.94M	Sell	87,397 -3,795	-4%	-$256K	1.59%	13
2018 Q2	$6.11M	Buy	91,192 +10,726	+13%	+$752K	1.72%	13
2018 Q1	$5.61M	Buy	80,466 +27,041	+51%	+$1.93M	1.58%	13
2017 Q4	$3.76M	Buy	53,425 +7,940	+17%	+$552K	1.06%	24
2017 Q3	$3.12M	Hold	45,485	–	–	0.93%	25
2017 Q2	$2.96M	Buy	45,485 +730	+2%	+$47.2K	0.91%	26
2017 Q1	$2.79M	Buy	44,755 +10,905	+32%	+$659K	0.89%	25
2016 Q4	$1.95M	Buy	33,850 +1,159	+4%	+$66.8K	0.68%	31
2016 Q3	$1.93M	Buy	32,691 +3,400	+12%	+$197K	0.7%	34
2016 Q2	$1.63M	Buy	29,291 +519	+2%	+$29.9K	0.62%	36
2016 Q1	$1.64M	Sell	28,772 -234	-0.8%	-$12.9K	0.68%	33
2015 Q4	$1.7M	Buy	29,006 +242	+0.8%	+$14.6K	0.68%	34
2015 Q3	$1.65M	Buy	28,764 +715	+3%	+$44.1K	0.7%	35
2015 Q2	$1.78M	Buy	28,049 +5,525	+25%	+$368K	0.68%	34
2015 Q1	$1.45M	Sell	22,524 -4,804	-18%	-$302K	0.57%	38
2014 Q4	$1.66M	Buy	27,328 +251	+0.9%	+$15.7K	0.65%	36
2014 Q3	$1.74M	Buy	27,077 +645	+2%	+$43K	0.7%	33
2014 Q2	$1.81M	Sell	26,432 -92	-0.3%	-$6.3K	0.74%	31
2014 Q1	$1.78M	Sell	26,524 -4,251	-14%	-$281K	0.75%	32
2013 Q4	$2.06M	Sell	30,775 -1,302	-4%	-$85.1K	0.94%	28
2013 Q3	$2.05M	Buy	32,077 +13,461	+72%	+$825K	1.07%	25
2013 Q2	$1.07M	Buy	+18,616	New	+$1.13M	0.67%	30

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

New England Private Wealth Advisors's EFA Position: Q1 2026 in Review

New England Private Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 76,552 shares worth $7.44M. The position accounts for 0.86% of the portfolio, ranked #37.

New England Private Wealth Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

New England Private Wealth Advisors held 76,552 shares of iShares MSCI EAFE ETF worth $7.44M as of Q1 2026.
New England Private Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.86% of New England Private Wealth Advisors's portfolio in Q1 2026, its #37 holding.
New England Private Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.