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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
2022
Q2 		– Sell
-156,948
Closed -$9.21M – 1579
2022
Q1 		$9.21M Buy
+156,948
New +$11.7M 0.15% 156

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.