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

TFO 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 		$1.47M Buy
15,139
+13
+0.1% +$1.3K 0.2% 35
2025
Q4 		$1.45M Sell
15,126
-1,056
-7% -$100K 0.22% 31
2025
Q3 		$1.51M Hold
16,182
– – 0.25% 27
2025
Q2 		$1.45M Hold
16,182
– – 0.25% 26
2025
Q1 		$1.32M Buy
+16,182
New +$1.3M 0.26% 22
2024
Q4 		– Sell
-4,800
Closed -$401K – 15
2024
Q3 		$401K Hold
4,800
– – 0.07% 31
2024
Q2 		$376K Hold
4,800
– – 0.07% 33
2024
Q1 		$383K Sell
4,800
-396
-8% -$30.3K 0.07% 29
2023
Q4 		$392K Buy
5,196
+1,108
+27% +$78.3K 0.08% 29
2023
Q3 		$296K Buy
4,088
+935
+30% +$67K 0.06% 35
2023
Q2 		$229K Sell
3,153
-24
-0.8% -$1.74K 0.05% 40
2023
Q1 		$227K Buy
3,177
+3,152
+12,608% +$220K 0.05% 39
2022
Q4 		$1.76K Sell
25
-4,147
-99% -$260K ﹤0.01% 277
2022
Q3 		$234K Hold
4,172
– – 0.06% 39
2022
Q2 		$261K Hold
4,172
– – 0.06% 39
2022
Q1 		$307K Sell
4,172
-440
-10% -$32.9K 0.06% 34
2021
Q4 		$355K Buy
4,612
+440
+11% +$34.8K 0.07% 29
2021
Q3 		$325K Sell
4,172
-18
-0.4% -$1.44K 0.06% 28
2021
Q2 		$333K Buy
4,190
+18
+0.4% +$1.43K 0.07% 23
2021
Q1 		$317K Sell
4,172
-459
-10% -$34.6K 0.1% 26
2020
Q4 		$338K Sell
4,631
-408
-8% -$27.9K 0.11% 22
2020
Q3 		$321K Hold
5,039
– – 0.12% 22
2020
Q2 		$307K Sell
5,039
-315
-6% -$18.2K 0.12% 24
2020
Q1 		$286K Hold
5,354
– – 0.12% 28
2019
Q4 		$371K Buy
+5,354
New +$362K 0.34% 24

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

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

TFO Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 0.09% in Q1 2026, buying an estimated $1.3K and bringing the position to 15,139 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #35.

TFO Wealth Partners first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • TFO Wealth Partners held 15,139 shares of iShares MSCI EAFE ETF worth $1.47M as of Q1 2026.
  • TFO Wealth Partners bought 13 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.3K.
  • iShares MSCI EAFE ETF made up 0.2% of TFO Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • TFO Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares MSCI EAFE ETF position peaked at $1.51M in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.