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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
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
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

Potentia Wealth's EFA Position: Q1 2026 in Review

Potentia Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q1 2026, selling an estimated $8.3K and leaving 5,133 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #55.

Potentia Wealth first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q4 2024. 2,203 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Potentia Wealth held 5,133 shares of iShares MSCI EAFE ETF worth $499K as of Q1 2026.
  • Potentia Wealth sold 83 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $8.3K.
  • iShares MSCI EAFE ETF made up 0.19% of Potentia Wealth's portfolio in Q1 2026, its #55 holding.
  • Potentia Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's iShares MSCI EAFE ETF position peaked at $630K in Q4 2024.
  • 2,203 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.