Sard Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Sard Wealth Management Group’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	$335K	Buy	3,225 +49	+2%	+$5.04K	0.16%	46
2026 Q1	$308K	Hold	3,176	–	–	0.17%	44
2025 Q4	$305K	Buy	3,176 +57	+2%	+$5.41K	0.17%	45
2025 Q3	$291K	Hold	3,119	–	–	0.17%	42
2025 Q2	$279K	Buy	3,119 +54	+2%	+$4.61K	0.17%	40
2025 Q1	$251K	Hold	3,065	–	–	0.17%	40
2024 Q4	$232K	Buy	3,065 +38	+1%	+$3.01K	0.16%	39
2024 Q3	$253K	Hold	3,027	–	–	0.17%	37
2024 Q2	$237K	Buy	3,027 +342	+13%	+$27.1K	0.17%	38
2024 Q1	$214K	Hold	2,685	–	–	0.19%	41
2023 Q4	$202K	Buy	+2,685	New	+$190K	0.2%	40

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

Sard Wealth Management Group's EFA Position: Q2 2026 in Review

Sard Wealth Management Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, buying an estimated $5.04K and bringing the position to 3,225 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #46.

Sard Wealth Management Group first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sard Wealth Management Group held 3,225 shares of iShares MSCI EAFE ETF worth $335K as of Q2 2026.
Sard Wealth Management Group bought 49 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.04K.
iShares MSCI EAFE ETF made up 0.16% of Sard Wealth Management Group's portfolio in Q2 2026, its #46 holding.
Sard Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.