Paladin Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-17,640	Closed	-$1.16M	–	328
2022 Q4	$1.16M	Buy	17,640 +1,345	+8%	+$84.3K	0.99%	34
2022 Q3	$912K	Sell	16,295 -2,007	-11%	-$125K	0.83%	37
2022 Q2	$1.14M	Buy	+18,302	New	+$1.25M	0.98%	34
2022 Q1	–	Sell	-19,721	Closed	-$1.55M	–	341
2021 Q4	$1.55M	Buy	+19,721	New	+$1.56M	1.26%	26

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

Paladin Advisory Group's EFA Position: Q1 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 12,505 shares worth $1.21M. The position accounts for 0.92% of the portfolio, ranked #31.

Paladin Advisory Group first reported a position in EFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Paladin Advisory Group held 12,505 shares of iShares MSCI EAFE ETF worth $1.21M as of Q1 2026.
Paladin Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.92% of Paladin Advisory Group's portfolio in Q1 2026, its #31 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares MSCI EAFE ETF position peaked at $1.36M in Q1 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.