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 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 $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

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

North Berkeley Wealth Management's EFA Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q1 2026, selling an estimated $10K and leaving 5,141 shares worth $499K. The position accounts for 0.26% of the portfolio, ranked #48.

North Berkeley Wealth Management first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

North Berkeley Wealth Management held 5,141 shares of iShares MSCI EAFE ETF worth $499K as of Q1 2026.
North Berkeley Wealth Management sold 100 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $10K.
iShares MSCI EAFE ETF made up 0.26% of North Berkeley Wealth Management's portfolio in Q1 2026, its #48 holding.
North Berkeley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's iShares MSCI EAFE ETF position peaked at $573K in Q3 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.