Outlook Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Outlook Wealth Advisors’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	$328K	Buy	3,374 +613	+22%	+$61.3K	0.08%	236
2025 Q4	$265K	Buy	+2,761	New	+$262K	0.06%	263
2020 Q1	–	Sell	-13,391	Closed	-$930K	–	162
2019 Q4	$930K	Sell	13,391 -16,630	-55%	-$1.12M	0.52%	39
2019 Q3	$1.96M	Buy	30,021 +8,775	+41%	+$565K	1.17%	23
2019 Q2	$1.4M	Buy	21,246 +8,471	+66%	+$554K	0.92%	27
2019 Q1	$829K	Buy	12,775 +11,917	+1,389%	+$751K	0.68%	36
2018 Q4	$504K	Buy	+858	New	+$53.6K	0.23%	111

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

Outlook Wealth Advisors's EFA Position: Q1 2026 in Review

Outlook Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 22% in Q1 2026, buying an estimated $61.3K and bringing the position to 3,374 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #236.

Outlook Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Outlook Wealth Advisors held 3,374 shares of iShares MSCI EAFE ETF worth $328K as of Q1 2026.
Outlook Wealth Advisors bought 613 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $61.3K.
iShares MSCI EAFE ETF made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #236 holding.
Outlook Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 7 quarters since.
Outlook Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.96M in Q3 2019.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.