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Pitti Group Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Pitti Group Wealth Management’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 		$17.1M Buy
175,562
+1,178
+0.7% +$118K 13.84% 1
2025
Q4 		$16.7M Buy
174,384
+205
+0.1% +$19.4K 13.77% 1
2025
Q3 		$16.3M Sell
174,179
-3,159
-2% -$287K 13.85% 2
2025
Q2 		$15.9M Buy
177,338
+84,147
+90% +$7.18M 13.68% 2
2025
Q1 		$7.62M Buy
93,191
+3,006
+3% +$242K 7.81% 2
2024
Q4 		$6.82M Buy
90,185
+2,990
+3% +$237K 6.91% 3
2024
Q3 		$6.57M Hold
87,195
– – 7.15% 3
2024
Q2 		$6.57M Buy
87,195
+340
+0.4% +$26.9K 7.15% 3
2024
Q1 		$6.82M Sell
86,855
-340
-0.4% -$26K 7.62% 2
2023
Q4 		$6.57M Sell
87,195
-15,455
-15% -$1.09M 7.15% 3
2023
Q3 		$7.07M Sell
102,650
-3,192
-3% -$229K 8.09% 2
2023
Q2 		$7.67M Sell
105,842
-935
-0.9% -$67.9K 8.59% 2
2023
Q1 		$7.64M Sell
106,777
-2,478
-2% -$173K 8.52% 2
2022
Q4 		$7.17M Buy
109,255
+191
+0.2% +$12K 8.56% 2
2022
Q3 		$6.11M Buy
109,064
+1,526
+1% +$95.1K 8.43% 2
2022
Q2 		$6.72M Buy
107,538
+1,021
+1% +$69.5K 9.17% 2
2022
Q1 		$7.84M Buy
106,517
+21,057
+25% +$1.57M 9.14% 2
2021
Q4 		$6.72M Buy
+85,460
New +$6.77M 7.5% 2

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

Pitti Group Wealth Management's EFA Position: Q1 2026 in Review

Pitti Group Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.68% in Q1 2026, buying an estimated $118K and bringing the position to 175,562 shares worth $17.1M. The position accounts for 13.84% of the portfolio, ranked #1.

Pitti Group Wealth Management first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Pitti Group Wealth Management held 175,562 shares of iShares MSCI EAFE ETF worth $17.1M as of Q1 2026.
  • Pitti Group Wealth Management bought 1,178 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $118K.
  • iShares MSCI EAFE ETF made up 13.84% of Pitti Group Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Pitti Group Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.