Stonebrook Private’s iShares MSCI EAFE ETF EFA Stock Holding History

Stonebrook Private’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 Q2	–	Sell	-6,116	Closed	-$500K	–	199
2025 Q1	$500K	Buy	+6,116	New	+$493K	0.13%	124

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Stonebrook Private's EFA Position: Q2 2025 in Review

Stonebrook Private sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 6,116 shares — an estimated $500K sold.

Stonebrook Private first reported a position in EFA in Q1 2025 and held it in 1 quarter. The position peaked at $500K in Q1 2025. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Stonebrook Private reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Stonebrook Private sold 6,116 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $500K.
Stonebrook Private first reported a position in iShares MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
Stonebrook Private's iShares MSCI EAFE ETF position peaked at $500K in Q1 2025.
2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Stonebrook Private's 13F filing for Q2 2025, filed 11 Aug 2025.