Private Client Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Client Services’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	$1.56M	Buy	14,983 +441	+3%	+$45.4K	0.41%	53
2026 Q1	$1.41M	Buy	14,542 +226	+2%	+$22.6K	0.42%	56
2025 Q4	$1.37M	Buy	14,316 +233	+2%	+$22.1K	0.43%	55
2025 Q3	$1.31M	Buy	14,083 +229	+2%	+$20.8K	0.44%	55
2025 Q2	$1.24M	Buy	13,854 +2,423	+21%	+$207K	0.48%	53
2025 Q1	$934K	Sell	11,431 -77	-0.7%	-$6.21K	0.46%	55
2024 Q4	$870K	Sell	11,508 -327	-3%	-$25.9K	0.47%	60
2024 Q3	$990K	Buy	11,835 +732	+7%	+$58.9K	0.53%	52
2024 Q2	$870K	Buy	11,103 +15	+0.1%	+$1.19K	0.55%	49
2024 Q1	$885K	Sell	11,088 -388	-3%	-$29.7K	0.59%	52
2023 Q4	$865K	Buy	+11,476	New	+$811K	0.71%	37

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 Client Services's EFA Position: Q2 2026 in Review

Private Client Services increased its iShares MSCI EAFE ETF (EFA) stake by 3% in Q2 2026, buying an estimated $45.4K and bringing the position to 14,983 shares worth $1.56M. The position accounts for 0.41% of the portfolio, ranked #53.

Private Client Services first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Private Client Services held 14,983 shares of iShares MSCI EAFE ETF worth $1.56M as of Q2 2026.
Private Client Services bought 441 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $45.4K.
iShares MSCI EAFE ETF made up 0.41% of Private Client Services's portfolio in Q2 2026, its #53 holding.
Private Client Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.