Precedent Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Precedent Wealth Partners’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	$13.1M	Buy	126,313 +3,546	+3%	+$365K	2.18%	10
2026 Q1	$11.9M	Buy	122,767 +2,008	+2%	+$201K	2.39%	7
2025 Q4	$11.6M	Hold	120,759	–	–	2.43%	7
2025 Q3	$11.3M	Buy	120,759 +1,558	+1%	+$142K	2.48%	7
2025 Q2	$10.7M	Sell	119,201 -656	-0.5%	-$56K	2.61%	7
2025 Q1	$9.8M	Buy	119,857 +786	+0.7%	+$63.4K	2.72%	8
2024 Q4	$9M	Sell	119,071 -8,461	-7%	-$670K	2.94%	6
2024 Q3	$10.7M	Sell	127,532 -2,943	-2%	-$237K	3.52%	6
2024 Q2	$10.2M	Sell	130,475 -3,205	-2%	-$254K	4.12%	5
2024 Q1	$10.7M	Buy	133,680 +6,351	+5%	+$486K	4.59%	5
2023 Q4	$9.59M	Buy	+127,329	New	+$9M	4.88%	6

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

Precedent Wealth Partners's EFA Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, buying an estimated $365K and bringing the position to 126,313 shares worth $13.1M. The position accounts for 2.18% of the portfolio, ranked #10.

Precedent Wealth Partners first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Precedent Wealth Partners held 126,313 shares of iShares MSCI EAFE ETF worth $13.1M as of Q2 2026.
Precedent Wealth Partners bought 3,546 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $365K.
iShares MSCI EAFE ETF made up 2.18% of Precedent Wealth Partners's portfolio in Q2 2026, its #10 holding.
Precedent Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.