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Univest Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Univest Financial’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
Q2 		– Sell
-4,300
Closed -$351K – 274
2025
Q1 		$351K Hold
4,300
– – 0.02% 226
2024
Q4 		$325K Hold
4,300
– – 0.02% 236
2024
Q3 		$360K Buy
+4,300
New +$346K 0.02% 225

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial's EFA Position: Q2 2025 in Review

Univest Financial sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 4,300 shares — an estimated $351K sold.

Univest Financial first reported a position in EFA in Q3 2024 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Univest Financial reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Univest Financial sold 4,300 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $351K.
  • Univest Financial first reported a position in iShares MSCI EAFE ETF in Q3 2024 and held it in 3 quarters.
  • Univest Financial's iShares MSCI EAFE ETF position peaked at $360K in Q3 2024.
  • 2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.