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

Physician 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	$458K	Hold	4,713	–	–	0.06%	111
2025 Q4	$453K	Sell	4,713 -122	-3%	-$11.6K	0.06%	113
2025 Q3	$451K	Sell	4,835 -2,443	-34%	-$222K	0.06%	114
2025 Q2	$651K	Sell	7,278 -1,186	-14%	-$101K	0.1%	84
2025 Q1	$692K	Sell	8,464 -1,208	-12%	-$97.4K	0.12%	79
2024 Q4	$731K	Sell	9,672 -735	-7%	-$58.2K	0.12%	81
2024 Q3	$845K	Sell	10,407 -430	-4%	-$34.6K	0.15%	70
2024 Q2	$881K	Buy	10,837 +18	+0.2%	+$1.43K	0.16%	71
2024 Q1	$825K	Sell	10,819 -128	-1%	-$9.79K	0.17%	72
2023 Q4	$812K	Sell	10,947 -177	-2%	-$12.5K	0.18%	70
2023 Q3	$761K	Hold	11,124	–	–	0.2%	64
2023 Q2	$806K	Buy	11,124 +58	+0.5%	+$4.21K	0.2%	62
2023 Q1	$811K	Hold	11,066	–	–	0.21%	55
2022 Q4	$788K	Sell	11,066 -3,922	-26%	-$246K	0.21%	57
2022 Q3	$881K	Sell	14,988 -16	-0.1%	-$997	0.27%	52
2022 Q2	$987K	Sell	15,004 -1,338	-8%	-$91.1K	0.29%	50
2022 Q1	$1.15M	Buy	16,342 +38	+0.2%	+$2.84K	0.3%	50
2021 Q4	$1.28M	Buy	16,304 +204	+1%	+$16.2K	0.34%	46
2021 Q3	$1.29M	Sell	16,100 -664	-4%	-$53.1K	0.35%	45
2021 Q2	$1.32M	Sell	16,764 -124	-0.7%	-$9.85K	0.38%	44
2021 Q1	$1.32M	Hold	16,888	–	–	0.43%	41
2020 Q4	$1.28M	Sell	16,888 -1,401	-8%	-$95.8K	0.44%	40
2020 Q3	$1.14M	Sell	18,289 -105	-0.6%	-$6.72K	0.46%	39
2020 Q2	$1.17M	Buy	18,394 +966	+6%	+$55.9K	0.47%	39
2020 Q1	$954K	Sell	17,428 -3,117	-15%	-$198K	0.48%	38
2019 Q4	$1.43M	Sell	20,545 -1,149	-5%	-$77.6K	0.64%	31
2019 Q3	$1.49M	Buy	+21,694	New	+$1.4M	0.73%	28

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

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

Physician Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,713 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #111.

Physician Wealth Advisors first reported a position in EFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q3 2019. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Physician Wealth Advisors held 4,713 shares of iShares MSCI EAFE ETF worth $458K as of Q1 2026.
Physician Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Physician Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.49M in Q3 2019.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.