Schneider Downs Wealth Management Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Schneider Downs Wealth Management 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 Q1	$5.93M	Sell	61,020 -160	-0.3%	-$16K	0.65%	25
2025 Q4	$5.88M	Buy	61,180 +462	+0.8%	+$43.8K	0.66%	26
2025 Q3	$5.67M	Sell	60,718 -24,591	-29%	-$2.24M	0.67%	25
2025 Q2	$7.63M	Buy	85,309 +126	+0.1%	+$10.8K	1.14%	23
2025 Q1	$6.96M	Sell	85,183 -3,436	-4%	-$277K	1.26%	19
2024 Q4	$6.7M	Buy	88,619 +1,266	+1%	+$100K	1.26%	21
2024 Q3	$7.31M	Sell	87,353 -391	-0.4%	-$31.5K	1.5%	15
2024 Q2	$6.87M	Buy	87,744 +23,806	+37%	+$1.89M	1.53%	16
2024 Q1	$5.11M	Hold	63,938	–	–	1.18%	20
2023 Q4	$4.82M	Sell	63,938 -25,033	-28%	-$1.77M	1.25%	21
2023 Q3	$6.13M	Sell	88,971 -1,106	-1%	-$79.2K	1.42%	16
2023 Q2	$6.53M	Sell	90,077 -2,527	-3%	-$184K	1.49%	14
2023 Q1	$6.62M	Buy	92,604 +4,656	+5%	+$326K	1.36%	14
2022 Q4	$5.77M	Buy	87,948 +41,448	+89%	+$2.6M	1.27%	14
2022 Q3	$2.6M	Buy	46,500 +33,169	+249%	+$2.07M	0.76%	20
2022 Q2	$833K	Hold	13,331	–	–	0.23%	43
2022 Q1	$981K	Hold	13,331	–	–	0.25%	41
2021 Q4	$1.05M	Hold	13,331	–	–	0.25%	43
2021 Q3	$1.04M	Sell	13,331 -2,524	-16%	-$202K	0.27%	39
2021 Q2	$1.25M	Hold	15,855	–	–	0.32%	32
2021 Q1	$1.2M	Hold	15,855	–	–	0.29%	33
2020 Q4	$1.16M	Hold	15,855	–	–	0.32%	31
2020 Q3	$1.01M	Buy	15,855 +3,600	+29%	+$230K	0.34%	30
2020 Q2	$746K	Sell	12,255 -4,914	-29%	-$284K	0.25%	34
2020 Q1	$918K	Buy	17,169 +1,076	+7%	+$68.3K	0.34%	33
2019 Q4	$1.12M	Buy	16,093 +2,132	+15%	+$144K	0.33%	28
2019 Q3	$910K	Hold	13,961	–	–	0.28%	29
2019 Q2	$918K	Hold	13,961	–	–	0.32%	29
2019 Q1	$906K	Hold	13,961	–	–	0.34%	26
2018 Q4	$821K	Buy	13,961 +1,706	+14%	+$107K	0.35%	25
2018 Q3	$833K	Hold	12,255	–	–	0.53%	19
2018 Q2	$821K	Hold	12,255	–	–	0.55%	17
2018 Q1	$854K	Buy	+12,255	New	+$874K	0.48%	18

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's EFA Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.26% in Q1 2026, selling an estimated $16K and leaving 61,020 shares worth $5.93M. The position accounts for 0.65% of the portfolio, ranked #25.

Schneider Downs Wealth Management Advisors first reported a position in EFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.63M in Q2 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Schneider Downs Wealth Management Advisors held 61,020 shares of iShares MSCI EAFE ETF worth $5.93M as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 160 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $16K.
iShares MSCI EAFE ETF made up 0.65% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #25 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
Schneider Downs Wealth Management Advisors's iShares MSCI EAFE ETF position peaked at $7.63M in Q2 2025.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.