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
2026 Q2	$420K	Buy	+4,045	New	+$416K	0.02%	215
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 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

Univest Financial's EFA Position: Q2 2026 in Review

Univest Financial opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 4,045 shares worth $420K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: Univest Financial previously reported a position in EFA as recently as Q1 2025.

Univest Financial first reported a position in EFA in Q3 2024 and has held it in 4 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Univest Financial held 4,045 shares of iShares MSCI EAFE ETF worth $420K as of Q2 2026.
iShares MSCI EAFE ETF was a new Univest Financial position in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #215 holding.
Univest Financial first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 4 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.