Transatlantique Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Transatlantique Private Wealth’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	-2,715	Closed	-$254K	–	213
2025 Q3	$254K	Hold	2,715	–	–	0.08%	204
2025 Q2	$243K	Hold	2,715	–	–	0.09%	197
2025 Q1	$222K	Hold	2,715	–	–	0.09%	200
2024 Q4	$205K	Hold	2,715	–	–	0.08%	198
2024 Q3	$227K	Hold	2,715	–	–	0.09%	199
2024 Q2	$213K	Sell	2,715 -885	-25%	-$70.1K	0.09%	195
2024 Q1	$287K	Hold	3,600	–	–	0.13%	186
2023 Q4	$271K	Sell	3,600 -200	-5%	-$14.1K	0.13%	188
2023 Q3	$262K	Hold	3,800	–	–	0.14%	179
2023 Q2	$276K	Hold	3,800	–	–	0.14%	178
2023 Q1	$272K	Buy	+3,800	New	+$266K	0.15%	177

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transatlantique Private Wealth's EFA Position: Q4 2025 in Review

Transatlantique Private Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,715 shares — an estimated $254K sold.

Transatlantique Private Wealth first reported a position in EFA in Q1 2023 and held it in 11 quarters. The position peaked at $287K in Q1 2024. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Transatlantique Private Wealth reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Transatlantique Private Wealth sold 2,715 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $254K.
Transatlantique Private Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
Transatlantique Private Wealth's iShares MSCI EAFE ETF position peaked at $287K in Q1 2024.
2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.