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Strategies Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategies Wealth Advisors’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 		$19.2M Sell
198,053
-11,156
-5% -$1.12M 1.93% 11
2025
Q4 		$20.1M Sell
209,209
-7,080
-3% -$672K 2.01% 11
2025
Q3 		$20.2M Sell
216,289
-8,193
-4% -$745K 2.1% 11
2025
Q2 		$20.1M Buy
224,482
+77,162
+52% +$6.59M 2.19% 11
2025
Q1 		$12M Buy
147,320
+266
+0.2% +$21.4K 1.47% 11
2024
Q4 		$11.8M Buy
147,054
+5,885
+4% +$466K 1.47% 11
2024
Q3 		$11.8M Sell
141,169
-1,850
-1% -$149K 1.58% 12
2024
Q2 		$11.2M Sell
143,019
-2,824
-2% -$224K 1.63% 12
2024
Q1 		$11.6M Sell
145,843
-341
-0.2% -$26.1K 1.79% 13
2023
Q4 		$11M Buy
146,184
+4,962
+4% +$351K 1.88% 13
2023
Q3 		$9.73M Buy
141,222
+1,651
+1% +$118K 1.91% 14
2023
Q2 		$10.1M Sell
139,571
-6,942
-5% -$504K 2.07% 12
2023
Q1 		$10.5M Sell
146,513
-1,318
-0.9% -$92.2K 2.31% 12
2022
Q4 		$9.7M Buy
+147,831
New +$9.26M 2.39% 12
2022
Q2 		$3.74M Buy
59,894
+10,578
+21% +$720K 1.07% 18
2022
Q1 		$3.63M Sell
49,316
-479
-1% -$35.8K 0.97% 18
2021
Q4 		$3.92M Buy
+49,795
New +$3.94M 1.1% 19

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

Strategies Wealth Advisors's EFA Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q1 2026, selling an estimated $1.12M and leaving 198,053 shares worth $19.2M. The position accounts for 1.93% of the portfolio, ranked #11.

Strategies Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $20.2M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Strategies Wealth Advisors held 198,053 shares of iShares MSCI EAFE ETF worth $19.2M as of Q1 2026.
  • Strategies Wealth Advisors sold 11,156 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.12M.
  • iShares MSCI EAFE ETF made up 1.93% of Strategies Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Strategies Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's iShares MSCI EAFE ETF position peaked at $20.2M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.