Sightline Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sightline Wealth Advisors’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	$593K	Buy	5,707 +32	+0.6%	+$3.29K	0.22%	52
2026 Q1	$551K	Sell	5,675 -127	-2%	-$12.7K	0.23%	51
2025 Q4	$557K	Buy	5,802 +36	+0.6%	+$3.41K	0.24%	57
2025 Q3	$538K	Hold	5,766	–	–	0.24%	52
2025 Q2	$515K	Buy	5,766 +34	+0.6%	+$2.9K	0.25%	51
2025 Q1	$468K	Hold	5,732	–	–	0.25%	51
2024 Q4	$433K	Buy	5,732 +27	+0.5%	+$2.14K	0.23%	53
2024 Q3	$477K	Hold	5,705	–	–	0.26%	47
2024 Q2	$447K	Buy	5,705 +34	+0.6%	+$2.69K	0.28%	51
2024 Q1	$453K	Buy	5,671 +1,225	+28%	+$93.7K	0.3%	50
2023 Q4	$335K	Buy	4,446 +23	+0.5%	+$1.63K	0.25%	54
2023 Q3	$305K	Buy	4,423 +33	+0.8%	+$2.36K	0.28%	52
2023 Q2	$314K	Hold	4,390	–	–	0.31%	43
2023 Q1	$314K	Hold	4,390	–	–	0.32%	43
2022 Q4	$288K	Sell	4,390 -9,830	-69%	-$616K	0.31%	44
2022 Q3	$515K	Hold	14,220	–	–	0.61%	26
2022 Q2	$568K	Buy	14,220 +104	+0.7%	+$7.08K	0.55%	29
2022 Q1	$637K	Buy	14,116 +6	+0%	+$449	0.53%	28
2021 Q4	$691K	Buy	14,110 +165	+1%	+$13.1K	0.62%	25
2021 Q3	$703K	Sell	13,945 -100	-0.7%	-$8K	0.59%	25
2021 Q2	$775K	Buy	14,045 +9,753	+227%	+$775K	0.64%	23
2021 Q1	$326K	Hold	4,292	–	–	0.3%	41
2020 Q4	$313K	Buy	+4,292	New	+$294K	0.31%	42

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

Sightline Wealth Advisors's EFA Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.56% in Q2 2026, buying an estimated $3.29K and bringing the position to 5,707 shares worth $593K. The position accounts for 0.22% of the portfolio, ranked #52.

Sightline Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $775K in Q2 2021. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sightline Wealth Advisors held 5,707 shares of iShares MSCI EAFE ETF worth $593K as of Q2 2026.
Sightline Wealth Advisors bought 32 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.29K.
iShares MSCI EAFE ETF made up 0.22% of Sightline Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Sightline Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Sightline Wealth Advisors's iShares MSCI EAFE ETF position peaked at $775K in Q2 2021.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.