Spire Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Spire Wealth Management’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	$13.1M	Sell	126,219 -2,155	-2%	-$222K	0.4%	57
2026 Q1	$12.5M	Sell	128,374 -4,677	-4%	-$468K	0.43%	50
2025 Q4	$12.8M	Sell	133,051 -4,481	-3%	-$425K	0.43%	48
2025 Q3	$12.8M	Sell	137,532 -2,933	-2%	-$267K	0.44%	50
2025 Q2	$12.6M	Sell	140,465 -5,964	-4%	-$509K	0.45%	49
2025 Q1	$12M	Sell	146,429 -871	-0.6%	-$70.2K	0.38%	52
2024 Q4	$11.1M	Sell	147,300 -347	-0.2%	-$27.5K	0.35%	64
2024 Q3	$12.3M	Sell	147,647 -2,061	-1%	-$166K	0.42%	48
2024 Q2	$11.7M	Sell	149,708 -2,378	-2%	-$188K	0.41%	44
2024 Q1	$12.1M	Sell	152,086 -5,708	-4%	-$437K	0.22%	86
2023 Q4	$117M	Sell	157,794 -3,194	-2%	-$226K	3.85%	3
2023 Q3	$11.1M	Buy	160,988 +44	+0%	+$3.15K	0.42%	57
2023 Q2	$11.7M	Sell	160,944 -434	-0.3%	-$31.5K	0.43%	52
2023 Q1	$11.5M	Buy	161,378 +6,075	+4%	+$425K	0.45%	46
2022 Q4	$10.2M	Sell	155,303 -1,533	-1%	-$96K	0.57%	41
2022 Q3	$8.78M	Sell	156,836 -9,399	-6%	-$586K	0.53%	41
2022 Q2	$10.4M	Sell	166,235 -5,501	-3%	-$374K	0.43%	57
2022 Q1	$12.6M	Sell	171,736 -4,991	-3%	-$373K	0.34%	77
2021 Q4	$13.9M	Buy	176,727 +650	+0.4%	+$51.5K	0.31%	90
2021 Q3	$13.7M	Sell	176,077 -4,115	-2%	-$329K	0.36%	73
2021 Q2	$14.2M	Sell	180,192 -3,423	-2%	-$272K	0.38%	65
2021 Q1	$13.9M	Buy	+183,615	New	+$13.8M	0.37%	66

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

Spire Wealth Management's EFA Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q2 2026, selling an estimated $222K and leaving 126,219 shares worth $13.1M. The position accounts for 0.4% of the portfolio, ranked #57.

Spire Wealth Management first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $117M in Q4 2023. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Spire Wealth Management held 126,219 shares of iShares MSCI EAFE ETF worth $13.1M as of Q2 2026.
Spire Wealth Management sold 2,155 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $222K.
iShares MSCI EAFE ETF made up 0.4% of Spire Wealth Management's portfolio in Q2 2026, its #57 holding.
Spire Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares MSCI EAFE ETF position peaked at $117M in Q4 2023.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.