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 Q2	$1.55M	Buy	14,898 +2,462	+20%	+$253K	0.25%	78
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 $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

PKS Advisory Services's EFA Position: Q2 2026 in Review

PKS Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2026, buying an estimated $253K and bringing the position to 14,898 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #78.

PKS Advisory Services first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

PKS Advisory Services held 14,898 shares of iShares MSCI EAFE ETF worth $1.55M as of Q2 2026.
PKS Advisory Services bought 2,462 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $253K.
iShares MSCI EAFE ETF made up 0.25% of PKS Advisory Services's portfolio in Q2 2026, its #78 holding.
PKS Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.