Smartleaf Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Smartleaf Asset Management’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	$861K	Sell	9,148 -2,787	-23%	-$279K	0.03%	432
2025 Q4	$1.15M	Buy	11,935 +1,671	+16%	+$158K	0.04%	354
2025 Q3	$955K	Buy	10,264 +3,887	+61%	+$353K	0.06%	332
2025 Q2	$570K	Buy	6,377 +5,609	+730%	+$479K	0.05%	350
2025 Q1	$63.3K	Sell	768 -60	-7%	-$4.84K	0.01%	1032
2024 Q4	$62.6K	Buy	828 +2	+0.2%	+$158	0.01%	1069
2024 Q3	$69.3K	Sell	826 -12	-1%	-$966	0.01%	810
2024 Q2	$65.6K	Buy	838 +45	+6%	+$3.56K	0.01%	679
2024 Q1	$63.5K	Sell	793 -315	-28%	-$24.1K	0.01%	625
2023 Q4	$34.2K	Buy	+1,108	New	+$78.3K	0.01%	591

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

Smartleaf Asset Management's EFA Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 23% in Q1 2026, selling an estimated $279K and leaving 9,148 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #432.

Smartleaf Asset Management first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Smartleaf Asset Management held 9,148 shares of iShares MSCI EAFE ETF worth $861K as of Q1 2026.
Smartleaf Asset Management sold 2,787 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $279K.
iShares MSCI EAFE ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #432 holding.
Smartleaf Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares MSCI EAFE ETF position peaked at $1.15M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.