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Prosperity Consulting Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Prosperity Consulting 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 		$108M Buy
1,113,071
+117,348
+12% +$11.7M 4.81% 2
2025
Q4 		$95.6M Buy
995,723
+186,030
+23% +$17.6M 4.3% 2
2025
Q3 		$75.6M Buy
809,693
+788,837
+3,782% +$71.7M 3.73% 2
2025
Q2 		$1.86M Sell
20,856
-234
-1% -$20K 0.14% 149
2025
Q1 		$1.72M Buy
21,090
+5,855
+38% +$472K 0.13% 163
2024
Q4 		$1.15M Sell
15,235
-888
-6% -$70.3K 0.09% 210
2024
Q3 		$1.35M Buy
16,123
+678
+4% +$54.6K 0.11% 192
2024
Q2 		$1.21M Sell
15,445
-1,326
-8% -$105K 0.16% 120
2024
Q1 		$1.34M Buy
16,771
+7,606
+83% +$582K 0.17% 124
2023
Q4 		$691K Sell
9,165
-420
-4% -$29.7K 0.23% 82
2023
Q3 		$661K Buy
9,585
+1,670
+21% +$120K 0.3% 74
2023
Q2 		$574K Buy
7,915
+116
+1% +$8.42K 0.35% 62
2023
Q1 		$558K Sell
7,799
-121
-2% -$8.46K 0.35% 61
2022
Q4 		$520K Buy
7,920
+27
+0.3% +$1.69K 0.35% 63
2022
Q3 		$442K Sell
7,893
-85
-1% -$5.3K 0.36% 60
2022
Q2 		$499K Buy
7,978
+408
+5% +$27.8K 0.43% 52
2022
Q1 		$557K Hold
7,570
– – 0.41% 53
2021
Q4 		$584K Buy
+7,570
New +$600K 0.44% 53

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prosperity Consulting Group's EFA Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $11.7M and bringing the position to 1,113,071 shares worth $108M. The position accounts for 4.81% of the portfolio, ranked #2.

Prosperity Consulting Group first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Prosperity Consulting Group held 1,113,071 shares of iShares MSCI EAFE ETF worth $108M as of Q1 2026.
  • Prosperity Consulting Group bought 117,348 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.7M.
  • iShares MSCI EAFE ETF made up 4.81% of Prosperity Consulting Group's portfolio in Q1 2026, its #2 holding.
  • Prosperity Consulting Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.