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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
Q2 		$513K Sell
6,205
-1,351
-18% -$139K 0.53% 54
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
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

Schrum Private Wealth Management's EFA Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 18% in Q2 2026, selling an estimated $139K and leaving 6,205 shares worth $513K. The position accounts for 0.53% of the portfolio, ranked #54.

Schrum Private Wealth Management first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $971K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Schrum Private Wealth Management held 6,205 shares of iShares MSCI EAFE ETF worth $513K as of Q2 2026.
  • Schrum Private Wealth Management sold 1,351 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $139K.
  • iShares MSCI EAFE ETF made up 0.53% of Schrum Private Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Schrum Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's iShares MSCI EAFE ETF position peaked at $971K in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.