Potentia Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Potentia Wealth’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	–	Sell	-5,133	Closed	-$499K	–	68
2026 Q1	$499K	Sell	5,133 -83	-2%	-$8.3K	0.19%	55
2025 Q4	$501K	Buy	5,216 +7	+0.1%	+$664	0.18%	54
2025 Q3	$486K	Sell	5,209 -326	-6%	-$29.6K	0.19%	61
2025 Q2	$495K	Sell	5,535 -1,645	-23%	-$140K	0.28%	45
2025 Q1	$587K	Sell	7,180 -1,157	-14%	-$93.3K	0.28%	47
2024 Q4	$630K	Buy	+8,337	New	+$660K	0.28%	51

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

Potentia Wealth's EFA Position: Q2 2026 in Review

Potentia Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 5,133 shares — an estimated $499K sold.

Potentia Wealth first reported a position in EFA in Q4 2024 and held it in 6 quarters. The position peaked at $630K in Q4 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Potentia Wealth reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 5,133 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $499K.
Potentia Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's iShares MSCI EAFE ETF position peaked at $630K in Q4 2024.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.