Schrum Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Schrum Private Wealth Management’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	$734K	Buy	7,556 +505	+7%	+$50.5K	0.56%	53
2025 Q4	$677K	Buy	7,051 +128	+2%	+$12.1K	0.5%	58
2025 Q3	$646K	Buy	6,923 +674	+11%	+$61.3K	0.47%	58
2025 Q2	$559K	Buy	6,249 +633	+11%	+$54K	0.45%	59
2025 Q1	$459K	Sell	5,616 -1	-0%	-$81	0.4%	63
2024 Q4	$425K	Sell	5,617 -5,999	-52%	-$475K	0.36%	67
2024 Q3	$971K	Buy	11,616 +6,006	+107%	+$483K	0.5%	51
2024 Q2	$439K	Buy	5,610 +311	+6%	+$24.6K	0.4%	65
2024 Q1	$423K	Buy	5,299 +463	+10%	+$35.4K	0.38%	67
2023 Q4	$364K	Buy	4,836 +1,427	+42%	+$101K	0.52%	54
2023 Q3	$235K	Buy	3,409 +300	+10%	+$21.5K	0.27%	98
2023 Q2	$225K	Buy	3,109 +29	+0.9%	+$2.11K	0.24%	100
2023 Q1	$220K	Sell	3,080 -19	-0.6%	-$1.33K	0.25%	99
2022 Q4	$203K	Buy	+3,099	New	+$194K	0.24%	106
2022 Q3	–	Sell	-3,474	Closed	-$217K	–	109
2022 Q2	$217K	Sell	3,474 -164	-5%	-$11.2K	0.25%	104
2022 Q1	$251K	Buy	3,638 +111	+3%	+$8.3K	0.25%	99
2021 Q4	$280K	Buy	+3,527	New	+$279K	0.26%	97

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

Schrum Private Wealth Management's EFA Position: Q1 2026 in Review

Schrum Private Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 7.2% in Q1 2026, buying an estimated $50.5K and bringing the position to 7,556 shares worth $734K. The position accounts for 0.56% of the portfolio, ranked #53.

Schrum Private Wealth Management first reported a position in EFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $971K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Schrum Private Wealth Management held 7,556 shares of iShares MSCI EAFE ETF worth $734K as of Q1 2026.
Schrum Private Wealth Management bought 505 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $50.5K.
iShares MSCI EAFE ETF made up 0.56% of Schrum Private Wealth Management's portfolio in Q1 2026, its #53 holding.
Schrum Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
Schrum Private Wealth Management's iShares MSCI EAFE ETF position peaked at $971K in Q3 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.