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

NewEdge Wealth’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 		$50.1M Sell
515,417
-32,034
-6% -$3.21M 0.6% 43
2025
Q4 		$52.6M Buy
547,451
+54,854
+11% +$5.2M 0.59% 40
2025
Q3 		$46.4M Buy
492,597
+905
+0.2% +$82.3K 0.66% 34
2025
Q2 		$44.2M Buy
491,692
+8,092
+2% +$691K 0.69% 32
2025
Q1 		$39.5M Sell
483,600
-87,711
-15% -$7.07M 0.72% 30
2024
Q4 		$43.2M Buy
571,311
+53,521
+10% +$4.24M 0.75% 28
2024
Q3 		$43.3M Sell
517,790
-5,897
-1% -$474K 0.78% 30
2024
Q2 		$41M Sell
523,687
-5,506
-1% -$436K 0.89% 20
2024
Q1 		$41.4M Sell
529,193
-92,200
-15% -$7.05M 0.93% 19
2023
Q4 		$46.8M Buy
621,393
+8,996
+1% +$636K 1.2% 11
2023
Q3 		$42.2M Buy
612,397
+3,480
+0.6% +$249K 1.34% 8
2023
Q2 		$44.1M Sell
608,917
-3,694
-0.6% -$268K 1.47% 6
2023
Q1 		$43.8M Sell
612,611
-43,260
-7% -$3.03M 1.66% 7
2022
Q4 		$43.1M Sell
655,871
-22,276
-3% -$1.4M 1.85% 6
2022
Q3 		$38M Buy
678,147
+17,408
+3% +$1.08M 1.8% 8
2022
Q2 		$41.3M Sell
660,739
-38,557
-6% -$2.62M 1.88% 8
2022
Q1 		$51.5M Buy
699,296
+212,963
+44% +$15.9M 2.28% 7
2021
Q4 		$38.3M Buy
486,333
+70,782
+17% +$5.61M 1.6% 14
2021
Q3 		$32.4M Buy
415,551
+7,296
+2% +$584K 1.93% 12
2021
Q2 		$32.2M Buy
408,255
+34,162
+9% +$2.71M 2.46% 6
2021
Q1 		$28.4M Buy
374,093
+226,545
+154% +$17.1M 2.82% 4
2020
Q4 		$10.8M Buy
+147,548
New +$10.1M 3.31% 5

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 Wealth's EFA Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 5.9% in Q1 2026, selling an estimated $3.21M and leaving 515,417 shares worth $50.1M. The position accounts for 0.6% of the portfolio, ranked #43.

NewEdge Wealth first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $52.6M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • NewEdge Wealth held 515,417 shares of iShares MSCI EAFE ETF worth $50.1M as of Q1 2026.
  • NewEdge Wealth sold 32,034 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.21M.
  • iShares MSCI EAFE ETF made up 0.6% of NewEdge Wealth's portfolio in Q1 2026, its #43 holding.
  • NewEdge Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's iShares MSCI EAFE ETF position peaked at $52.6M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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