UP Strategic Wealth Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

UP Strategic Wealth Investment 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 Q1	$454K	Hold	4,408	–	–	0.29%	55
2025 Q4	$452K	Hold	4,408	–	–	0.33%	52
2025 Q3	$414K	Hold	4,408	–	–	0.31%	48
2025 Q2	$394K	Hold	4,408	–	–	0.31%	53
2025 Q1	$360K	Hold	4,408	–	–	0.32%	53
2024 Q4	$333K	Hold	4,408	–	–	0.33%	50
2024 Q3	$369K	Hold	4,408	–	–	0.41%	45
2024 Q2	$345K	Sell	4,408 -593	-12%	-$47K	0.52%	41
2024 Q1	$399K	Buy	5,001 +654	+15%	+$50K	0.65%	34
2023 Q4	$328K	Buy	+4,347	New	+$307K	0.6%	41

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's EFA Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,408 shares worth $454K. The position accounts for 0.29% of the portfolio, ranked #55.

UP Strategic Wealth Investment Advisors first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

UP Strategic Wealth Investment Advisors held 4,408 shares of iShares MSCI EAFE ETF worth $454K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.29% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #55 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.