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Sax Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sax Wealth 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 		$8.32M Buy
85,699
+11,028
+15% +$1.13M 0.34% 57
2026
Q1 		$7.17M Hold
74,671
– – 0.35% 53
2025
Q4 		$7.17M Buy
74,671
+53,159
+247% +$5.04M 0.34% 55
2025
Q3 		$2.01M Buy
21,512
+474
+2% +$43.1K 0.11% 109
2025
Q2 		$1.88M Buy
21,038
+2,780
+15% +$237K 0.11% 107
2025
Q1 		$1.49M Buy
18,258
+3,179
+21% +$256K 0.11% 104
2024
Q4 		$1.14M Buy
15,079
+3,377
+29% +$267K 0.09% 108
2024
Q3 		$979K Buy
11,702
+2,181
+23% +$175K 0.09% 92
2024
Q2 		$746K Buy
9,521
+763
+9% +$60.4K 0.07% 109
2024
Q1 		$699K Sell
8,758
-65
-0.7% -$4.97K 0.08% 97
2023
Q4 		$665K Buy
8,823
+581
+7% +$41.1K 0.11% 96
2023
Q3 		$568K Sell
8,242
-335
-4% -$24K 0.11% 102
2023
Q2 		$622K Buy
8,577
+2
+0% +$145 0.12% 91
2023
Q1 		$613K Buy
8,575
+150
+2% +$10.5K 0.13% 90
2022
Q4 		$553K Sell
8,425
-255
-3% -$16K 0.13% 94
2022
Q3 		$486K Sell
8,680
-93
-1% -$5.8K 0.13% 99
2022
Q2 		$548K Sell
8,773
-2,287
-21% -$156K 0.14% 96
2022
Q1 		$814K Buy
11,060
+734
+7% +$54.9K 0.2% 68
2021
Q4 		$812K Buy
10,326
+5
+0% +$396 0.17% 75
2021
Q3 		$805K Hold
10,321
– – 0.19% 73
2021
Q2 		$814K Buy
10,321
+80
+0.8% +$6.36K 0.28% 64
2021
Q1 		$777K Buy
10,241
+590
+6% +$44.4K 0.28% 62
2020
Q4 		$704K Buy
+9,651
New +$660K 0.32% 59

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Sax Wealth Advisors's EFA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, buying an estimated $1.13M and bringing the position to 85,699 shares worth $8.32M. The position accounts for 0.34% of the portfolio, ranked #57.

Sax Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sax Wealth Advisors held 85,699 shares of iShares MSCI EAFE ETF worth $8.32M as of Q2 2026.
  • Sax Wealth Advisors bought 11,028 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.13M.
  • iShares MSCI EAFE ETF made up 0.34% of Sax Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.