PACK Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

PACK Private Wealth’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	$306K	Hold	3,149	–	–	0.14%	40
2025 Q4	$302K	Hold	3,149	–	–	0.14%	41
2025 Q3	$294K	Hold	3,149	–	–	0.14%	40
2025 Q2	$281K	Hold	3,149	–	–	0.15%	35
2025 Q1	$257K	Hold	3,149	–	–	0.15%	35
2024 Q4	$238K	Hold	3,149	–	–	0.14%	36
2024 Q3	$263K	Hold	3,149	–	–	0.15%	35
2024 Q2	$247K	Hold	3,149	–	–	0.15%	36
2024 Q1	$251K	Hold	3,149	–	–	0.16%	36
2023 Q4	$237K	Hold	3,149	–	–	0.16%	35
2023 Q3	$214K	Hold	3,149	–	–	0.16%	36
2023 Q2	$228K	Hold	3,149	–	–	0.17%	35
2023 Q1	$225K	Hold	3,149	–	–	0.18%	33
2022 Q4	$207K	Sell	3,149 -855	-21%	-$53.6K	0.18%	33
2022 Q3	$224K	Hold	4,004	–	–	0.21%	34
2022 Q2	$250K	Hold	4,004	–	–	0.23%	32
2022 Q1	$295K	Hold	4,004	–	–	0.24%	32
2021 Q4	$315K	Buy	+4,004	New	+$317K	0.25%	32

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

PACK Private Wealth's EFA Position: Q1 2026 in Review

PACK Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,149 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #40.

PACK Private Wealth first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $315K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

PACK Private Wealth held 3,149 shares of iShares MSCI EAFE ETF worth $306K as of Q1 2026.
PACK Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.14% of PACK Private Wealth's portfolio in Q1 2026, its #40 holding.
PACK Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares MSCI EAFE ETF position peaked at $315K in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.