Turn8 Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Turn8 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
2026 Q2	$596K	Sell	5,735 -164	-3%	-$16.9K	0.4%	43
2026 Q1	$573K	Buy	5,899 +1,270	+27%	+$127K	0.36%	43
2025 Q4	$445K	Sell	4,629 -444	-9%	-$42.1K	0.32%	40
2025 Q3	$474K	Buy	5,073 +629	+14%	+$57.2K	0.34%	39
2025 Q2	$397K	Buy	4,444 +944	+27%	+$80.6K	0.29%	41
2025 Q1	$286K	Buy	+3,500	New	+$282K	0.22%	46

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Turn8 Private Wealth's EFA Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q2 2026, selling an estimated $16.9K and leaving 5,735 shares worth $596K. The position accounts for 0.4% of the portfolio, ranked #43.

Turn8 Private Wealth first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Turn8 Private Wealth held 5,735 shares of iShares MSCI EAFE ETF worth $596K as of Q2 2026.
Turn8 Private Wealth sold 164 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $16.9K.
iShares MSCI EAFE ETF made up 0.4% of Turn8 Private Wealth's portfolio in Q2 2026, its #43 holding.
Turn8 Private Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.