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Powell Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Powell Investment Advisors’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 		$6.89M Sell
70,949
-455
-0.6% -$45.5K 2.38% 9
2025
Q4 		$6.86M Sell
71,404
-282
-0.4% -$26.7K 2.36% 10
2025
Q3 		$6.69M Sell
71,686
-1,342
-2% -$122K 2.34% 11
2025
Q2 		$6.53M Buy
73,028
+681
+0.9% +$58.1K 2.45% 10
2025
Q1 		$5.91M Sell
72,347
-17,644
-20% -$1.42M 2.9% 9
2024
Q4 		$6.8M Sell
89,991
-166
-0.2% -$13.1K 3.15% 7
2024
Q3 		$7.54M Sell
90,157
-1,278
-1% -$103K 3.52% 7
2024
Q2 		$7.16M Sell
91,435
-911
-1% -$72.2K 3.71% 7
2024
Q1 		$7.37M Sell
92,346
-4,154
-4% -$318K 3.89% 7
2023
Q4 		$7.27M Buy
96,500
+1,111
+1% +$78.5K 4.02% 7
2023
Q3 		$6.57M Sell
95,389
-1,776
-2% -$127K 3.95% 7
2023
Q2 		$7.04M Sell
97,165
-7,187
-7% -$522K 4.12% 7
2023
Q1 		$7.46M Sell
104,352
-3,179
-3% -$222K 4.15% 7
2022
Q4 		$7.06M Sell
107,531
-149
-0.1% -$9.33K 4.1% 7
2022
Q3 		$6.03M Buy
107,680
+1,926
+2% +$120K 3.96% 7
2022
Q2 		$6.61M Buy
105,754
+6,062
+6% +$413K 4.01% 7
2022
Q1 		$7.34M Buy
99,692
+7,808
+8% +$584K 4.27% 6
2021
Q4 		$7.24M Buy
91,884
+1,189
+1% +$94.2K 4.12% 6
2021
Q3 		$7.08M Buy
90,695
+260
+0.3% +$20.8K 4.37% 6
2021
Q2 		$7.13M Buy
90,435
+1,276
+1% +$101K 4.38% 6
2021
Q1 		$6.76M Buy
89,159
+3,657
+4% +$275K 4.42% 6
2020
Q4 		$6.24M Buy
85,502
+1,754
+2% +$120K 4.75% 6
2020
Q3 		$5.33M Sell
83,748
-329
-0.4% -$21.1K 4.57% 7
2020
Q2 		$5.12M Buy
84,077
+2,825
+3% +$163K 4.95% 6
2020
Q1 		$4.34M Buy
81,252
+3,125
+4% +$198K 5.26% 4
2019
Q4 		$5.42M Buy
+78,127
New +$5.28M 5.65% 3

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

Powell Investment Advisors's EFA Position: Q1 2026 in Review

Powell Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.64% in Q1 2026, selling an estimated $45.5K and leaving 70,949 shares worth $6.89M. The position accounts for 2.38% of the portfolio, ranked #9.

Powell Investment Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.54M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Powell Investment Advisors held 70,949 shares of iShares MSCI EAFE ETF worth $6.89M as of Q1 2026.
  • Powell Investment Advisors sold 455 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $45.5K.
  • iShares MSCI EAFE ETF made up 2.38% of Powell Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Powell Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's iShares MSCI EAFE ETF position peaked at $7.54M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.