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NewSquare Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

NewSquare Capital’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 		$4.58M Sell
47,164
-747
-2% -$74.7K 0.4% 86
2025
Q4 		$4.6M Sell
47,911
-20,080
-30% -$1.9M 0.41% 76
2025
Q3 		$6.35M Sell
67,991
-768
-1% -$69.8K 0.43% 77
2025
Q2 		$6.15M Sell
68,759
-46
-0.1% -$3.93K 0.46% 72
2025
Q1 		$5.62M Buy
68,805
+810
+1% +$65.3K 0.46% 73
2024
Q4 		$5.14M Sell
67,995
-1,344
-2% -$106K 0.41% 85
2024
Q3 		$5.8M Buy
69,339
+2,652
+4% +$213K 0.46% 73
2024
Q2 		$5.22M Buy
66,687
+1,960
+3% +$155K 0.45% 76
2024
Q1 		$5.17M Buy
64,727
+1,694
+3% +$130K 0.46% 73
2023
Q4 		$4.75M Buy
63,033
+956
+2% +$67.6K 0.45% 76
2023
Q3 		$4.28M Buy
62,077
+872
+1% +$62.5K 0.45% 71
2023
Q2 		$4.44M Sell
61,205
-636
-1% -$46.2K 0.46% 75
2023
Q1 		$4.42M Sell
61,841
-2,837
-4% -$198K 0.52% 72
2022
Q4 		$4.25M Sell
64,678
-1,907
-3% -$119K 0.53% 72
2022
Q3 		$3.73M Buy
66,585
+866
+1% +$54K 0.47% 67
2022
Q2 		$4.11M Buy
65,719
+761
+1% +$51.8K 0.53% 64
2022
Q1 		$4.78M Buy
64,958
+4,999
+8% +$374K 0.51% 50
2021
Q4 		$4.72M Buy
59,959
+7,585
+14% +$601K 0.5% 43
2021
Q3 		$4.09M Buy
52,374
+835
+2% +$66.8K 0.48% 45
2021
Q2 		$4.07M Buy
51,539
+1,515
+3% +$120K 0.48% 45
2021
Q1 		$3.79M Buy
50,024
+1,335
+3% +$101K 0.5% 48
2020
Q4 		$3.55M Buy
48,689
+20
+0% +$1.37K 0.5% 42
2020
Q3 		$3.1M Sell
48,669
-678
-1% -$43.4K 0.5% 39
2020
Q2 		$3M Sell
49,347
-3,300
-6% -$191K 0.51% 39
2020
Q1 		$2.81M Buy
+52,647
New +$3.34M 0.52% 34
2016
Q2 		– Sell
-345
Closed -$20K – 360
2016
Q1 		$20K Hold
345
– – 0.01% 224
2015
Q4 		$20K Buy
+345
New +$20.8K 0.01% 196

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

NewSquare Capital's EFA Position: Q1 2026 in Review

NewSquare Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q1 2026, selling an estimated $74.7K and leaving 47,164 shares worth $4.58M. The position accounts for 0.4% of the portfolio, ranked #86.

NewSquare Capital first reported a position in EFA in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.35M in Q3 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • NewSquare Capital held 47,164 shares of iShares MSCI EAFE ETF worth $4.58M as of Q1 2026.
  • NewSquare Capital sold 747 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $74.7K.
  • iShares MSCI EAFE ETF made up 0.4% of NewSquare Capital's portfolio in Q1 2026, its #86 holding.
  • NewSquare Capital first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 27 quarters since.
  • NewSquare Capital's iShares MSCI EAFE ETF position peaked at $6.35M in Q3 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.