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

Stratos Wealth Partners’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	$2.76M	Sell	28,386 -116,323	-80%	-$11.6M	0.03%	472
2025 Q4	$13.9M	Buy	144,709 +20,899	+17%	+$1.98M	0.16%	129
2025 Q3	$11.6M	Buy	123,810 +100,698	+436%	+$9.15M	0.14%	148
2025 Q2	$2.07M	Buy	23,112 +5,395	+30%	+$461K	0.03%	486
2025 Q1	$1.45M	Sell	17,717 -6,734	-28%	-$543K	0.02%	543
2024 Q4	$1.85M	Sell	24,451 -3,439	-12%	-$272K	0.03%	499
2024 Q3	$2.33M	Sell	27,890 -3,397	-11%	-$273K	0.03%	425
2024 Q2	$2.45M	Sell	31,287 -3,106	-9%	-$246K	0.04%	396
2024 Q1	$2.75M	Sell	34,393 -17,649	-34%	-$1.35M	0.05%	371
2023 Q4	$3.92M	Sell	52,042 -11,244	-18%	-$795K	0.07%	270
2023 Q3	$4.36M	Buy	63,286 +4,233	+7%	+$303K	0.09%	219
2023 Q2	$4.28M	Buy	59,053 +4,349	+8%	+$316K	0.1%	217
2023 Q1	$3.91M	Sell	54,704 -4,929	-8%	-$345K	0.1%	199
2022 Q4	$3.91M	Sell	59,633 -4,224	-7%	-$265K	0.1%	204
2022 Q3	$3.58M	Sell	63,857 -4,760	-7%	-$297K	0.1%	207
2022 Q2	$4.29M	Sell	68,617 -1,950	-3%	-$133K	0.11%	185
2022 Q1	$5.19M	Sell	70,567 -11,078	-14%	-$829K	0.12%	183
2021 Q4	$6.42M	Sell	81,645 -59	-0.1%	-$4.67K	0.14%	154
2021 Q3	$6.37M	Buy	81,704 +911	+1%	+$72.9K	0.16%	138
2021 Q2	$6.37M	Buy	80,793 +16,705	+26%	+$1.33M	0.16%	140
2021 Q1	$4.86M	Buy	64,088 +5,269	+9%	+$397K	0.13%	171
2020 Q4	$4.29M	Sell	58,819 -1,728	-3%	-$118K	0.13%	181
2020 Q3	$3.85M	Sell	60,547 -46,065	-43%	-$2.95M	0.13%	176
2020 Q2	$6.49M	Sell	106,612 -21,410	-17%	-$1.24M	0.23%	105
2020 Q1	$6.84M	Sell	128,022 -17,516	-12%	-$1.11M	0.31%	70
2019 Q4	$10.1M	Sell	145,538 -8,668	-6%	-$585K	0.4%	48
2019 Q3	$10.1M	Sell	154,206 -1,815	-1%	-$117K	0.43%	42
2019 Q2	$10.3M	Sell	156,021 -19,984	-11%	-$1.31M	0.44%	40
2019 Q1	$11.4M	Buy	176,005 +8,447	+5%	+$532K	0.51%	34
2018 Q4	$9.85M	Sell	167,558 -30,135	-15%	-$1.88M	0.51%	31
2018 Q3	$13.4M	Sell	197,693 -19,942	-9%	-$1.35M	0.6%	27
2018 Q2	$14.6M	Sell	217,635 -59,760	-22%	-$4.19M	0.65%	26
2018 Q1	$19.3M	Buy	277,395 +51,349	+23%	+$3.66M	0.81%	18
2017 Q4	$15.9M	Sell	226,046 -43,704	-16%	-$3.04M	0.71%	23
2017 Q3	$18.5M	Buy	269,750 +51,820	+24%	+$3.46M	0.87%	20
2017 Q2	$14.2M	Buy	217,930 +11,268	+5%	+$729K	0.73%	26
2017 Q1	$12.9M	Buy	206,662 +25,081	+14%	+$1.52M	0.73%	27
2016 Q4	$10.5M	Sell	181,581 -20,569	-10%	-$1.19M	0.65%	33
2016 Q3	$12M	Buy	202,150 +59,624	+42%	+$3.46M	0.81%	28
2016 Q2	$7.96M	Buy	142,526 +88,844	+166%	+$5.11M	0.59%	34
2016 Q1	$3.07M	Sell	53,682 -213,671	-80%	-$11.8M	0.26%	70
2015 Q4	$15.7M	Buy	267,353 +168,883	+172%	+$10.2M	1.31%	22
2015 Q3	$5.64M	Sell	98,470 -32,402	-25%	-$2M	0.71%	25
2015 Q2	$8.34M	Buy	130,872 +15,901	+14%	+$1.06M	1.07%	15
2015 Q1	$7.38M	Buy	114,971 +67,453	+142%	+$4.25M	0.88%	18
2014 Q4	$2.89M	Buy	+47,518	New	+$2.97M	0.52%	48

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's EFA Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 80% in Q1 2026, selling an estimated $11.6M and leaving 28,386 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #472.

Stratos Wealth Partners first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.3M in Q1 2018. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Stratos Wealth Partners held 28,386 shares of iShares MSCI EAFE ETF worth $2.76M as of Q1 2026.
Stratos Wealth Partners sold 116,323 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.6M.
iShares MSCI EAFE ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #472 holding.
Stratos Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
Stratos Wealth Partners's iShares MSCI EAFE ETF position peaked at $19.3M in Q1 2018.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.