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Personal CFO Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Personal CFO Solutions’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
Q1 		$686K Sell
7,062
-1,573
-18% -$157K 0.1% 190
2025
Q4 		$829K Buy
8,635
+157
+2% +$14.9K 0.13% 149
2025
Q3 		$792K Sell
8,478
-392
-4% -$35.6K 0.14% 149
2025
Q2 		$793K Buy
8,870
+345
+4% +$29.5K 0.15% 151
2025
Q1 		$697K Buy
+8,525
New +$687K 0.14% 161
2024
Q4 		– Sell
-216,610
Closed -$18.1M – 500
2024
Q3 		$18.1M Sell
216,610
-15,775
-7% -$1.27M 2.53% 4
2024
Q2 		$18.2M Buy
232,385
+225,534
+3,292% +$17.9M 2.8% 4
2024
Q1 		$547K Sell
6,851
-489
-7% -$37.4K 0.09% 230
2023
Q4 		$553K Buy
7,340
+1,611
+28% +$114K 0.1% 208
2023
Q3 		$395K Buy
5,729
+35
+0.6% +$2.51K 0.08% 255
2023
Q2 		$413K Sell
5,694
-591
-9% -$42.9K 0.08% 249
2023
Q1 		$450K Sell
6,285
-97
-2% -$6.79K 0.09% 213
2022
Q4 		$419K Sell
6,382
-1,862
-23% -$117K 0.09% 213
2022
Q3 		$462K Sell
8,244
-3,733
-31% -$233K 0.12% 162
2022
Q2 		$748K Sell
11,977
-285,965
-96% -$19.5M 0.18% 99
2022
Q1 		$21.9M Buy
297,942
+17,931
+6% +$1.34M 4.32% 2
2021
Q4 		$22M Buy
280,011
+271,635
+3,243% +$21.5M 4.12% 2
2021
Q3 		$653K Sell
8,376
-1,333
-14% -$107K 0.13% 151
2021
Q2 		$766K Buy
9,709
+3,091
+47% +$246K 0.16% 130
2021
Q1 		$502K Buy
6,618
+172
+3% +$13K 0.11% 174
2020
Q4 		$470K Buy
6,446
+179
+3% +$12.2K 0.12% 174
2020
Q3 		$0 Buy
6,267
+9
+0.1% +$576 ﹤0.01% 194
2020
Q2 		$381K Sell
6,258
-10,408
-62% -$602K 0.11% 172
2020
Q1 		$891K Buy
16,666
+5,340
+47% +$339K 0.32% 72
2019
Q4 		$786K Sell
11,326
-56
-0.5% -$3.78K 0.23% 94
2019
Q3 		$742K Buy
+11,382
New +$733K 0.3% 82

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's EFA Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 18% in Q1 2026, selling an estimated $157K and leaving 7,062 shares worth $686K. The position accounts for 0.1% of the portfolio, ranked #190.

Personal CFO Solutions first reported a position in EFA in Q3 2019 and has held it in 26 quarters since. The position peaked at $22M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Personal CFO Solutions held 7,062 shares of iShares MSCI EAFE ETF worth $686K as of Q1 2026.
  • Personal CFO Solutions sold 1,573 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $157K.
  • iShares MSCI EAFE ETF made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #190 holding.
  • Personal CFO Solutions first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's iShares MSCI EAFE ETF position peaked at $22M in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.