Shepherd Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Shepherd Financial Partners’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	$444K	Buy	+4,278	New	+$440K	0.04%	175
2020 Q1	–	Sell	-11,701	Closed	-$813K	–	123
2019 Q4	$813K	Buy	11,701 +1,482	+15%	+$100K	0.19%	75
2019 Q3	$666K	Sell	10,219 -1,345	-12%	-$86.7K	0.17%	80
2019 Q2	$760K	Buy	11,564 +1	+0%	+$65	0.14%	76
2019 Q1	$750K	Sell	11,563 -455	-4%	-$28.7K	0.15%	75
2018 Q4	$707K	Sell	12,018 -13,323	-53%	-$832K	0.15%	69
2018 Q3	$1.7M	Hold	25,341	–	–	0.38%	44
2018 Q2	$1.68M	Buy	25,341 +18,073	+249%	+$1.27M	0.38%	45
2018 Q1	$506K	Buy	7,268 +384	+6%	+$27.4K	0.12%	76
2017 Q4	$483K	Buy	6,884 +627	+10%	+$43.6K	0.11%	80
2017 Q3	$429K	Buy	6,257 +2,253	+56%	+$151K	0.1%	85
2017 Q2	$261K	Buy	+4,004	New	+$259K	0.06%	98

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

Shepherd Financial Partners's EFA Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 4,278 shares worth $444K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: Shepherd Financial Partners previously reported a position in EFA as recently as Q4 2019.

Shepherd Financial Partners first reported a position in EFA in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.7M in Q3 2018. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Shepherd Financial Partners held 4,278 shares of iShares MSCI EAFE ETF worth $444K as of Q2 2026.
iShares MSCI EAFE ETF was a new Shepherd Financial Partners position in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #175 holding.
Shepherd Financial Partners first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 12 quarters since.
Shepherd Financial Partners's iShares MSCI EAFE ETF position peaked at $1.7M in Q3 2018.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.