Passive Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Passive Capital 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
2026 Q2	–	Sell	-2,186	Closed	-$212K	–	102
2026 Q1	$212K	Buy	+2,186	New	+$219K	0.06%	97
2022 Q4	–	Sell	-4,937	Closed	-$277K	–	54
2022 Q3	$277K	Hold	4,937	–	–	0.15%	43
2022 Q2	$309K	Hold	4,937	–	–	0.16%	39
2022 Q1	$363K	Hold	4,937	–	–	0.19%	37
2021 Q4	$388K	Buy	+4,937	New	+$391K	0.22%	34

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

Passive Capital Management's EFA Position: Q2 2026 in Review

Passive Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 2,186 shares — an estimated $212K sold.

Passive Capital Management first reported a position in EFA in Q4 2021 and held it in 5 quarters. The position peaked at $388K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Passive Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Passive Capital Management sold 2,186 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $212K.
Passive Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 5 quarters.
Passive Capital Management's iShares MSCI EAFE ETF position peaked at $388K in Q4 2021.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.