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

Pacific Capital 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 Q2	$680K	Sell	6,546 -60	-0.9%	-$6.17K	0.1%	52
2026 Q1	$642K	Buy	6,606 +2,520	+62%	+$252K	0.11%	51
2025 Q4	$392K	Hold	4,086	–	–	0.07%	58
2025 Q3	$382K	Sell	4,086 -426	-9%	-$38.7K	0.07%	55
2025 Q2	$400K	Sell	4,512 -653	-13%	-$55.8K	0.07%	54
2025 Q1	$422K	Sell	5,165 -258	-5%	-$20.8K	0.07%	58
2024 Q4	$410K	Buy	5,423 +3,796	+233%	+$301K	0.07%	55
2024 Q3	$136K	Sell	1,627 -516	-24%	-$41.5K	0.02%	99
2024 Q2	$168K	Buy	2,143 +35	+2%	+$2.77K	0.03%	83
2024 Q1	$168K	Hold	2,108	–	–	0.04%	71
2023 Q4	$159K	Buy	+2,108	New	+$149K	0.04%	72
2023 Q2	–	Sell	-3,013	Closed	-$215K	–	69
2023 Q1	$215K	Sell	3,013 -44	-1%	-$3.08K	0.06%	80
2022 Q4	$201K	Buy	+3,057	New	+$192K	0.05%	87
2022 Q3	–	Sell	-3,332	Closed	-$208K	–	82
2022 Q2	$208K	Hold	3,332	–	–	0.06%	80
2022 Q1	$245K	Hold	3,332	–	–	0.07%	82
2021 Q4	$262K	Hold	3,332	–	–	0.08%	79
2021 Q3	$260K	Hold	3,332	–	–	0.08%	74
2021 Q2	$263K	Sell	3,332 -151	-4%	-$12K	0.13%	67
2021 Q1	$264K	Buy	3,483 +335	+11%	+$25.2K	0.15%	58
2020 Q4	$230K	Hold	3,148	–	–	0.13%	61
2020 Q3	$200K	Buy	+3,148	New	+$201K	0.12%	64
2020 Q1	–	Sell	-3,024	Closed	-$210K	–	55
2019 Q4	$210K	Buy	+3,024	New	+$204K	0.14%	56

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's EFA Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.91% in Q2 2026, selling an estimated $6.17K and leaving 6,546 shares worth $680K. The position accounts for 0.1% of the portfolio, ranked #52.

Pacific Capital Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 22 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Pacific Capital Wealth Advisors held 6,546 shares of iShares MSCI EAFE ETF worth $680K as of Q2 2026.
Pacific Capital Wealth Advisors sold 60 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.17K.
iShares MSCI EAFE ETF made up 0.1% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Pacific Capital Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.