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EFA icon

NewEdge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

NewEdge 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 		$13M Buy
133,724
+8,734
+7% +$874K 0.05% 379
2025
Q4 		$12M Buy
124,990
+6,384
+5% +$605K 0.04% 382
2025
Q3 		$11.1M Buy
118,606
+2,709
+2% +$246K 0.05% 376
2025
Q2 		$10.4M Buy
115,897
+20,528
+22% +$1.75M 0.05% 363
2025
Q1 		$7.79M Sell
95,369
-16,972
-15% -$1.37M 0.05% 380
2024
Q4 		$8.49M Sell
112,341
-25,498
-18% -$2.02M 0.05% 345
2024
Q3 		$11.5M Buy
137,839
+4,313
+3% +$347K 0.07% 260
2024
Q2 		$10.5M Buy
133,526
+50,766
+61% +$4.02M 0.08% 254
2024
Q1 		$6.61M Sell
82,760
-20,183
-20% -$1.54M 0.06% 317
2023
Q4 		$7.68M Sell
102,943
-5,429
-5% -$384K 0.07% 259
2023
Q3 		$7.47M Sell
108,372
-24,759
-19% -$1.77M 0.08% 239
2023
Q2 		$9.65M Buy
133,131
+14,736
+12% +$1.07M 0.11% 188
2023
Q1 		$8.52M Buy
118,395
+32,949
+39% +$2.3M 0.11% 200
2022
Q4 		$4.63M Buy
85,446
+3,729
+5% +$234K 0.12% 177
2022
Q3 		$4.58M Sell
81,717
-2,434
-3% -$152K 0.08% 252
2022
Q2 		$5.26M Buy
+84,151
New +$5.73M 0.09% 227
2022
Q1 		– Sell
-152,332
Closed -$11.4M – 1286
2021
Q4 		$12M Buy
152,332
+87,147
+134% +$6.9M 0.18% 125
2021
Q3 		$5.08M Buy
65,185
+3,913
+6% +$313K 0.13% 166
2021
Q2 		$4.83M Buy
61,272
+6,425
+12% +$510K 0.13% 169
2021
Q1 		$4.16M Sell
54,847
-19
-0% -$1.43K 0.12% 176
2020
Q4 		$4M Sell
54,866
-2,039
-4% -$139K 0.13% 162
2020
Q3 		$3.62M Buy
56,905
+1,579
+3% +$101K 0.13% 165
2020
Q2 		$3.37M Buy
55,326
+1,158
+2% +$67K 0.13% 158
2020
Q1 		$2.9M Sell
54,168
-9,937
-16% -$631K 0.14% 147
2019
Q4 		$4.45M Sell
64,105
-868
-1% -$58.6K 0.18% 133
2019
Q3 		$4.26M Buy
64,973
+19,167
+42% +$1.24M 0.19% 122
2019
Q2 		$3.01M Sell
45,806
-883
-2% -$57.8K 0.18% 133
2019
Q1 		$3.03M Sell
46,689
-20,094
-30% -$1.27M 0.2% 125
2018
Q4 		$3.93K Buy
66,783
+5,709
+9% +$357K 0.25% 93
2018
Q3 		$4.15M Sell
61,074
-2,383
-4% -$161K 0.32% 83
2018
Q2 		$4.21K Buy
63,457
+32,670
+106% +$2.29M 0.38% 77
2018
Q1 		$2.12M Sell
30,787
-1,701
-5% -$121K 0.24% 96
2017
Q4 		$2.35M Buy
32,488
+1,887
+6% +$131K 0.32% 75
2017
Q3 		$2.1M Buy
30,601
+14,065
+85% +$940K 0.33% 78
2017
Q2 		$1.07M Buy
16,536
+4,317
+35% +$279K 0.18% 123
2017
Q1 		$756K Buy
12,219
+3,564
+41% +$215K 0.17% 129
2016
Q4 		$513K Buy
+8,655
New +$499K 0.14% 145
2015
Q2 		– Sell
-3,977
Closed -$255K – 69
2015
Q1 		$255K Buy
+3,977
New +$250K 0.18% 63

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

NewEdge Advisors's EFA Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 7% in Q1 2026, buying an estimated $874K and bringing the position to 133,724 shares worth $13M. The position accounts for 0.05% of the portfolio, ranked #379.

NewEdge Advisors first reported a position in EFA in Q1 2015 and has held it in 38 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • NewEdge Advisors held 133,724 shares of iShares MSCI EAFE ETF worth $13M as of Q1 2026.
  • NewEdge Advisors bought 8,734 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $874K.
  • iShares MSCI EAFE ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #379 holding.
  • NewEdge Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 38 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.