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Stonehaven Wealth & Tax Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$535K Sell
5,154
-1
-0% -$103 0.43% 39
2026
Q1 		$501K Buy
5,155
+436
+9% +$43.6K 0.44% 41
2025
Q4 		$453K Buy
+4,719
New +$448K 0.41% 41

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

Stonehaven Wealth & Tax Solutions's EFA Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 0.02% in Q2 2026, selling an estimated $103 and leaving 5,154 shares worth $535K. The position accounts for 0.43% of the portfolio, ranked #39.

Stonehaven Wealth & Tax Solutions first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 5,154 shares of iShares MSCI EAFE ETF worth $535K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up 0.43% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #39 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.