SWM
EFA icon

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

SpringVest 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
Q1 		– Sell
-2,134
Closed -$205K – 69
2025
Q4 		$205K Buy
+2,134
New +$202K 0.14% 72

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

SpringVest Wealth Management's EFA Position: Q1 2026 in Review

SpringVest Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,134 shares — an estimated $205K sold.

SpringVest Wealth Management first reported a position in EFA in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • SpringVest Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • SpringVest Wealth Management sold 2,134 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $205K.
  • SpringVest Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • SpringVest Wealth Management's iShares MSCI EAFE ETF position peaked at $205K in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.