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

SFG 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	–	Sell	-3,340	Closed	-$321K	–	108
2025 Q4	$321K	Buy	3,340 +132	+4%	+$12.5K	0.13%	106
2025 Q3	$300K	Hold	3,208	–	–	0.13%	112
2025 Q2	$287K	Buy	3,208 +2	+0.1%	+$171	0.17%	67
2025 Q1	$262K	Hold	3,206	–	–	0.13%	103
2024 Q4	$242K	Buy	3,206 +1	+0%	+$79	0.13%	86
2024 Q3	$268K	Hold	3,205	–	–	0.14%	77
2024 Q2	$251K	Buy	3,205 +2	+0.1%	+$158	0.14%	79
2024 Q1	$256K	Sell	3,203 -11	-0.3%	-$841	0.15%	82
2023 Q4	$242K	Sell	3,214 -1,688	-34%	-$119K	0.16%	85
2023 Q3	$338K	Hold	4,902	–	–	0.27%	63
2023 Q2	$355K	Buy	4,902 +42	+0.9%	+$3.05K	0.3%	63
2023 Q1	$348K	Hold	4,860	–	–	0.39%	47
2022 Q4	$319K	Buy	4,860 +701	+17%	+$43.9K	0.39%	52
2022 Q3	$233K	Hold	4,159	–	–	0.32%	62
2022 Q2	$260K	Buy	4,159 +1	+0%	+$68	0.3%	63
2022 Q1	$306K	Sell	4,158 -40	-1%	-$2.99K	0.29%	62
2021 Q4	$330K	Buy	+4,198	New	+$332K	0.29%	66

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SFG Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 3,340 shares — an estimated $321K sold.

SFG Wealth Management first reported a position in EFA in Q4 2021 and held it in 17 quarters. The position peaked at $355K in Q2 2023. 2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

SFG Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 3,340 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $321K.
SFG Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 17 quarters.
SFG Wealth Management's iShares MSCI EAFE ETF position peaked at $355K in Q2 2023.
2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.