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 Q2	$1.14M	Buy	10,957 +3,177	+41%	+$327K	0.04%	388
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 $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

Simplicity Wealth's EFA Position: Q2 2026 in Review

Simplicity Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 41% in Q2 2026, buying an estimated $327K and bringing the position to 10,957 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #388.

Simplicity Wealth first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.1M in Q2 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Simplicity Wealth held 10,957 shares of iShares MSCI EAFE ETF worth $1.14M as of Q2 2026.
Simplicity Wealth bought 3,177 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $327K.
iShares MSCI EAFE ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #388 holding.
Simplicity Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's iShares MSCI EAFE ETF position peaked at $13.1M in Q2 2024.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.