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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
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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's EFA Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 9.2% in Q1 2026, buying an estimated $43.6K and bringing the position to 5,155 shares worth $501K. The position accounts for 0.44% of the portfolio, ranked #41.

Stonehaven Wealth & Tax Solutions first reported a position in EFA in Q4 2025 and has held it in 2 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 5,155 shares of iShares MSCI EAFE ETF worth $501K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 436 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $43.6K.
  • iShares MSCI EAFE ETF made up 0.44% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #41 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.