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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Advisory Group's EFA Position: Q1 2026 in Review

Private Advisory Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 30,897 shares worth $3M. The stake represents 0.2% of the portfolio and ranks #108 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in EFA as recently as Q2 2023.

Private Advisory Group first reported a position in EFA in Q4 2016 and has held it in 10 quarters since. The position peaked at $5.75M in Q4 2016. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Private Advisory Group held 30,897 shares of iShares MSCI EAFE ETF worth $3M as of Q1 2026.
iShares MSCI EAFE ETF was a new Private Advisory Group position in Q1 2026.
iShares MSCI EAFE ETF made up 0.2% of Private Advisory Group's portfolio in Q1 2026, its #108 holding.
Private Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 10 quarters since.
Private Advisory Group's iShares MSCI EAFE ETF position peaked at $5.75M in Q4 2016.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.