Sittner & Nelson’s iShares MSCI EAFE ETF EFA Stock Holding History

Sittner & Nelson’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	$69.9K	Hold	720	–	–	0.03%	270
2025 Q4	$73.9K	Hold	720	–	–	0.03%	242
2025 Q3	$67.2K	Hold	720	–	–	0.02%	231
2025 Q2	$64.4K	Hold	720	–	–	0.03%	228
2025 Q1	$58.8K	Hold	720	–	–	0.03%	223
2024 Q4	$54.4K	Hold	720	–	–	0.02%	217
2024 Q3	$60.2K	Hold	720	–	–	0.03%	216
2024 Q2	$56.4K	Hold	720	–	–	0.03%	201
2024 Q1	$57.5K	Hold	720	–	–	0.03%	201
2023 Q4	$54.3K	Hold	720	–	–	0.03%	204
2023 Q3	$49.6K	Hold	720	–	–	0.03%	207
2023 Q2	$52.2K	Buy	+720	New	+$52.3K	0.03%	209

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

Sittner & Nelson's EFA Position: Q1 2026 in Review

Sittner & Nelson held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 720 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #270.

Sittner & Nelson first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $73.9K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Sittner & Nelson held 720 shares of iShares MSCI EAFE ETF worth $69.9K as of Q1 2026.
Sittner & Nelson left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.03% of Sittner & Nelson's portfolio in Q1 2026, its #270 holding.
Sittner & Nelson first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
Sittner & Nelson's iShares MSCI EAFE ETF position peaked at $73.9K in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.