Simplicity Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Simplicity Wealth’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	$756K	Buy	7,780 +4,536	+140%	+$454K	0.04%	353
2025 Q4	$312K	Sell	3,244 -9,276	-74%	-$880K	0.02%	545
2025 Q3	$1.17M	Sell	12,520 -5,659	-31%	-$514K	0.07%	265
2025 Q2	$1.63M	Buy	18,179 +5,521	+44%	+$471K	0.07%	240
2025 Q1	$1.03M	Sell	12,658 -6,585	-34%	-$531K	0.08%	251
2024 Q4	$1.45M	Sell	19,243 -51,819	-73%	-$4.1M	0.3%	60
2024 Q3	$5.94M	Sell	71,062 -96,066	-57%	-$7.73M	0.55%	39
2024 Q2	$13.1M	Buy	167,128 +62,332	+59%	+$4.94M	0.3%	66
2024 Q1	$8.37M	Buy	+104,796	New	+$8.02M	0.2%	100

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's EFA Position: Q1 2026 in Review

Simplicity Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 140% in Q1 2026, buying an estimated $454K and bringing the position to 7,780 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #353.

Simplicity Wealth first reported a position in EFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q2 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Simplicity Wealth held 7,780 shares of iShares MSCI EAFE ETF worth $756K as of Q1 2026.
Simplicity Wealth bought 4,536 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $454K.
iShares MSCI EAFE ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #353 holding.
Simplicity Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares MSCI EAFE ETF position peaked at $13.1M in Q2 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.