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

Private Wealth Partners’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	$214K	Buy	+2,057	New	+$212K	0.02%	172
2023 Q3	–	Sell	-2,897	Closed	-$210K	–	161
2023 Q2	$210K	Buy	+2,897	New	+$210K	0.02%	154

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 Partners's EFA Position: Q2 2026 in Review

Private Wealth Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,057 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Private Wealth Partners previously reported a position in EFA as recently as Q2 2023.

Private Wealth Partners first reported a position in EFA in Q2 2023 and has held it in 2 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Private Wealth Partners held 2,057 shares of iShares MSCI EAFE ETF worth $214K as of Q2 2026.
iShares MSCI EAFE ETF was a new Private Wealth Partners position in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Private Wealth Partners's portfolio in Q2 2026, its #172 holding.
Private Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 2 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.