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POM Investment Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

POM Investment Strategies’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 		– Sell
-70
Closed -$6.72K – 459
2025
Q4 		$6.72K Sell
70
-1,000
-93% -$94.8K ﹤0.01% 180
2025
Q3 		$99.9K Buy
1,070
+1,000
+1,429% +$90.9K 0.05% 44
2025
Q2 		$6.26K Hold
70
– – ﹤0.01% 95
2025
Q1 		$5.72K Sell
70
-569
-89% -$45.9K 0.01% 115
2024
Q4 		$48.3K Buy
639
+416
+187% +$32.9K 0.04% 77
2024
Q3 		$18.6K Hold
223
– – 0.01% 107
2024
Q2 		$17.5K Hold
223
– – 0.01% 138
2024
Q1 		$17.8K Hold
223
– – 0.01% 97
2023
Q4 		$16.8K Buy
+223
New +$15.8K 0.02% 94

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

POM Investment Strategies's EFA Position: Q1 2026 in Review

POM Investment Strategies sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 70 shares — an estimated $6.72K sold.

POM Investment Strategies first reported a position in EFA in Q4 2023 and held it in 9 quarters. The position peaked at $99.9K in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • POM Investment Strategies reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 70 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $6.72K.
  • POM Investment Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 9 quarters.
  • POM Investment Strategies's iShares MSCI EAFE ETF position peaked at $99.9K in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.