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

Quotient 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 		$2.62M Sell
25,180
-832
-3% -$85.6K 0.06% 79
2026
Q1 		$2.53M Sell
26,012
-129
-0.5% -$12.9K 0.07% 73
2025
Q4 		$2.51M Buy
26,141
+43
+0.2% +$4.08K 0.07% 74
2025
Q3 		$2.44M Sell
26,098
-89
-0.3% -$8.09K 0.07% 73
2025
Q2 		$2.34M Buy
26,187
+2,758
+12% +$235K 0.07% 68
2025
Q1 		$1.91M Sell
23,429
-1,207
-5% -$97.3K 0.06% 71
2024
Q4 		$1.86M Sell
24,636
-124
-0.5% -$9.82K 0.06% 65
2024
Q3 		$2.07M Sell
24,760
-411
-2% -$33.1K 0.07% 66
2024
Q2 		$1.97M Sell
25,171
-342
-1% -$27.1K 0.07% 61
2024
Q1 		$2.04M Sell
25,513
-823
-3% -$62.9K 0.07% 74
2023
Q4 		$1.98M Buy
+26,336
New +$1.86M 0.08% 84

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

Quotient Wealth Partners's EFA Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2026, selling an estimated $85.6K and leaving 25,180 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #79.

Quotient Wealth Partners first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Quotient Wealth Partners held 25,180 shares of iShares MSCI EAFE ETF worth $2.62M as of Q2 2026.
  • Quotient Wealth Partners sold 832 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $85.6K.
  • iShares MSCI EAFE ETF made up 0.06% of Quotient Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Quotient Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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