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Peterson Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Peterson Wealth 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
2026
Q1 		$1.03M Buy
10,636
+680
+7% +$68K 0.14% 41
2025
Q4 		$956K Buy
9,956
+177
+2% +$16.8K 0.13% 45
2025
Q3 		$924K Hold
9,779
– – 0.14% 45
2025
Q2 		$874K Buy
9,779
+3
+0% +$256 0.14% 44
2025
Q1 		$716K Sell
9,776
-236
-2% -$19K 0.14% 44
2024
Q4 		$758K Sell
10,012
-5
-0% -$396 0.14% 42
2024
Q3 		$838K Hold
10,017
– – 0.16% 34
2024
Q2 		$785K Sell
10,017
-75
-0.7% -$5.94K 0.16% 34
2024
Q1 		$806K Hold
10,092
– – 0.17% 33
2023
Q4 		$760K Buy
10,092
+34
+0.3% +$2.4K 0.18% 33
2023
Q3 		$693K Hold
10,058
– – 0.19% 31
2023
Q2 		$728K Buy
10,058
+50
+0.5% +$3.63K 0.19% 31
2023
Q1 		$716K Sell
10,008
-105
-1% -$7.34K 0.2% 31
2022
Q4 		$664K Buy
10,113
+79
+0.8% +$4.95K 0.2% 34
2022
Q3 		$562K Hold
10,034
– – 0.19% 35
2022
Q2 		$627K Hold
10,034
– – 0.21% 33
2022
Q1 		$739K Sell
10,034
-166
-2% -$12.4K 0.22% 31
2021
Q4 		$803K Sell
10,200
-50
-0.5% -$3.96K 0.23% 29
2021
Q3 		$800K Buy
10,250
+183
+2% +$14.6K 0.26% 27
2021
Q2 		$794K Hold
10,067
– – 0.28% 24
2021
Q1 		$764K Hold
10,067
– – 0.31% 23
2020
Q4 		$735K Sell
10,067
-87
-0.9% -$5.95K 0.32% 23
2020
Q3 		$646K Hold
10,154
– – 0.33% 24
2020
Q2 		$618K Sell
10,154
-15,181
-60% -$878K 0.33% 25
2020
Q1 		$1.35M Buy
+25,335
New +$1.61M 0.88% 16

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

Peterson Wealth Advisors's EFA Position: Q1 2026 in Review

Peterson Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 6.8% in Q1 2026, buying an estimated $68K and bringing the position to 10,636 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #41.

Peterson Wealth Advisors first reported a position in EFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.35M in Q1 2020. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Peterson Wealth Advisors held 10,636 shares of iShares MSCI EAFE ETF worth $1.03M as of Q1 2026.
  • Peterson Wealth Advisors bought 680 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $68K.
  • iShares MSCI EAFE ETF made up 0.14% of Peterson Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Peterson Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.35M in Q1 2020.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.