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

PBMares 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
Q3 		$688K Sell
7,370
-16
-0.2% -$1.45K 0.11% 93
2025
Q2 		$660K Sell
7,386
-12
-0.2% -$1.02K 0.12% 93
2025
Q1 		$605K Hold
7,398
– – 0.12% 94
2024
Q4 		$559K Buy
7,398
+1
+0% +$79 0.11% 103
2024
Q3 		$619K Hold
7,397
– – 0.13% 91
2024
Q2 		$579K Buy
7,397
+1
+0% +$79 0.14% 96
2024
Q1 		$591K Hold
7,396
– – 0.15% 93
2023
Q4 		$557K Buy
7,396
+1
+0% +$71 0.17% 92
2023
Q3 		$510K Hold
7,395
– – 0.18% 93
2023
Q2 		$536K Buy
7,395
+1
+0% +$73 0.19% 94
2023
Q1 		$529K Sell
7,394
-108
-1% -$7.55K 0.2% 91
2022
Q4 		$492K Sell
7,502
-85
-1% -$5.33K 0.2% 88
2022
Q3 		$425K Sell
7,587
-106
-1% -$6.61K 0.19% 99
2022
Q2 		$481K Buy
7,693
+1,091
+17% +$74.3K 0.21% 93
2022
Q1 		$486K Sell
6,602
-579
-8% -$43.3K 0.3% 86
2021
Q4 		$565K Buy
7,181
+52
+0.7% +$4.12K 0.24% 88
2021
Q3 		$556K Sell
7,129
-20
-0.3% -$1.6K 0.27% 79
2021
Q2 		$564K Sell
7,149
-52
-0.7% -$4.13K 0.31% 76
2021
Q1 		$546K Hold
7,201
– – 0.45% 72
2020
Q4 		$525K Buy
7,201
+2,852
+66% +$195K 0.6% 64
2020
Q3 		$277K Hold
4,349
– – 0.41% 79
2020
Q2 		$265K Sell
4,349
-6
-0.1% -$347 0.4% 83
2020
Q1 		$233K Hold
4,355
– – 0.37% 88
2019
Q4 		$302K Buy
+4,355
New +$294K 0.36% 84

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

PBMares Wealth Management's EFA Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.22% in Q3 2025, selling an estimated $1.45K and leaving 7,370 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #93.

PBMares Wealth Management first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • PBMares Wealth Management held 7,370 shares of iShares MSCI EAFE ETF worth $688K as of Q3 2025.
  • PBMares Wealth Management sold 16 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $1.45K.
  • iShares MSCI EAFE ETF made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #93 holding.
  • PBMares Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.