Urban Financial Advisory Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Urban Financial Advisory Corp’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	$3.17M	Sell	30,502 -1,192	-4%	-$123K	0.87%	14
2026 Q1	$3.08M	Buy	31,694 +2,779	+10%	+$278K	1.09%	10
2025 Q4	$2.78M	Buy	28,915 +516	+2%	+$48.9K	1.09%	10
2025 Q3	$2.65M	Buy	28,399 +1,238	+5%	+$113K	1.24%	9
2025 Q2	$2.43M	Sell	27,161 -3,004	-10%	-$256K	1.22%	9
2025 Q1	$2.47M	Hold	30,165	–	–	1.36%	9
2024 Q4	$2.28M	Buy	30,165 +417	+1%	+$33K	1.25%	9
2024 Q3	$2.49M	Sell	29,748 -2,839	-9%	-$228K	1.37%	9
2024 Q2	$2.55M	Sell	32,587 -5,525	-14%	-$438K	1.56%	9
2024 Q1	$3.04M	Sell	38,112 -735	-2%	-$56.2K	1.87%	7
2023 Q4	$2.93M	Buy	+38,847	New	+$2.75M	2.23%	6

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

Urban Financial Advisory Corp's EFA Position: Q2 2026 in Review

Urban Financial Advisory Corp reduced its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q2 2026, selling an estimated $123K and leaving 30,502 shares worth $3.17M. The position accounts for 0.87% of the portfolio, ranked #14.

Urban Financial Advisory Corp first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Urban Financial Advisory Corp held 30,502 shares of iShares MSCI EAFE ETF worth $3.17M as of Q2 2026.
Urban Financial Advisory Corp sold 1,192 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $123K.
iShares MSCI EAFE ETF made up 0.87% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #14 holding.
Urban Financial Advisory Corp first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.