TAFW
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Tred Avon Family Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Tred Avon Family 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
2026
Q1 		$805K Sell
8,287
-230
-3% -$23K 0.27% 109
2025
Q4 		$818K Hold
8,517
– – 0.27% 104
2025
Q3 		$795K Buy
+8,517
New +$774K 0.27% 105

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

Tred Avon Family Wealth's EFA Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, selling an estimated $23K and leaving 8,287 shares worth $805K. The position accounts for 0.27% of the portfolio, ranked #109.

Tred Avon Family Wealth first reported a position in EFA in Q3 2025 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Tred Avon Family Wealth held 8,287 shares of iShares MSCI EAFE ETF worth $805K as of Q1 2026.
  • Tred Avon Family Wealth sold 230 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $23K.
  • iShares MSCI EAFE ETF made up 0.27% of Tred Avon Family Wealth's portfolio in Q1 2026, its #109 holding.
  • Tred Avon Family Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's iShares MSCI EAFE ETF position peaked at $818K in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.