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 Q2	$73K	Sell	703 -17	-2%	-$1.75K	0.02%	266
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 $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

Sittner & Nelson's EFA Position: Q2 2026 in Review

Sittner & Nelson reduced its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q2 2026, selling an estimated $1.75K and leaving 703 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #266.

Sittner & Nelson first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $73.9K in Q4 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sittner & Nelson held 703 shares of iShares MSCI EAFE ETF worth $73K as of Q2 2026.
Sittner & Nelson sold 17 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.75K.
iShares MSCI EAFE ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #266 holding.
Sittner & Nelson first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
Sittner & Nelson's iShares MSCI EAFE ETF position peaked at $73.9K in Q4 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.