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Soltis Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Soltis Investment 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
Q1 		$720K Sell
7,418
-115
-2% -$11.5K 0.05% 269
2025
Q4 		$723K Buy
7,533
+639
+9% +$60.6K 0.05% 254
2025
Q3 		$644K Sell
6,894
-1,382
-17% -$126K 0.04% 269
2025
Q2 		$740K Buy
8,276
+220
+3% +$18.8K 0.06% 208
2025
Q1 		$658K Hold
8,056
– – 0.06% 205
2024
Q4 		$609K Sell
8,056
-13
-0.2% -$1.03K 0.06% 218
2024
Q3 		$675K Buy
8,069
+1,758
+28% +$141K 0.07% 192
2024
Q2 		$494K Buy
6,311
+1,144
+22% +$90.6K 0.05% 214
2024
Q1 		$413K Buy
5,167
+164
+3% +$12.5K 0.05% 220
2023
Q4 		$377K Buy
5,003
+77
+2% +$5.44K 0.04% 216
2023
Q3 		$340K Sell
4,926
-891
-15% -$63.8K 0.04% 208
2023
Q2 		$422K Buy
5,817
+1,042
+22% +$75.7K 0.05% 184
2023
Q1 		$342K Hold
4,775
– – 0.04% 199
2022
Q4 		$313K Sell
4,775
-656
-12% -$41.1K 0.04% 199
2022
Q3 		$304K Buy
5,431
+658
+14% +$41K 0.05% 186
2022
Q2 		$298K Buy
4,773
+278
+6% +$18.9K 0.04% 192
2022
Q1 		$331K Sell
4,495
-420
-9% -$31.4K 0.05% 196
2021
Q4 		$387K Buy
4,915
+578
+13% +$45.8K 0.05% 184
2021
Q3 		$338K Buy
4,337
+32
+0.7% +$2.56K 0.05% 185
2021
Q2 		$340K Buy
4,305
+294
+7% +$23.4K 0.05% 189
2021
Q1 		$304K Sell
4,011
-8,760
-69% -$660K 0.06% 179
2020
Q4 		$932K Buy
12,771
+530
+4% +$36.2K 0.17% 97
2020
Q3 		$779K Sell
12,241
-3,076
-20% -$197K 0.18% 96
2020
Q2 		$932K Sell
15,317
-3,199
-17% -$185K 0.24% 71
2020
Q1 		$990K Sell
18,516
-6,226
-25% -$395K 0.31% 49
2019
Q4 		$1.72M Buy
+24,742
New +$1.67M 0.33% 47

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

Soltis Investment Advisors's EFA Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q1 2026, selling an estimated $11.5K and leaving 7,418 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #269.

Soltis Investment Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Soltis Investment Advisors held 7,418 shares of iShares MSCI EAFE ETF worth $720K as of Q1 2026.
  • Soltis Investment Advisors sold 115 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
  • iShares MSCI EAFE ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #269 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.72M in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.