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

Private Wealth Management 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	$944K	Sell	9,715 -25	-0.3%	-$2.5K	0.25%	43
2025 Q4	$935K	Buy	9,740 +25	+0.3%	+$2.37K	0.25%	43
2025 Q3	$907K	Hold	9,715	–	–	0.25%	44
2025 Q2	$868K	Sell	9,715 -50	-0.5%	-$4.27K	0.29%	42
2025 Q1	$798K	Hold	9,765	–	–	0.29%	41
2024 Q4	$738K	Hold	9,765	–	–	0.28%	40
2024 Q3	$817K	Hold	9,765	–	–	0.32%	38
2024 Q2	$765K	Hold	9,765	–	–	0.33%	37
2024 Q1	$780K	Sell	9,765 -35	-0.4%	-$2.68K	0.35%	36
2023 Q4	$738K	Buy	+9,800	New	+$693K	0.36%	37

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 Management Group's EFA Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.26% in Q1 2026, selling an estimated $2.5K and leaving 9,715 shares worth $944K. The position accounts for 0.25% of the portfolio, ranked #43.

Private Wealth Management Group first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Private Wealth Management Group held 9,715 shares of iShares MSCI EAFE ETF worth $944K as of Q1 2026.
Private Wealth Management Group sold 25 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.5K.
iShares MSCI EAFE ETF made up 0.25% of Private Wealth Management Group's portfolio in Q1 2026, its #43 holding.
Private Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.