Sound Stewardship’s iShares MSCI EAFE ETF EFA Stock Holding History

Sound Stewardship’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	$490K	Buy	4,720 +11	+0.2%	+$1.13K	0.2%	45
2026 Q1	$457K	Sell	4,709 -178	-4%	-$17.8K	0.21%	45
2025 Q4	$469K	Buy	4,887 +6	+0.1%	+$569	0.22%	43
2025 Q3	$456K	Sell	4,881 -140	-3%	-$12.7K	0.22%	44
2025 Q2	$449K	Sell	5,021 -148	-3%	-$12.6K	0.23%	43
2025 Q1	$422K	Buy	5,169 +39	+0.8%	+$3.14K	0.24%	42
2024 Q4	$388K	Buy	5,130 +287	+6%	+$22.7K	0.23%	42
2024 Q3	$405K	Hold	4,843	–	–	0.23%	42
2024 Q2	$379K	Buy	4,843 +4	+0.1%	+$317	0.23%	44
2024 Q1	$386K	Sell	4,839 -20	-0.4%	-$1.53K	0.23%	45
2023 Q4	$366K	Buy	4,859 +299	+7%	+$21.1K	0.24%	51
2023 Q3	$314K	Hold	4,560	–	–	0.21%	53
2023 Q2	$331K	Sell	4,560 -127	-3%	-$9.22K	0.22%	53
2023 Q1	$335K	Buy	4,687 +505	+12%	+$35.3K	0.23%	50
2022 Q4	$274K	Buy	+4,182	New	+$262K	0.2%	51

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

Sound Stewardship's EFA Position: Q2 2026 in Review

Sound Stewardship increased its iShares MSCI EAFE ETF (EFA) stake by 0.23% in Q2 2026, buying an estimated $1.13K and bringing the position to 4,720 shares worth $490K. The position accounts for 0.2% of the portfolio, ranked #45.

Sound Stewardship first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sound Stewardship held 4,720 shares of iShares MSCI EAFE ETF worth $490K as of Q2 2026.
Sound Stewardship bought 11 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.13K.
iShares MSCI EAFE ETF made up 0.2% of Sound Stewardship's portfolio in Q2 2026, its #45 holding.
Sound Stewardship first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.