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Stephens Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History

Stephens Consulting’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
Q4 		$2.06M Buy
21,466
+3
+0% +$285 0.67% 19
2025
Q3 		$2M Hold
21,463
– – 0.69% 19
2025
Q2 		$1.92M Buy
21,463
+3
+0% +$256 0.45% 29
2025
Q1 		$1.75M Hold
21,460
– – 0.44% 29
2024
Q4 		$1.62M Buy
21,460
+21,318
+15,013% +$1.69M 0.41% 31
2024
Q3 		$11.9K Hold
142
– – ﹤0.01% 319
2024
Q2 		$11.2K Sell
142
-2
-1% -$158 ﹤0.01% 324
2024
Q1 		$11.5K Hold
144
– – ﹤0.01% 299
2023
Q4 		$10.8K Buy
144
+2
+1% +$141 ﹤0.01% 307
2023
Q3 		$9.79K Hold
142
– – ﹤0.01% 312
2023
Q2 		$10.3K Buy
142
+27
+23% +$1.96K ﹤0.01% 303
2023
Q1 		$8.22K Buy
+115
New +$8.04K 0.01% 342
2022
Q4 		– Sell
-15,087
Closed -$845K – 520
2022
Q3 		$845K Buy
15,087
+4,788
+46% +$298K 0.76% 24
2022
Q2 		$644K Sell
10,299
-1,462
-12% -$99.5K 0.52% 29
2022
Q1 		$866K Sell
11,761
-1,201
-9% -$89.8K 0.71% 26
2021
Q4 		$1.02M Buy
+12,962
New +$1.03M 0.84% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Consulting's EFA Position: Q4 2025 in Review

Stephens Consulting increased its iShares MSCI EAFE ETF (EFA) stake by 0.01% in Q4 2025, buying an estimated $285 and bringing the position to 21,466 shares worth $2.06M. The position accounts for 0.67% of the portfolio, ranked #19.

Stephens Consulting first reported a position in EFA in Q4 2021 and has held it in 16 quarters since. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Stephens Consulting held 21,466 shares of iShares MSCI EAFE ETF worth $2.06M as of Q4 2025.
  • Stephens Consulting bought 3 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $285.
  • iShares MSCI EAFE ETF made up 0.67% of Stephens Consulting's portfolio in Q4 2025, its #19 holding.
  • Stephens Consulting first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.