Private Wealth Advisors (California)’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Wealth Advisors (California)’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	$3.18M	Buy	32,716 +1,955	+6%	+$196K	0.89%	38
2025 Q4	$2.95M	Sell	30,761 -44	-0.1%	-$4.17K	0.94%	38
2025 Q3	$2.88M	Sell	30,805 -734	-2%	-$66.7K	0.97%	38
2025 Q2	$2.82M	Buy	31,539 +1,483	+5%	+$127K	1.03%	38
2025 Q1	$2.46M	Buy	30,056 +532	+2%	+$42.9K	0.89%	40
2024 Q4	$2.23M	Buy	29,524 +1,696	+6%	+$134K	0.88%	39
2024 Q3	$2.31M	Buy	27,828 +616	+2%	+$49.6K	0.88%	41
2024 Q2	$2.14M	Buy	27,212 +2,804	+11%	+$222K	0.82%	40
2024 Q1	$1.95M	Sell	24,408 -3,938	-14%	-$301K	0.79%	39
2023 Q4	$2.14M	Buy	28,346 +769	+3%	+$54.4K	0.83%	34
2023 Q3	$1.9M	Sell	27,577 -118	-0.4%	-$8.45K	0.8%	36
2023 Q2	$2.01M	Buy	27,695 +255	+0.9%	+$18.5K	0.82%	33
2023 Q1	$1.96M	Sell	27,440 -46	-0.2%	-$3.22K	0.83%	34
2022 Q4	$1.8M	Sell	27,486 -812	-3%	-$50.9K	0.61%	38
2022 Q3	$1.58M	Sell	28,298 -39	-0.1%	-$2.43K	0.74%	34
2022 Q2	$1.88M	Sell	28,337 -63	-0.2%	-$4.29K	0.69%	35
2022 Q1	$2.09M	Sell	28,400 -38	-0.1%	-$2.84K	0.67%	33
2021 Q4	$2.24M	Buy	28,438 +117	+0.4%	+$9.27K	0.48%	39
2021 Q3	$2.18M	Sell	28,321 -270	-0.9%	-$21.6K	0.52%	39
2021 Q2	$2.25M	Sell	28,591 -735	-3%	-$58.4K	0.69%	32
2021 Q1	$2.23M	Sell	29,326 -7,618	-21%	-$574K	0.75%	26
2020 Q4	$2.77M	Sell	36,944 -527	-1%	-$36K	0.96%	23
2020 Q3	$2.38M	Sell	37,471 -598	-2%	-$38.3K	1.24%	20
2020 Q2	$2.32M	Sell	38,069 -37,190	-49%	-$2.15M	1.61%	17
2020 Q1	$4.02M	Sell	75,259 -56,898	-43%	-$3.61M	3.3%	12
2019 Q4	$9.18M	Sell	132,157 -8,951	-6%	-$605K	5.28%	3
2019 Q3	$9.2M	Buy	141,108 +9,530	+7%	+$614K	6%	5
2019 Q2	$8.53M	Hold	131,578	–	–	5.81%	6
2019 Q1	$8.53M	Buy	131,578 +6,350	+5%	+$400K	5.81%	6
2018 Q4	$7.36M	Buy	+125,228	New	+$7.82M	5.95%	6

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 Wealth Advisors (California)'s EFA Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its iShares MSCI EAFE ETF (EFA) stake by 6.4% in Q1 2026, buying an estimated $196K and bringing the position to 32,716 shares worth $3.18M. The position accounts for 0.89% of the portfolio, ranked #38.

Private Wealth Advisors (California) first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.2M in Q3 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Private Wealth Advisors (California) held 32,716 shares of iShares MSCI EAFE ETF worth $3.18M as of Q1 2026.
Private Wealth Advisors (California) bought 1,955 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $196K.
iShares MSCI EAFE ETF made up 0.89% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #38 holding.
Private Wealth Advisors (California) first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
Private Wealth Advisors (California)'s iShares MSCI EAFE ETF position peaked at $9.2M in Q3 2019.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.