North Berkeley Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

North Berkeley Wealth Management’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 Q2	$455K	Sell	4,383 -758	-15%	-$78K	0.18%	53
2026 Q1	$499K	Sell	5,141 -100	-2%	-$10K	0.26%	48
2025 Q4	$503K	Sell	5,241 -899	-15%	-$85.3K	0.3%	47
2025 Q3	$573K	Buy	6,140 +933	+18%	+$84.8K	0.45%	32
2025 Q2	$465K	Buy	5,207 +93	+2%	+$7.94K	0.43%	37
2025 Q1	$418K	Buy	5,114 +691	+16%	+$55.7K	0.44%	40
2024 Q4	$334K	Buy	+4,423	New	+$350K	0.34%	44

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

North Berkeley Wealth Management's EFA Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, selling an estimated $78K and leaving 4,383 shares worth $455K. The position accounts for 0.18% of the portfolio, ranked #53.

North Berkeley Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $573K in Q3 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

North Berkeley Wealth Management held 4,383 shares of iShares MSCI EAFE ETF worth $455K as of Q2 2026.
North Berkeley Wealth Management sold 758 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $78K.
iShares MSCI EAFE ETF made up 0.18% of North Berkeley Wealth Management's portfolio in Q2 2026, its #53 holding.
North Berkeley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's iShares MSCI EAFE ETF position peaked at $573K in Q3 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.