Northeast Financial Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

Northeast Financial Consultants’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 Q2	$7.11M	Buy	79,561 +20,930	+36%	+$1.79M	0.29%	52
2025 Q1	$4.79M	Buy	58,631 +4,303	+8%	+$347K	0.21%	64
2024 Q4	$4.11M	Buy	54,328 +36,060	+197%	+$2.86M	0.17%	71
2024 Q3	$1.53M	Hold	18,268	–	–	0.07%	121
2024 Q2	$1.43M	Buy	18,268 +9,218	+102%	+$730K	0.07%	120
2024 Q1	$723K	Buy	9,050 +1,000	+12%	+$76.5K	0.04%	167
2023 Q4	$607K	Sell	8,050 -111	-1%	-$7.84K	0.03%	171
2023 Q3	$562K	Buy	8,161 +135	+2%	+$9.67K	0.04%	168
2023 Q2	$582K	Buy	8,026 +1,385	+21%	+$101K	0.04%	166
2023 Q1	$475K	Hold	6,641	–	–	0.03%	198
2022 Q4	$436K	Sell	6,641 -9,415	-59%	-$590K	0.03%	201
2022 Q3	$899K	Hold	16,056	–	–	0.07%	146
2022 Q2	$1M	Buy	16,056 +3	+0%	+$204	0.07%	137
2022 Q1	$1.18M	Buy	16,053 +6,300	+65%	+$471K	0.07%	146
2021 Q4	$767K	Buy	9,753 +2	+0%	+$158	0.05%	181
2021 Q3	$761K	Hold	9,751	–	–	0.05%	183
2021 Q2	$769K	Buy	9,751 +2,476	+34%	+$197K	0.05%	181
2021 Q1	$552K	Hold	7,275	–	–	0.04%	197
2020 Q4	$531K	Sell	7,275 -13	-0.2%	-$889	0.04%	190
2020 Q3	$464K	Sell	7,288 -1,161	-14%	-$74.3K	0.04%	181
2020 Q2	$514K	Buy	8,449 +2	+0%	+$116	0.05%	164
2020 Q1	$452K	Hold	8,447	–	–	0.05%	168
2019 Q4	$587K	Buy	8,447 +153	+2%	+$10.3K	0.05%	171
2019 Q3	$541K	Sell	8,294 -1,360	-14%	-$87.6K	0.06%	178
2019 Q2	$635K	Buy	9,654 +3	+0%	+$196	0.07%	165
2019 Q1	$626K	Sell	9,651 -4,293	-31%	-$270K	0.07%	161
2018 Q4	$820K	Sell	13,944 -2,012	-13%	-$126K	0.11%	104
2018 Q3	$1.08M	Buy	15,956 +3,483	+28%	+$235K	0.3%	51
2018 Q2	$835K	Hold	12,473	–	–	0.26%	60
2018 Q1	$869K	Buy	12,473 +1,161	+10%	+$82.8K	0.29%	52
2017 Q4	$795K	Buy	11,312 +7,086	+168%	+$493K	0.26%	62
2017 Q3	$289K	Buy	+4,226	New	+$283K	0.11%	117

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Northeast Financial Consultants's EFA Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares MSCI EAFE ETF (EFA) stake by 36% in Q2 2025, buying an estimated $1.79M and bringing the position to 79,561 shares worth $7.11M. The position accounts for 0.29% of the portfolio, ranked #52.

Northeast Financial Consultants first reported a position in EFA in Q3 2017 and has held it in 32 quarters since. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Northeast Financial Consultants held 79,561 shares of iShares MSCI EAFE ETF worth $7.11M as of Q2 2025.
Northeast Financial Consultants bought 20,930 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $1.79M.
iShares MSCI EAFE ETF made up 0.29% of Northeast Financial Consultants's portfolio in Q2 2025, its #52 holding.
Northeast Financial Consultants first reported a position in iShares MSCI EAFE ETF in Q3 2017 and has held it in 32 quarters since.
2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.