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Spectrum Wealth Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$89.5K Sell
1,095
-31
-3% -$2.5K 0.01% 153
2024
Q4 		$85.1K Buy
1,126
+31
+3% +$2.46K 0.01% 154
2024
Q3 		$91.6K Hold
1,095
– – 0.01% 151
2024
Q2 		$85.8K Hold
1,095
– – 0.01% 172
2024
Q1 		$87.4K Hold
1,095
– – 0.01% 178
2023
Q4 		$82.5K Buy
+1,095
New +$77.4K 0.01% 169

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Counsel's EFA Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q1 2025, selling an estimated $2.5K and leaving 1,095 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #153.

Spectrum Wealth Counsel first reported a position in EFA in Q4 2023 and has held it in 6 quarters since. The position peaked at $91.6K in Q3 2024. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Spectrum Wealth Counsel held 1,095 shares of iShares MSCI EAFE ETF worth $89.5K as of Q1 2025.
  • Spectrum Wealth Counsel sold 31 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $2.5K.
  • iShares MSCI EAFE ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #153 holding.
  • Spectrum Wealth Counsel first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares MSCI EAFE ETF position peaked at $91.6K in Q3 2024.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.