SSA Swiss Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SSA Swiss Advisors’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	–	Sell	-510	Closed	-$49.5K	–	109
2026 Q1	$49.5K	Sell	510 -340	-40%	-$34K	0.02%	88
2025 Q4	$81.6K	Hold	850	–	–	0.04%	86
2025 Q3	$79K	Hold	850	–	–	0.04%	93
2025 Q2	$77.8K	Sell	850 -978	-54%	-$83.5K	0.04%	91
2025 Q1	$149K	Buy	+1,828	New	+$147K	0.08%	85

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

SSA Swiss Advisors's EFA Position: Q2 2026 in Review

SSA Swiss Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 510 shares — an estimated $49.5K sold.

SSA Swiss Advisors first reported a position in EFA in Q1 2025 and held it in 5 quarters. The position peaked at $149K in Q1 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

SSA Swiss Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
SSA Swiss Advisors sold 510 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $49.5K.
SSA Swiss Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and held it in 5 quarters.
SSA Swiss Advisors's iShares MSCI EAFE ETF position peaked at $149K in Q1 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.