Private Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Advisory Group’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	$3.62M	Buy	34,860 +3,963	+13%	+$408K	0.2%	113
2026 Q1	$3M	Buy	+30,897	New	+$3.09M	0.2%	108
2023 Q3	–	Sell	-7,951	Closed	-$576K	–	200
2023 Q2	$576K	Sell	7,951 -364	-4%	-$26.4K	0.11%	135
2023 Q1	$595K	Buy	+8,315	New	+$582K	0.13%	113
2018 Q3	–	Sell	-47,353	Closed	-$3.17M	–	122
2018 Q2	$3.17M	Sell	47,353 -4,763	-9%	-$334K	1.59%	18
2018 Q1	$3.63M	Sell	52,116 -6,649	-11%	-$474K	2.24%	12
2017 Q4	$4.13M	Buy	58,765 +2,624	+5%	+$182K	2.23%	9
2017 Q3	$3.84M	Sell	56,141 -760	-1%	-$50.8K	2.28%	11
2017 Q2	$3.71M	Buy	56,901 +12,251	+27%	+$793K	2.21%	12
2017 Q1	$2.78M	Sell	44,650 -54,872	-55%	-$3.32M	1.87%	11
2016 Q4	$5.75M	Buy	+99,522	New	+$5.74M	3.96%	2

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

Private Advisory Group's EFA Position: Q2 2026 in Review

Private Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 13% in Q2 2026, buying an estimated $408K and bringing the position to 34,860 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #113.

Private Advisory Group first reported a position in EFA in Q4 2016 and has held it in 11 quarters since. The position peaked at $5.75M in Q4 2016. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Private Advisory Group held 34,860 shares of iShares MSCI EAFE ETF worth $3.62M as of Q2 2026.
Private Advisory Group bought 3,963 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $408K.
iShares MSCI EAFE ETF made up 0.2% of Private Advisory Group's portfolio in Q2 2026, its #113 holding.
Private Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 11 quarters since.
Private Advisory Group's iShares MSCI EAFE ETF position peaked at $5.75M in Q4 2016.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.