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Newbridge Financial Services Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Newbridge Financial Services Group’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 		$53.7K Buy
+517
New +$53.2K 0.01% 471
2025
Q1 		– Sell
-35
Closed -$2.65K – 1074
2024
Q4 		$2.65K Buy
+35
New +$2.77K ﹤0.01% 937
2024
Q3 		– Sell
-35
Closed -$2.7K – 770
2024
Q2 		$2.7K Sell
35
-147
-81% -$11.6K ﹤0.01% 923
2024
Q1 		$14.5K Sell
182
-266
-59% -$20.3K 0.01% 682
2023
Q4 		$33.7K Sell
448
-83
-16% -$5.87K 0.02% 483
2023
Q3 		$36.6K Sell
531
-273
-34% -$19.6K 0.02% 495
2023
Q2 		$58.3K Buy
804
+9
+1% +$654 0.03% 420
2023
Q1 		$56.8K Sell
795
-63
-7% -$4.41K 0.03% 433
2022
Q4 		$56.3K Sell
858
-7
-0.8% -$439 0.03% 431
2022
Q3 		$48K Buy
865
+453
+110% +$28.2K 0.03% 462
2022
Q2 		$26K Buy
412
+351
+575% +$23.9K 0.02% 575
2022
Q1 		$4K Buy
61
+32
+110% +$2.39K ﹤0.01% 1134
2021
Q4 		$2K Sell
29
-7
-19% -$554 ﹤0.01% 1230
2021
Q3 		$3K Buy
+36
New +$2.88K ﹤0.01% 1105

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

Newbridge Financial Services Group's EFA Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 517 shares worth $53.7K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in EFA as recently as Q4 2024.

Newbridge Financial Services Group first reported a position in EFA in Q3 2021 and has held it in 14 quarters since. The position peaked at $58.3K in Q2 2023. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Newbridge Financial Services Group held 517 shares of iShares MSCI EAFE ETF worth $53.7K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #471 holding.
  • Newbridge Financial Services Group first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 14 quarters since.
  • Newbridge Financial Services Group's iShares MSCI EAFE ETF position peaked at $58.3K in Q2 2023.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.