Philip James Wealth Mangement’s iShares MSCI EAFE ETF EFA Stock Holding History

Philip James Wealth Mangement’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	$360K	Hold	3,462	–	–	0.04%	122
2026 Q1	$336K	Sell	3,462 -10	-0.3%	-$1K	0.04%	134
2025 Q4	$333K	Hold	3,472	–	–	0.04%	144
2025 Q3	$324K	Hold	3,472	–	–	0.04%	145
2025 Q2	$310K	Buy	3,472 +60	+2%	+$5.12K	0.04%	135
2025 Q1	$279K	Hold	3,412	–	–	0.03%	139
2024 Q4	$258K	Hold	3,412	–	–	0.03%	145
2024 Q3	$285K	Buy	+3,412	New	+$275K	0.04%	130

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

Philip James Wealth Mangement's EFA Position: Q2 2026 in Review

Philip James Wealth Mangement held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,462 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #122.

Philip James Wealth Mangement first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Philip James Wealth Mangement held 3,462 shares of iShares MSCI EAFE ETF worth $360K as of Q2 2026.
Philip James Wealth Mangement left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #122 holding.
Philip James Wealth Mangement first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.