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

Parcion 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	$795K	Hold	8,180	–	–	0.05%	182
2025 Q4	$786K	Hold	8,180	–	–	0.05%	176
2025 Q3	$764K	Buy	8,180 +370	+5%	+$33.6K	0.05%	155
2025 Q2	$698K	Hold	7,810	–	–	0.05%	147
2025 Q1	$638K	Hold	7,810	–	–	0.05%	149
2024 Q4	$591K	Hold	7,810	–	–	0.05%	148
2024 Q3	$653K	Sell	7,810 -200	-2%	-$16.1K	0.05%	140
2024 Q2	$627K	Buy	8,010 +249	+3%	+$19.7K	0.06%	123
2024 Q1	$620K	Hold	7,761	–	–	0.05%	126
2023 Q4	$585K	Hold	7,761	–	–	0.05%	129
2023 Q3	$535K	Buy	+7,761	New	+$556K	0.06%	131
2022 Q4	–	Sell	-17,885	Closed	-$1M	–	201
2022 Q3	$1M	Sell	17,885 -147,934	-89%	-$9.22M	0.11%	118
2022 Q2	$10.5M	Sell	165,819 -204,538	-55%	-$13.9M	1.04%	29
2022 Q1	$27.3M	Buy	+370,357	New	+$27.7M	2.55%	13
2021 Q4	–	Sell	-7,911	Closed	-$633K	–	196
2021 Q3	$633K	Hold	7,911	–	–	0.06%	135
2021 Q2	$624K	Sell	7,911 -1,266	-14%	-$101K	0.06%	133
2021 Q1	$696K	Sell	9,177 -386	-4%	-$29.1K	0.08%	125
2020 Q4	$698K	Sell	9,563 -690	-7%	-$47.2K	0.09%	113
2020 Q3	$655K	Hold	10,253	–	–	0.1%	112
2020 Q2	$644K	Buy	10,253 +4,448	+77%	+$257K	0.11%	108
2020 Q1	$310K	Buy	5,805 +2,167	+60%	+$138K	0.09%	134
2019 Q4	$253K	Buy	+3,638	New	+$246K	0.06%	175

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

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

Parcion Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 8,180 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #182.

Parcion Private Wealth first reported a position in EFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $27.3M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Parcion Private Wealth held 8,180 shares of iShares MSCI EAFE ETF worth $795K as of Q1 2026.
Parcion Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.05% of Parcion Private Wealth's portfolio in Q1 2026, its #182 holding.
Parcion Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
Parcion Private Wealth's iShares MSCI EAFE ETF position peaked at $27.3M in Q1 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.