Sharkey, Howes & Javer’s iShares MSCI EAFE ETF EFA Stock Holding History

Sharkey, Howes & Javer’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	$309K	Sell	2,977 -1,700	-36%	-$175K	0.04%	140
2026 Q1	$454K	Sell	4,677 -208	-4%	-$20.8K	0.06%	116
2025 Q4	$469K	Hold	4,885	–	–	0.06%	118
2025 Q3	$456K	Buy	4,885 +1,241	+34%	+$113K	0.06%	116
2025 Q2	$326K	Sell	3,644 -34,793	-91%	-$2.97M	0.04%	128
2025 Q1	$3.14M	Buy	+38,437	New	+$3.1M	0.45%	48
2022 Q4	–	Sell	-80,950	Closed	-$4.53M	–	100
2022 Q3	$4.53M	Buy	+80,950	New	+$5.05M	0.99%	24
2019 Q3	–	Sell	-273	Closed	-$18K	–	91
2019 Q2	$18K	Hold	273	–	–	0.01%	140
2019 Q1	$18K	Hold	273	–	–	0.01%	141
2018 Q4	$16K	Hold	273	–	–	0.01%	139
2018 Q3	$19K	Hold	273	–	–	0.01%	144
2018 Q2	$18K	Hold	273	–	–	0.01%	144
2018 Q1	$19K	Hold	273	–	–	0.01%	130
2017 Q4	$19K	Hold	273	–	–	0.01%	129
2017 Q3	$19K	Hold	273	–	–	0.01%	131
2017 Q2	$18K	Hold	273	–	–	0.01%	132
2017 Q1	$17K	Sell	273 -1,916	-88%	-$116K	0.01%	148
2016 Q4	$126K	Buy	2,189 +1,916	+702%	+$110K	0.08%	47
2016 Q3	$16K	Sell	273 -70	-20%	-$4.06K	0.01%	144
2016 Q2	$19K	Buy	343 +70	+26%	+$4.03K	0.01%	139
2016 Q1	$16K	Sell	273 -175	-39%	-$9.64K	0.01%	157
2015 Q4	$26K	Sell	448 -500	-53%	-$30.1K	0.02%	147
2015 Q3	$56K	Hold	948	–	–	0.04%	86
2015 Q2	$60K	Sell	948 -30	-3%	-$2K	0.05%	66
2015 Q1	$63K	Buy	+978	New	+$61.6K	0.04%	77

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

Sharkey, Howes & Javer's EFA Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares MSCI EAFE ETF (EFA) stake by 36% in Q2 2026, selling an estimated $175K and leaving 2,977 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #140.

Sharkey, Howes & Javer first reported a position in EFA in Q1 2015 and has held it in 25 quarters since. The position peaked at $4.53M in Q3 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sharkey, Howes & Javer held 2,977 shares of iShares MSCI EAFE ETF worth $309K as of Q2 2026.
Sharkey, Howes & Javer sold 1,700 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $175K.
iShares MSCI EAFE ETF made up 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #140 holding.
Sharkey, Howes & Javer first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 25 quarters since.
Sharkey, Howes & Javer's iShares MSCI EAFE ETF position peaked at $4.53M in Q3 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.