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NFP Retirement Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

NFP Retirement Inc’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 		$1.09M Hold
11,203
– – 0.07% 134
2025
Q4 		$1.08M Sell
11,203
-7
-0.1% -$664 0.07% 128
2025
Q3 		$1.05M Hold
11,210
– – 0.07% 127
2025
Q2 		$1M Buy
11,210
+39
+0.3% +$3.33K 0.07% 134
2025
Q1 		$913K Sell
11,171
-190
-2% -$15.3K 0.07% 127
2024
Q4 		$859K Sell
11,361
-541
-5% -$42.8K 0.07% 134
2024
Q3 		$995K Buy
11,902
+249
+2% +$20K 0.08% 122
2024
Q2 		$913K Sell
11,653
-186
-2% -$14.7K 0.08% 125
2024
Q1 		$945K Hold
11,839
– – 0.08% 121
2023
Q4 		$892K Sell
11,839
-122
-1% -$8.62K 0.15% 103
2023
Q3 		$824K Buy
11,961
+1,421
+13% +$102K 0.16% 105
2023
Q2 		$764K Sell
10,540
-31
-0.3% -$2.25K 0.14% 110
2023
Q1 		$756K Hold
10,571
– – 0.15% 113
2022
Q4 		$694K Buy
10,571
+463
+5% +$29K 0.15% 117
2022
Q3 		$566K Sell
10,108
-34
-0.3% -$2.12K 0.14% 126
2022
Q2 		$634K Sell
10,142
-930
-8% -$63.3K 0.16% 111
2022
Q1 		$815K Buy
+11,072
New +$828K 0.19% 92
2021
Q2 		– Sell
-2,680
Closed -$203K – 138
2021
Q1 		$203K Sell
2,680
-100
-4% -$7.53K 0.09% 119
2020
Q4 		$203K Buy
+2,780
New +$190K 0.13% 112

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

NFP Retirement Inc's EFA Position: Q1 2026 in Review

NFP Retirement Inc held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 11,203 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #134.

NFP Retirement Inc first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • NFP Retirement Inc held 11,203 shares of iShares MSCI EAFE ETF worth $1.09M as of Q1 2026.
  • NFP Retirement Inc left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.07% of NFP Retirement Inc's portfolio in Q1 2026, its #134 holding.
  • NFP Retirement Inc first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.