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 Q2	$946K	Hold	9,148	–	–	0.03%	425
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 $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

Smartleaf Asset Management's EFA Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 9,148 shares worth $946K. The position accounts for 0.03% of the portfolio, ranked #425.

Smartleaf Asset Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Smartleaf Asset Management held 9,148 shares of iShares MSCI EAFE ETF worth $946K as of Q2 2026.
Smartleaf Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #425 holding.
Smartleaf Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares MSCI EAFE ETF position peaked at $1.15M in Q4 2025.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.