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

Olympus 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
2025 Q2	$3.02M	Sell	33,820 -5,181	-13%	-$442K	1.02%	15
2025 Q1	$3.19M	Sell	39,001 -3,017	-7%	-$243K	1.4%	13
2024 Q4	$3.18M	Sell	42,018 -992	-2%	-$78.6K	1.16%	13
2024 Q3	$3.6M	Sell	43,010 -93,809	-69%	-$7.55M	1.24%	13
2024 Q2	$10.7M	Buy	136,819 +119,971	+712%	+$9.5M	3.35%	6
2024 Q1	$1.35M	Sell	16,848 -6,023	-26%	-$461K	0.8%	13
2023 Q4	$1.72M	Sell	22,871 -12,315	-35%	-$870K	0.88%	13
2023 Q3	$2.42M	Sell	35,186 -21,373	-38%	-$1.53M	1.39%	10
2023 Q2	$4.1M	Sell	56,559 -1,237	-2%	-$89.8K	2.21%	10
2023 Q1	$4.13M	Sell	57,796 -94,387	-62%	-$6.6M	2.27%	10
2022 Q4	$9.99M	Sell	152,183 -44,637	-23%	-$2.8M	5.01%	7
2022 Q3	$11M	Buy	196,820 +128,182	+187%	+$7.99M	4.76%	7
2022 Q2	$4.29M	Sell	68,638 -158,349	-70%	-$10.8M	2.39%	9
2022 Q1	$16.7M	Sell	226,987 -98,630	-30%	-$7.38M	8.08%	6
2021 Q4	$25.6M	Buy	+325,617	New	+$25.8M	17.79%	2

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

Olympus Wealth Management's EFA Position: Q2 2025 in Review

Olympus Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 13% in Q2 2025, selling an estimated $442K and leaving 33,820 shares worth $3.02M. The position accounts for 1.02% of the portfolio, ranked #15.

Olympus Wealth Management first reported a position in EFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $25.6M in Q4 2021. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Olympus Wealth Management held 33,820 shares of iShares MSCI EAFE ETF worth $3.02M as of Q2 2025.
Olympus Wealth Management sold 5,181 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $442K.
iShares MSCI EAFE ETF made up 1.02% of Olympus Wealth Management's portfolio in Q2 2025, its #15 holding.
Olympus Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
Olympus Wealth Management's iShares MSCI EAFE ETF position peaked at $25.6M in Q4 2021.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.