Topel & Distasi Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Topel & Distasi Wealth Management’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 Q1	–	Sell	-7,019	Closed	-$531K	–	75
2024 Q4	$531K	Hold	7,019	–	–	0.23%	59
2024 Q3	$587K	Hold	7,019	–	–	0.24%	58
2024 Q2	$550K	Hold	7,019	–	–	0.24%	56
2024 Q1	$561K	Hold	7,019	–	–	0.25%	56
2023 Q4	$529K	Hold	7,019	–	–	0.25%	55
2023 Q3	$484K	Sell	7,019 -237	-3%	-$17K	0.25%	54
2023 Q2	$526K	Hold	7,256	–	–	0.26%	55
2023 Q1	$519K	Sell	7,256 -244	-3%	-$17.1K	0.27%	55
2022 Q4	$492K	Hold	7,500	–	–	0.28%	55
2022 Q3	$486K	Buy	7,500 +14	+0.2%	+$873	0.27%	57
2022 Q2	$468K	Hold	7,486	–	–	0.27%	54
2022 Q1	$551K	Sell	7,486 -161	-2%	-$12K	0.23%	61
2021 Q4	$602K	Buy	+7,647	New	+$606K	0.25%	59

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Topel & Distasi Wealth Management's EFA Position: Q1 2025 in Review

Topel & Distasi Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 7,019 shares — an estimated $531K sold.

Topel & Distasi Wealth Management first reported a position in EFA in Q4 2021 and held it in 13 quarters. The position peaked at $602K in Q4 2021. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Topel & Distasi Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 7,019 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $531K.
Topel & Distasi Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
Topel & Distasi Wealth Management's iShares MSCI EAFE ETF position peaked at $602K in Q4 2021.
1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.