PKS Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

PKS Advisory Services’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	$1.21M	Sell	12,436 -674	-5%	-$67.4K	0.28%	75
2025 Q4	$1.26M	Sell	13,110 -45	-0.3%	-$4.27K	0.29%	68
2025 Q3	$1.23M	Buy	13,155 +625	+5%	+$56.8K	0.26%	69
2025 Q2	$1.12M	Buy	12,530 +2,950	+31%	+$252K	0.28%	73
2025 Q1	$783K	Sell	9,580 -687	-7%	-$55.4K	0.21%	99
2024 Q4	$776K	Buy	+10,267	New	+$813K	0.19%	97

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

PKS Advisory Services's EFA Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 5.1% in Q1 2026, selling an estimated $67.4K and leaving 12,436 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #75.

PKS Advisory Services first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

PKS Advisory Services held 12,436 shares of iShares MSCI EAFE ETF worth $1.21M as of Q1 2026.
PKS Advisory Services sold 674 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $67.4K.
iShares MSCI EAFE ETF made up 0.28% of PKS Advisory Services's portfolio in Q1 2026, its #75 holding.
PKS Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares MSCI EAFE ETF position peaked at $1.26M in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.