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 Q2	$11.4M	Sell	109,688 -2,996	-3%	-$308K	1.1%	19
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 $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 Wealth Asset Management's EFA Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2026, selling an estimated $308K and leaving 109,688 shares worth $11.4M. The position accounts for 1.1% of the portfolio, ranked #19.

Private Wealth Asset Management first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Private Wealth Asset Management held 109,688 shares of iShares MSCI EAFE ETF worth $11.4M as of Q2 2026.
Private Wealth Asset Management sold 2,996 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $308K.
iShares MSCI EAFE ETF made up 1.1% of Private Wealth Asset Management's portfolio in Q2 2026, its #19 holding.
Private Wealth Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.