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US Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

US Financial 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
2025
Q1 		$19.6M Buy
240,077
+21,522
+10% +$1.73M 5.8% 3
2024
Q4 		$16.5M Buy
218,555
+6,809
+3% +$539K 5.08% 3
2024
Q3 		$17.7M Buy
211,746
+3,504
+2% +$282K 5.51% 3
2024
Q2 		$16.3M Buy
208,242
+10,386
+5% +$823K 5.47% 3
2024
Q1 		$15.8M Buy
197,856
+3,744
+2% +$286K 5.47% 3
2023
Q4 		$14.6M Buy
194,112
+7,665
+4% +$542K 5.45% 3
2023
Q3 		$12.8M Buy
186,447
+8,455
+5% +$606K 5.34% 3
2023
Q2 		$12.9M Buy
177,992
+3,642
+2% +$264K 5.49% 4
2023
Q1 		$12.5M Buy
174,350
+6,160
+4% +$431K 5.56% 4
2022
Q4 		$11M Buy
168,190
+1,570
+0.9% +$98.4K 5.54% 4
2022
Q3 		$9.33M Sell
166,620
-14,607
-8% -$910K 5.23% 3
2022
Q2 		$11.3M Buy
181,227
+3,583
+2% +$244K 6.36% 3
2022
Q1 		$13.1M Sell
177,644
-27,594
-13% -$2.06M 6.29% 3
2021
Q4 		$16.1M Buy
205,238
+2,232
+1% +$177K 7.35% 3
2021
Q3 		$15.8M Buy
203,006
+2,982
+1% +$239K 7.84% 3
2021
Q2 		$15.8M Sell
200,024
-67,057
-25% -$5.33M 7.7% 3
2021
Q1 		$20.3M Sell
267,081
-303
-0.1% -$22.8K 5.63% 3
2020
Q4 		$19.5M Buy
+267,384
New +$18.3M 5.88% 3
2016
Q2 		– Sell
-1,433
Closed -$82K – 136
2016
Q1 		$82K Sell
1,433
-33,848
-96% -$1.87M 0.14% 68
2015
Q4 		$2.07M Buy
35,281
+32,418
+1,132% +$1.95M 1.97% 13
2015
Q3 		$164K Buy
2,863
+81
+3% +$5K 0.27% 57
2015
Q2 		$177K Hold
2,782
– – 0.17% 55
2015
Q1 		$178K Buy
2,782
+621
+29% +$39.1K 0.16% 58
2014
Q4 		$132K Buy
+2,161
New +$135K 0.12% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Financial Advisors's EFA Position: Q1 2025 in Review

US Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 9.8% in Q1 2025, buying an estimated $1.73M and bringing the position to 240,077 shares worth $19.6M. The position accounts for 5.8% of the portfolio, ranked #3.

US Financial Advisors first reported a position in EFA in Q4 2014 and has held it in 24 quarters since. The position peaked at $20.3M in Q1 2021. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • US Financial Advisors held 240,077 shares of iShares MSCI EAFE ETF worth $19.6M as of Q1 2025.
  • US Financial Advisors bought 21,522 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $1.73M.
  • iShares MSCI EAFE ETF made up 5.8% of US Financial Advisors's portfolio in Q1 2025, its #3 holding.
  • US Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 24 quarters since.
  • US Financial Advisors's iShares MSCI EAFE ETF position peaked at $20.3M in Q1 2021.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.