Private Wealth Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Wealth Asset Management’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	$10.9M	Buy	112,684 +255	+0.2%	+$25.5K	1.17%	17
2025 Q4	$10.8M	Buy	112,429 +2,743	+3%	+$260K	1.17%	17
2025 Q3	$10.2M	Buy	109,686 +530	+0.5%	+$48.2K	1.21%	16
2025 Q2	$9.76M	Hold	109,156	–	–	1.29%	14
2025 Q1	$8.92M	Buy	+109,156	New	+$8.8M	1.28%	15

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 Asset Management's EFA Position: Q1 2026 in Review

Private Wealth Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.23% in Q1 2026, buying an estimated $25.5K and bringing the position to 112,684 shares worth $10.9M. The position accounts for 1.17% of the portfolio, ranked #17.

Private Wealth Asset Management first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Private Wealth Asset Management held 112,684 shares of iShares MSCI EAFE ETF worth $10.9M as of Q1 2026.
Private Wealth Asset Management bought 255 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $25.5K.
iShares MSCI EAFE ETF made up 1.17% of Private Wealth Asset Management's portfolio in Q1 2026, its #17 holding.
Private Wealth Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.