SWA
EFA icon

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

Stratos 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
Q2 		$834K Buy
8,029
+413
+5% +$42.5K 0.05% 305
2026
Q1 		$740K Sell
7,616
-5,058
-40% -$506K 0.05% 312
2025
Q4 		$1.22M Buy
12,674
+1,907
+18% +$181K 0.06% 286
2025
Q3 		$1.01M Sell
10,767
-6,725
-38% -$611K 0.05% 317
2025
Q2 		$1.56M Buy
17,492
+7,124
+69% +$608K 0.08% 250
2025
Q1 		$847K Sell
10,368
-10,860
-51% -$875K 0.05% 331
2024
Q4 		$1.61M Sell
21,228
-60,590
-74% -$4.8M 0.08% 247
2024
Q3 		$6.84M Buy
81,818
+14,449
+21% +$1.16M 0.31% 73
2024
Q2 		$5.28M Buy
67,369
+37,922
+129% +$3M 0.26% 91
2024
Q1 		$2.35M Buy
29,447
+7,420
+34% +$568K 0.14% 174
2023
Q4 		$1.66M Buy
22,027
+3,878
+21% +$274K 0.1% 243
2023
Q3 		$1.25M Sell
18,149
-12,547
-41% -$899K 0.08% 260
2023
Q2 		$2.23M Buy
30,696
+5,707
+23% +$414K 0.16% 174
2023
Q1 		$1.79M Sell
24,989
-1,119
-4% -$78.3K 0.14% 202
2022
Q4 		$1.71M Buy
26,108
+9,605
+58% +$602K 0.14% 197
2022
Q3 		$924K Buy
16,503
+7,331
+80% +$457K 0.1% 253
2022
Q2 		$573K Buy
9,172
+3,357
+58% +$228K 0.05% 340
2022
Q1 		$428K Sell
5,815
-1,511
-21% -$113K 0.03% 400
2021
Q4 		$576K Buy
7,326
+698
+11% +$55.3K 0.04% 371
2021
Q3 		$517K Sell
6,628
-4,390
-40% -$351K 0.04% 348
2021
Q2 		$869K Buy
11,018
+1,644
+18% +$131K 0.08% 261
2021
Q1 		$711K Buy
+9,374
New +$706K 0.08% 264
2020
Q2 		– Sell
-2,488
Closed -$133K – 285
2020
Q1 		$133K Buy
+2,488
New +$158K 0.09% 159
2019
Q4 		– Sell
-18,241
Closed -$1.19M – 188
2019
Q3 		$1.19M Sell
18,241
-1,279
-7% -$82.4K 0.45% 56
2019
Q2 		$1.28M Sell
19,520
-6,399
-25% -$419K 0.51% 44
2019
Q1 		$1.68M Sell
25,919
-33,113
-56% -$2.09M 0.91% 22
2018
Q4 		$3.47M Buy
+59,032
New +$3.69M 2.32% 6

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

Stratos Wealth Advisors's EFA Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5.4% in Q2 2026, buying an estimated $42.5K and bringing the position to 8,029 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #305.

Stratos Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.84M in Q3 2024. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Stratos Wealth Advisors held 8,029 shares of iShares MSCI EAFE ETF worth $834K as of Q2 2026.
  • Stratos Wealth Advisors bought 413 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $42.5K.
  • iShares MSCI EAFE ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • Stratos Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's iShares MSCI EAFE ETF position peaked at $6.84M in Q3 2024.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.