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

Pasadena 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 Q2	$285K	Buy	2,745 +194	+8%	+$20K	0.04%	188
2026 Q1	$248K	Hold	2,551	–	–	0.03%	191
2025 Q4	$245K	Hold	2,551	–	–	0.03%	193
2025 Q3	$238K	Sell	2,551 -325	-11%	-$29.5K	0.03%	180
2025 Q2	$257K	Hold	2,876	–	–	0.04%	158
2025 Q1	$235K	Buy	+2,876	New	+$232K	0.05%	164

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

Pasadena Private Wealth's EFA Position: Q2 2026 in Review

Pasadena Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 7.6% in Q2 2026, buying an estimated $20K and bringing the position to 2,745 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #188.

Pasadena Private Wealth first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Pasadena Private Wealth held 2,745 shares of iShares MSCI EAFE ETF worth $285K as of Q2 2026.
Pasadena Private Wealth bought 194 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20K.
iShares MSCI EAFE ETF made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #188 holding.
Pasadena Private Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.