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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

NewEdge Advisors's EFA Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, selling an estimated $291K and leaving 130,892 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #409.

NewEdge Advisors first reported a position in EFA in Q1 2015 and has held it in 39 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

NewEdge Advisors held 130,892 shares of iShares MSCI EAFE ETF worth $13.6M as of Q2 2026.
NewEdge Advisors sold 2,832 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $291K.
iShares MSCI EAFE ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #409 holding.
NewEdge Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 39 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.