SGWM
EFA icon

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

Sterling Group 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 		$12.7M Sell
122,087
-14,642
-11% -$1.51M 5.2% 6
2026
Q1 		$13.3M Buy
136,729
+5,415
+4% +$542K 6.28% 5
2025
Q4 		$12.6M Sell
131,314
-17,619
-12% -$1.67M 6.1% 3
2025
Q3 		$13.9M Buy
148,933
+5,327
+4% +$484K 6.89% 3
2025
Q2 		$12.8M Buy
143,606
+7,807
+6% +$667K 7.1% 3
2025
Q1 		$11.1M Buy
135,799
+1,538
+1% +$124K 5.95% 3
2024
Q4 		$10.2M Buy
134,261
+3,739
+3% +$296K 5.27% 4
2024
Q3 		$10.9M Buy
130,522
+5,369
+4% +$432K 5.79% 3
2024
Q2 		$9.8M Buy
+125,153
New +$9.91M 5.63% 5
2024
Q1 		– Sell
-28,909
Closed -$2.18M – 15
2023
Q4 		$2.18M Buy
28,909
+5,781
+25% +$409K 1.69% 10
2023
Q3 		$1.59M Buy
23,128
+882
+4% +$63.2K 1.51% 12
2023
Q2 		$1.61M Buy
22,246
+3,731
+20% +$271K 1.4% 10
2023
Q1 		$1.32M Buy
18,515
+237
+1% +$16.6K 1.25% 12
2022
Q4 		$1.2M Buy
+18,278
New +$1.15M 1.18% 12

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Sterling Group Wealth Management's EFA Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, selling an estimated $1.51M and leaving 122,087 shares worth $12.7M. The position accounts for 5.2% of the portfolio, ranked #6.

Sterling Group Wealth Management first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q3 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sterling Group Wealth Management held 122,087 shares of iShares MSCI EAFE ETF worth $12.7M as of Q2 2026.
  • Sterling Group Wealth Management sold 14,642 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.51M.
  • iShares MSCI EAFE ETF made up 5.2% of Sterling Group Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Sterling Group Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's iShares MSCI EAFE ETF position peaked at $13.9M in Q3 2025.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.