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Smith & Howard Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Smith & Howard Wealth 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
2017
Q4 		– Sell
-20
Closed -$7K – 44
2017
Q3 		$7K Buy
+20
New +$1.34K ﹤0.01% 45

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith & Howard Wealth Management's EFA Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q1 2026, buying an estimated $824K and bringing the position to 63,285 shares worth $6.06M. The position accounts for 1.31% of the portfolio, ranked #19.

Smith & Howard Wealth Management first reported a position in EFA in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.51M in Q4 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Smith & Howard Wealth Management held 63,285 shares of iShares MSCI EAFE ETF worth $6.06M as of Q1 2026.
  • Smith & Howard Wealth Management bought 8,239 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $824K.
  • iShares MSCI EAFE ETF made up 1.31% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Smith & Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 49 quarters since.
  • Smith & Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $7.51M in Q4 2017.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.