Northwest Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Northwest Capital 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
2025 Q4	–	Sell	-1,123	Closed	-$105K	–	133
2025 Q3	$105K	Sell	1,123 -267	-19%	-$24.3K	0.11%	94
2025 Q2	$124K	Sell	1,390 -338	-20%	-$28.9K	0.07%	120
2025 Q1	$141K	Hold	1,728	–	–	0.06%	133
2024 Q4	$131K	Sell	1,728 -157	-8%	-$12.4K	0.06%	132
2024 Q3	$158K	Hold	1,885	–	–	0.06%	120
2024 Q2	$148K	Sell	1,885 -787	-29%	-$62.3K	0.05%	122
2024 Q1	$213K	Hold	2,672	–	–	0.07%	119
2023 Q4	$201K	Hold	2,672	–	–	0.07%	116
2023 Q3	$184K	Hold	2,672	–	–	0.07%	114
2023 Q2	$194K	Sell	2,672 -152	-5%	-$11K	0.08%	106
2023 Q1	$202K	Sell	2,824 -331	-10%	-$23.2K	0.1%	99
2022 Q4	$207K	Buy	+3,155	New	+$198K	0.11%	95

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Northwest Capital Management's EFA Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 1,123 shares — an estimated $105K sold.

Northwest Capital Management first reported a position in EFA in Q4 2022 and held it in 12 quarters. The position peaked at $213K in Q1 2024. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Northwest Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 1,123 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $105K.
Northwest Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 12 quarters.
Northwest Capital Management's iShares MSCI EAFE ETF position peaked at $213K in Q1 2024.
2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.