Shared Vision Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Shared Vision Wealth Group’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	$588K	Buy	5,665 +6	+0.1%	+$617	0.2%	66
2026 Q1	$550K	Buy	5,659 +2,310	+69%	+$231K	0.22%	57
2025 Q4	$336K	Hold	3,349	–	–	0.14%	75
2025 Q3	$316K	Buy	+3,349	New	+$304K	0.13%	74

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

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

Shared Vision Wealth Group's EFA Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q2 2026, buying an estimated $617 and bringing the position to 5,665 shares worth $588K. The position accounts for 0.2% of the portfolio, ranked #66.

Shared Vision Wealth Group first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Shared Vision Wealth Group held 5,665 shares of iShares MSCI EAFE ETF worth $588K as of Q2 2026.
Shared Vision Wealth Group bought 6 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $617.
iShares MSCI EAFE ETF made up 0.2% of Shared Vision Wealth Group's portfolio in Q2 2026, its #66 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.