NWF Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

NWF Advisory Services’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	$4.08M	Buy	42,037 +3,808	+10%	+$381K	0.46%	54
2025 Q4	$3.67M	Buy	38,229 +4,524	+13%	+$429K	0.41%	56
2025 Q3	$3.15M	Buy	33,705 +11,611	+53%	+$1.06M	0.35%	67
2025 Q2	$1.97M	Sell	22,094 -1,211	-5%	-$103K	0.24%	78
2025 Q1	$1.9M	Sell	23,305 -1,018	-4%	-$82K	0.27%	70
2024 Q4	$1.84M	Buy	24,323 +138	+0.6%	+$10.9K	0.27%	63
2024 Q3	$2.02M	Sell	24,185 -8,930	-27%	-$719K	0.29%	68
2024 Q2	$2.59M	Sell	33,115 -1,725	-5%	-$137K	0.41%	52
2024 Q1	$2.78M	Buy	34,840 +1,027	+3%	+$78.6K	0.46%	46
2023 Q4	$2.55M	Buy	33,813 +28,764	+570%	+$2.03M	0.51%	42
2023 Q3	$348K	Buy	5,049 +2,161	+75%	+$155K	0.08%	166
2023 Q2	$209K	Hold	2,888	–	–	0.05%	230
2023 Q1	$209K	Buy	+2,888	New	+$202K	0.05%	229

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

NWF Advisory Services's EFA Position: Q1 2026 in Review

NWF Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 10% in Q1 2026, buying an estimated $381K and bringing the position to 42,037 shares worth $4.08M. The position accounts for 0.46% of the portfolio, ranked #54.

NWF Advisory Services first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

NWF Advisory Services held 42,037 shares of iShares MSCI EAFE ETF worth $4.08M as of Q1 2026.
NWF Advisory Services bought 3,808 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $381K.
iShares MSCI EAFE ETF made up 0.46% of NWF Advisory Services's portfolio in Q1 2026, its #54 holding.
NWF Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.