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SOA Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SOA Wealth Advisors’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 		$2.54M Buy
24,486
+782
+3% +$80.4K 0.43% 48
2026
Q1 		$2.3M Buy
23,704
+7,768
+49% +$777K 0.43% 48
2025
Q4 		$1.53M Buy
15,936
+1,568
+11% +$149K 0.26% 62
2025
Q3 		$1.34M Buy
14,368
+4,085
+40% +$371K 0.23% 72
2025
Q2 		$919K Buy
10,283
+2,115
+26% +$181K 0.17% 83
2025
Q1 		$668K Sell
8,168
-18,929
-70% -$1.53M 0.14% 90
2024
Q4 		$2.05M Buy
27,097
+2,421
+10% +$192K 0.38% 51
2024
Q3 		$2.06M Buy
24,676
+1,591
+7% +$128K 0.39% 51
2024
Q2 		$1.81M Buy
23,085
+8,383
+57% +$664K 0.36% 51
2024
Q1 		$1.17M Buy
14,702
+3,160
+27% +$242K 0.24% 64
2023
Q4 		$870K Buy
11,542
+2,677
+30% +$189K 0.19% 71
2023
Q3 		$611K Buy
8,865
+889
+11% +$63.7K 0.15% 80
2023
Q2 		$578K Sell
7,976
-701
-8% -$50.9K 0.14% 83
2023
Q1 		$621K Buy
8,677
+300
+4% +$21K 0.15% 76
2022
Q4 		$550K Buy
8,377
+296
+4% +$18.5K 0.15% 83
2022
Q3 		$452K Buy
8,081
+319
+4% +$19.9K 0.14% 85
2022
Q2 		$485K Sell
7,762
-111
-1% -$7.55K 0.14% 82
2022
Q1 		$579K Buy
7,873
+158
+2% +$11.8K 0.14% 90
2021
Q4 		$607K Buy
7,715
+73
+1% +$5.78K 0.15% 87
2021
Q3 		$596K Sell
7,642
-408
-5% -$32.6K 0.15% 87
2021
Q2 		$635K Sell
8,050
-122
-1% -$9.69K 0.16% 84
2021
Q1 		$620K Sell
8,172
-327
-4% -$24.6K 0.17% 83
2020
Q4 		$640K Buy
+8,499
New +$581K 0.17% 76

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

SOA Wealth Advisors's EFA Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q2 2026, buying an estimated $80.4K and bringing the position to 24,486 shares worth $2.54M. The position accounts for 0.43% of the portfolio, ranked #48.

SOA Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SOA Wealth Advisors held 24,486 shares of iShares MSCI EAFE ETF worth $2.54M as of Q2 2026.
  • SOA Wealth Advisors bought 782 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $80.4K.
  • iShares MSCI EAFE ETF made up 0.43% of SOA Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • SOA Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.