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QTR Family Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

QTR Family Wealth’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 		$247K Buy
2,378
+6
+0.3% +$617 0.09% 264
2026
Q1 		$246K Hold
2,372
– – 0.1% 237
2025
Q4 		$247K Sell
2,372
-35
-1% -$3.32K 0.11% 219
2025
Q3 		$225K Hold
2,407
– – 0.11% 227
2025
Q2 		$215K Buy
+2,407
New +$206K 0.13% 168

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

QTR Family Wealth's EFA Position: Q2 2026 in Review

QTR Family Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.25% in Q2 2026, buying an estimated $617 and bringing the position to 2,378 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #264.

QTR Family Wealth first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • QTR Family Wealth held 2,378 shares of iShares MSCI EAFE ETF worth $247K as of Q2 2026.
  • QTR Family Wealth bought 6 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $617.
  • iShares MSCI EAFE ETF made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #264 holding.
  • QTR Family Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's iShares MSCI EAFE ETF position peaked at $247K in Q4 2025.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.