Relyea Zuckerberg Hanson’s iShares MSCI EAFE ETF EFA Stock Holding History

Relyea Zuckerberg Hanson’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	$991K	Buy	9,543 +85	+0.9%	+$8.74K	0.08%	116
2026 Q1	$919K	Hold	9,458	–	–	0.09%	104
2025 Q4	$908K	Buy	9,458 +594	+7%	+$56.3K	0.09%	110
2025 Q3	$828K	Hold	8,864	–	–	0.09%	115
2025 Q2	$792K	Buy	8,864 +15	+0.2%	+$1.28K	0.09%	110
2025 Q1	$723K	Buy	8,849 +300	+4%	+$24.2K	0.1%	113
2024 Q4	$646K	Buy	8,549 +13	+0.2%	+$1.03K	0.09%	118
2024 Q3	$714K	Hold	8,536	–	–	0.11%	99
2024 Q2	$669K	Buy	8,536 +903	+12%	+$71.5K	0.11%	97
2024 Q1	$610K	Hold	7,633	–	–	0.11%	104
2023 Q4	$575K	Hold	7,633	–	–	0.11%	105
2023 Q3	$526K	Buy	7,633 +900	+13%	+$64.5K	0.12%	102
2023 Q2	$488K	Sell	6,733 -430	-6%	-$31.2K	0.11%	111
2023 Q1	$512K	Hold	7,163	–	–	0.13%	100
2022 Q4	$470K	Hold	7,163	–	–	0.13%	101
2022 Q3	$401K	Hold	7,163	–	–	0.14%	96
2022 Q2	$448K	Buy	7,163 +53	+0.7%	+$3.61K	0.17%	89
2022 Q1	$514K	Hold	7,110	–	–	0.17%	94
2021 Q4	$543K	Hold	7,110	–	–	0.2%	86
2021 Q3	$555K	Hold	7,110	–	–	0.22%	75
2021 Q2	$561K	Hold	7,110	–	–	0.23%	66
2021 Q1	$561K	Hold	7,110	–	–	0.25%	63
2020 Q4	$519K	Hold	7,110	–	–	0.28%	63
2020 Q3	$458K	Sell	7,110 -1,565	-18%	-$100K	0.29%	64
2020 Q2	$528K	Hold	8,675	–	–	0.42%	51
2020 Q1	$464K	Buy	8,675 +2,775	+47%	+$176K	0.51%	46
2019 Q4	$410K	Buy	+5,900	New	+$398K	0.39%	60

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

Relyea Zuckerberg Hanson's EFA Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares MSCI EAFE ETF (EFA) stake by 0.9% in Q2 2026, buying an estimated $8.74K and bringing the position to 9,543 shares worth $991K. The position accounts for 0.08% of the portfolio, ranked #116.

Relyea Zuckerberg Hanson first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Relyea Zuckerberg Hanson held 9,543 shares of iShares MSCI EAFE ETF worth $991K as of Q2 2026.
Relyea Zuckerberg Hanson bought 85 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $8.74K.
iShares MSCI EAFE ETF made up 0.08% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #116 holding.
Relyea Zuckerberg Hanson first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.