PWM
EFA icon

Parkworth Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$46.9K Buy
524
+9
+2% +$768 0.03% 104
2025
Q1 		$42.1K Buy
515
+98
+24% +$7.9K 0.03% 97
2024
Q4 		$31.5K Buy
+417
New +$33K 0.03% 103

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parkworth Wealth Management's EFA Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q2 2025, buying an estimated $768 and bringing the position to 524 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #104.

Parkworth Wealth Management first reported a position in EFA in Q4 2024 and has held it in 3 quarters since. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Parkworth Wealth Management held 524 shares of iShares MSCI EAFE ETF worth $46.9K as of Q2 2025.
  • Parkworth Wealth Management bought 9 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $768.
  • iShares MSCI EAFE ETF made up 0.03% of Parkworth Wealth Management's portfolio in Q2 2025, its #104 holding.
  • Parkworth Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.