Nikulski Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Nikulski Financial’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
2025 Q3	–	Sell	-2,405	Closed	-$215K	–	157
2025 Q2	$215K	Buy	+2,405	New	+$205K	0.06%	141
2024 Q4	–	Sell	-2,690	Closed	-$225K	–	135
2024 Q3	$225K	Sell	2,690 -50	-2%	-$4.02K	0.07%	125
2024 Q2	$215K	Hold	2,740	–	–	0.07%	120
2024 Q1	$219K	Sell	2,740 -232	-8%	-$17.7K	0.07%	124
2023 Q4	$224K	Hold	2,972	–	–	0.08%	126
2023 Q3	$205K	Buy	+2,972	New	+$213K	0.08%	120
2022 Q1	–	Sell	-2,727	Closed	-$215K	–	130
2021 Q4	$215K	Buy	+2,727	New	+$216K	0.09%	115
2021 Q3	–	Sell	-2,689	Closed	-$211K	–	122
2021 Q2	$211K	Buy	+2,689	New	+$214K	0.1%	120
2018 Q4	–	Sell	-6,580	Closed	-$411K	–	74
2018 Q3	$411K	Sell	6,580 -1,800	-21%	-$122K	0.38%	48
2018 Q2	$561K	Buy	8,380 +450	+6%	+$31.6K	0.52%	43
2018 Q1	$553K	Buy	7,930 +3,394	+75%	+$242K	0.55%	43
2017 Q4	$319K	Buy	+4,536	New	+$315K	0.34%	56

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nikulski Financial's EFA Position: Q3 2025 in Review

Nikulski Financial sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 2,405 shares — an estimated $215K sold.

Nikulski Financial first reported a position in EFA in Q4 2017 and held it in 12 quarters. The position peaked at $561K in Q2 2018. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Nikulski Financial reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Nikulski Financial sold 2,405 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $215K.
Nikulski Financial first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 12 quarters.
Nikulski Financial's iShares MSCI EAFE ETF position peaked at $561K in Q2 2018.
2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Nikulski Financial's 13F filing for Q3 2025, filed 5 Nov 2025.