Tradition Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Tradition 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
2026 Q1	$476K	Sell	4,901 -363	-7%	-$36.3K	0.03%	298
2025 Q4	$506K	Buy	5,264 +57	+1%	+$5.41K	0.04%	289
2025 Q3	$486K	Buy	5,207 +16	+0.3%	+$1.45K	0.04%	294
2025 Q2	$464K	Buy	5,191 +844	+19%	+$72.1K	0.04%	277
2025 Q1	$355K	Buy	4,347 +37	+0.9%	+$2.98K	0.03%	308
2024 Q4	$326K	Buy	4,310 +12	+0.3%	+$950	0.03%	310
2024 Q3	$359K	Hold	4,298	–	–	0.03%	295
2024 Q2	$337K	Sell	4,298 -35	-0.8%	-$2.77K	0.03%	294
2024 Q1	$346K	Hold	4,333	–	–	0.04%	281
2023 Q4	$326K	Buy	4,333 +76	+2%	+$5.37K	0.03%	262
2023 Q3	$293K	Hold	4,257	–	–	0.03%	256
2023 Q2	$309K	Sell	4,257 -17	-0.4%	-$1.23K	0.04%	249
2023 Q1	$306K	Sell	4,274 -75	-2%	-$5.25K	0.04%	236
2022 Q4	$285K	Sell	4,349 -62	-1%	-$3.88K	0.04%	225
2022 Q3	$247K	Sell	4,411 -135,560	-97%	-$8.45M	0.04%	232
2022 Q2	$8.75M	Sell	139,971 -5,866	-4%	-$399K	1.27%	21
2022 Q1	$10.7M	Buy	145,837 +5,069	+4%	+$379K	1.37%	16
2021 Q4	$11.1M	Buy	140,768 +7,027	+5%	+$557K	1.39%	15
2021 Q3	$10.4M	Buy	133,741 +6,460	+5%	+$517K	1.48%	15
2021 Q2	$10M	Buy	127,281 +7,873	+7%	+$625K	1.5%	11
2021 Q1	$9.06M	Buy	119,408 +9,581	+9%	+$721K	1.57%	13
2020 Q4	$8.01M	Buy	+109,827	New	+$7.51M	1.55%	14

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

Tradition Wealth Management's EFA Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 6.9% in Q1 2026, selling an estimated $36.3K and leaving 4,901 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #298.

Tradition Wealth Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Tradition Wealth Management held 4,901 shares of iShares MSCI EAFE ETF worth $476K as of Q1 2026.
Tradition Wealth Management sold 363 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $36.3K.
iShares MSCI EAFE ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #298 holding.
Tradition Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's iShares MSCI EAFE ETF position peaked at $11.1M in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.