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

Three Bridge 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
2025
Q4 		– Sell
-2,810
Closed -$262K – 92
2025
Q3 		$262K Sell
2,810
-703
-20% -$63.9K 0.07% 74
2025
Q2 		$314K Sell
3,513
-2,483
-41% -$212K 0.08% 86
2025
Q1 		$490K Sell
5,996
-411
-6% -$33.1K 0.17% 60
2024
Q4 		$484K Sell
6,407
-37,488
-85% -$2.97M 0.17% 61
2024
Q3 		$3.67M Buy
43,895
+11,275
+35% +$907K 1.35% 16
2024
Q2 		$2.56M Buy
32,620
+8,977
+38% +$711K 1.01% 21
2024
Q1 		$1.89M Buy
23,643
+8,455
+56% +$647K 0.74% 30
2023
Q4 		$1.14M Sell
15,188
-1,660
-10% -$117K 0.4% 37
2023
Q3 		$1.16M Sell
16,848
-2,052
-11% -$147K 0.48% 36
2023
Q2 		$1.37M Hold
18,900
– – 0.58% 32
2023
Q1 		$1.35M Hold
18,900
– – 0.63% 33
2022
Q4 		$1.24M Buy
18,900
+135
+0.7% +$8.46K 0.67% 31
2022
Q3 		$1.05M Sell
18,765
-1,400
-7% -$87.3K 0.53% 39
2022
Q2 		$1.26M Sell
20,165
-1,855
-8% -$126K 0.62% 36
2022
Q1 		$1.62M Buy
+22,020
New +$1.65M 0.45% 26

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Three Bridge Wealth Advisors's EFA Position: Q4 2025 in Review

Three Bridge Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,810 shares — an estimated $262K sold.

Three Bridge Wealth Advisors first reported a position in EFA in Q1 2022 and held it in 15 quarters. The position peaked at $3.67M in Q3 2024. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Three Bridge Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 2,810 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $262K.
  • Three Bridge Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2022 and held it in 15 quarters.
  • Three Bridge Wealth Advisors's iShares MSCI EAFE ETF position peaked at $3.67M in Q3 2024.
  • 2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.