Sandy Cove Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sandy Cove Advisors’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	$1.52M	Buy	14,668 +1,455	+11%	+$150K	0.38%	39
2026 Q1	$1.28M	Hold	13,213	–	–	0.38%	39
2025 Q4	$1.27M	Buy	13,213 +461	+4%	+$43.7K	0.38%	38
2025 Q3	$1.19M	Hold	12,752	–	–	0.38%	43
2025 Q2	$1.14M	Buy	12,752 +137	+1%	+$11.7K	0.41%	38
2025 Q1	$1.03M	Buy	12,615 +142	+1%	+$11.4K	0.41%	39
2024 Q4	$943K	Sell	12,473 -2,001	-14%	-$158K	0.37%	43
2024 Q3	$1.21M	Hold	14,474	–	–	0.49%	32
2024 Q2	$1.13M	Buy	14,474 +132	+0.9%	+$10.5K	0.5%	35
2024 Q1	$1.15M	Hold	14,342	–	–	0.53%	33
2023 Q4	$1.08M	Buy	14,342 +138	+1%	+$9.75K	0.55%	34
2023 Q3	$979K	Sell	14,204 -4,837	-25%	-$347K	0.57%	34
2023 Q2	$1.38M	Sell	19,041 -952	-5%	-$69.1K	0.79%	24
2023 Q1	$1.43M	Buy	19,993 +210	+1%	+$14.7K	1.04%	20
2022 Q4	$1.3M	Buy	19,783 +14,307	+261%	+$896K	1.05%	18
2022 Q3	$307K	Buy	+5,476	New	+$341K	0.28%	51
2022 Q2	–	Sell	-2,452	Closed	-$180K	–	163
2022 Q1	$180K	Sell	2,452 -98	-4%	-$7.33K	0.15%	92
2021 Q4	$201K	Buy	+2,550	New	+$202K	0.17%	79

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

Sandy Cove Advisors's EFA Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, buying an estimated $150K and bringing the position to 14,668 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #39.

Sandy Cove Advisors first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sandy Cove Advisors held 14,668 shares of iShares MSCI EAFE ETF worth $1.52M as of Q2 2026.
Sandy Cove Advisors bought 1,455 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $150K.
iShares MSCI EAFE ETF made up 0.38% of Sandy Cove Advisors's portfolio in Q2 2026, its #39 holding.
Sandy Cove Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.