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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
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 $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

Quotient Wealth Partners's EFA Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.49% in Q1 2026, selling an estimated $12.9K and leaving 26,012 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #73.

Quotient Wealth Partners first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Quotient Wealth Partners held 26,012 shares of iShares MSCI EAFE ETF worth $2.53M as of Q1 2026.
  • Quotient Wealth Partners sold 129 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $12.9K.
  • iShares MSCI EAFE ETF made up 0.07% of Quotient Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • Quotient Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.