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Tilson Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Tilson Financial Group’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 		$612K Sell
6,300
-99
-2% -$9.9K 0.18% 49
2025
Q4 		$615K Sell
6,399
-122
-2% -$11.6K 0.19% 53
2025
Q3 		$609K Sell
6,521
-126
-2% -$11.5K 0.2% 49
2025
Q2 		$594K Sell
6,647
-30
-0.4% -$2.56K 0.22% 45
2025
Q1 		$546K Sell
6,677
-283
-4% -$22.8K 0.22% 50
2024
Q4 		$526K Hold
6,960
– – 0.21% 50
2024
Q3 		$582K Buy
+6,960
New +$560K 0.25% 45
2024
Q2 		– Sell
-6,527
Closed -$521K – 43
2024
Q1 		$521K Hold
6,527
– – 0.28% 49
2023
Q4 		$492K Sell
6,527
-369
-5% -$26.1K 0.32% 43
2023
Q3 		$475K Buy
+6,896
New +$494K 0.37% 44
2023
Q2 		– Sell
-7,518
Closed -$538K – 35
2023
Q1 		$538K Hold
7,518
– – 0.44% 39
2022
Q4 		$493K Buy
+7,518
New +$471K 0.42% 40

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

Tilson Financial Group's EFA Position: Q1 2026 in Review

Tilson Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q1 2026, selling an estimated $9.9K and leaving 6,300 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #49.

Tilson Financial Group first reported a position in EFA in Q4 2022 and has held it in 12 quarters since. The position peaked at $615K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Tilson Financial Group held 6,300 shares of iShares MSCI EAFE ETF worth $612K as of Q1 2026.
  • Tilson Financial Group sold 99 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $9.9K.
  • iShares MSCI EAFE ETF made up 0.18% of Tilson Financial Group's portfolio in Q1 2026, its #49 holding.
  • Tilson Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
  • Tilson Financial Group's iShares MSCI EAFE ETF position peaked at $615K in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.