Persium Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Persium Advisors’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 Q4	–	Sell	-2,210	Closed	-$206K	–	64
2025 Q3	$206K	Buy	+2,210	New	+$201K	0.15%	63

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Persium Advisors's EFA Position: Q4 2025 in Review

Persium Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,210 shares — an estimated $206K sold.

Persium Advisors first reported a position in EFA in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Persium Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Persium Advisors sold 2,210 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $206K.
Persium Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2025 and held it in 1 quarter.
Persium Advisors's iShares MSCI EAFE ETF position peaked at $206K in Q3 2025.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Persium Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.