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

Sendero 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	$387K	Hold	3,988	–	–	0.04%	170
2025 Q4	$383K	Hold	3,988	–	–	0.04%	170
2025 Q3	$372K	Hold	3,988	–	–	0.04%	160
2025 Q2	$356K	Hold	3,988	–	–	0.04%	164
2025 Q1	$326K	Hold	3,988	–	–	0.05%	154
2024 Q4	$302K	Hold	3,988	–	–	0.04%	150
2024 Q3	$334K	Hold	3,988	–	–	0.05%	141
2024 Q2	$312K	Hold	3,988	–	–	0.05%	141
2024 Q1	$318K	Hold	3,988	–	–	0.05%	140
2023 Q4	$300K	Hold	3,988	–	–	0.06%	137
2023 Q3	$275K	Hold	3,988	–	–	0.06%	139
2023 Q2	$289K	Hold	3,988	–	–	0.06%	133
2023 Q1	$285K	Sell	3,988 -2,611	-40%	-$183K	0.09%	90
2022 Q4	$433K	Buy	+6,599	New	+$413K	0.15%	75

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

Sendero Wealth Management's EFA Position: Q1 2026 in Review

Sendero Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,988 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #170.

Sendero Wealth Management first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $433K in Q4 2022. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Sendero Wealth Management held 3,988 shares of iShares MSCI EAFE ETF worth $387K as of Q1 2026.
Sendero Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #170 holding.
Sendero Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Sendero Wealth Management's iShares MSCI EAFE ETF position peaked at $433K in Q4 2022.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.