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Savvy Advisors Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Savvy Advisors Inc’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 		$20M Buy
206,100
+164,358
+394% +$16.4M 0.53% 39
2025
Q4 		$4.01M Buy
41,742
+30,079
+258% +$2.85M 0.13% 121
2025
Q3 		$1.09M Buy
11,663
+526
+5% +$47.8K 0.05% 256
2025
Q2 		$996K Buy
11,137
+187
+2% +$16K 0.07% 219
2025
Q1 		$895K Sell
10,950
-269
-2% -$21.7K 0.09% 187
2024
Q4 		$848K Buy
11,219
+154
+1% +$12.2K 0.1% 167
2024
Q3 		$925K Buy
11,065
+341
+3% +$27.4K 0.19% 113
2024
Q2 		$840K Buy
10,724
+1,839
+21% +$146K 0.27% 87
2024
Q1 		$710K Buy
8,885
+646
+8% +$49.4K 0.41% 63
2023
Q4 		$621K Buy
+8,239
New +$582K 0.6% 43

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

Savvy Advisors Inc's EFA Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE ETF (EFA) stake by 394% in Q1 2026, buying an estimated $16.4M and bringing the position to 206,100 shares worth $20M. The position accounts for 0.53% of the portfolio, ranked #39.

Savvy Advisors Inc first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Savvy Advisors Inc held 206,100 shares of iShares MSCI EAFE ETF worth $20M as of Q1 2026.
  • Savvy Advisors Inc bought 164,358 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $16.4M.
  • iShares MSCI EAFE ETF made up 0.53% of Savvy Advisors Inc's portfolio in Q1 2026, its #39 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.