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Sound View Wealth Advisors Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Sound View Wealth Advisors Group’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 		$726K Buy
7,469
+10
+0.1% +$1K 0.05% 228
2025
Q4 		$716K Buy
7,459
+12
+0.2% +$1.14K 0.05% 230
2025
Q3 		$695K Sell
7,447
-7
-0.1% -$636 0.05% 238
2025
Q2 		$666K Buy
7,454
+685
+10% +$58.5K 0.05% 236
2025
Q1 		$553K Sell
6,769
-1,152
-15% -$92.8K 0.05% 241
2024
Q4 		$599K Sell
7,921
-551
-7% -$43.6K 0.05% 238
2024
Q3 		$708K Buy
8,472
+2,890
+52% +$233K 0.06% 222
2024
Q2 		$437K Buy
5,582
+8
+0.1% +$634 0.05% 250
2024
Q1 		$445K Sell
5,574
-214
-4% -$16.4K 0.05% 251
2023
Q4 		$436K Buy
5,788
+1,415
+32% +$100K 0.05% 253
2023
Q3 		$301K Sell
4,373
-1,304
-23% -$93.4K 0.04% 285
2023
Q2 		$412K Sell
5,677
-131
-2% -$9.51K 0.05% 244
2023
Q1 		$415K Buy
5,808
+20
+0.3% +$1.4K 0.06% 240
2022
Q4 		$436K Buy
5,788
+1,253
+28% +$78.5K 0.05% 253
2022
Q3 		$254K Hold
4,535
– – 0.06% 231
2022
Q2 		$283K Sell
4,535
-70
-2% -$4.76K 0.06% 224
2022
Q1 		$339K Buy
4,605
+139
+3% +$10.4K 0.06% 220
2021
Q4 		$351K Buy
4,466
+11
+0.2% +$871 0.07% 213
2021
Q3 		$348K Sell
4,455
-79
-2% -$6.32K 0.07% 205
2021
Q2 		$358K Buy
4,534
+9
+0.2% +$715 0.08% 208
2021
Q1 		$343K Sell
4,525
-175
-4% -$13.2K 0.08% 200
2020
Q4 		$343K Sell
4,700
-399
-8% -$27.3K 0.08% 187
2020
Q3 		$325K Sell
5,099
-1,039
-17% -$66.5K 0.09% 184
2020
Q2 		$374K Buy
6,138
+854
+16% +$49.4K 0.11% 165
2020
Q1 		$282K Sell
5,284
-589
-10% -$37.4K 0.1% 169
2019
Q4 		$408K Sell
5,873
-1,834
-24% -$124K 0.12% 156
2019
Q3 		$503K Sell
7,707
-600
-7% -$38.7K 0.15% 139
2019
Q2 		$546K Buy
+8,307
New +$544K 0.16% 135

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

Sound View Wealth Advisors Group's EFA Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.13% in Q1 2026, buying an estimated $1K and bringing the position to 7,469 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #228.

Sound View Wealth Advisors Group first reported a position in EFA in Q2 2019 and has held it in 28 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sound View Wealth Advisors Group held 7,469 shares of iShares MSCI EAFE ETF worth $726K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 10 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1K.
  • iShares MSCI EAFE ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #228 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.