Twin Peaks Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Twin Peaks Wealth Advisors’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	$314K	Buy	3,024 +821	+37%	+$84.4K	0.07%	160
2026 Q1	$214K	Buy	+2,203	New	+$220K	0.05%	174
2025 Q3	–	Sell	-534	Closed	-$48.6K	–	712
2025 Q2	$48.6K	Buy	+534	New	+$45.6K	0.02%	353

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

Twin Peaks Wealth Advisors's EFA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 37% in Q2 2026, buying an estimated $84.4K and bringing the position to 3,024 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #160.

Twin Peaks Wealth Advisors first reported a position in EFA in Q2 2025 and has held it in 3 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Twin Peaks Wealth Advisors held 3,024 shares of iShares MSCI EAFE ETF worth $314K as of Q2 2026.
Twin Peaks Wealth Advisors bought 821 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $84.4K.
iShares MSCI EAFE ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.