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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Philip James Wealth Mangement's EFA Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its iShares MSCI EAFE ETF (EFA) stake by 0.29% in Q1 2026, selling an estimated $1K and leaving 3,462 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #134.

Philip James Wealth Mangement first reported a position in EFA in Q3 2024 and has held it in 7 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Philip James Wealth Mangement held 3,462 shares of iShares MSCI EAFE ETF worth $336K as of Q1 2026.
Philip James Wealth Mangement sold 10 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1K.
iShares MSCI EAFE ETF made up 0.04% of Philip James Wealth Mangement's portfolio in Q1 2026, its #134 holding.
Philip James Wealth Mangement first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.