Valued Retirements’s iShares MSCI EAFE ETF EFA Stock Holding History

Valued Retirements’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	$498K	Sell	4,796 -9,275	-66%	-$954K	0.45%	49
2026 Q1	$1.37M	Hold	14,071	–	–	1.34%	20
2025 Q4	$1.35M	Hold	14,071	–	–	1.32%	22
2025 Q3	$1.26M	Hold	14,071	–	–	1.42%	20
2025 Q2	$1.26M	Hold	14,071	–	–	1.42%	20
2025 Q1	$1.15M	Hold	14,071	–	–	1.51%	18
2024 Q4	$1.06M	Hold	14,071	–	–	1.43%	17
2024 Q3	$1.18M	Hold	14,071	–	–	1.62%	14
2024 Q2	$1.1M	Hold	14,071	–	–	1.67%	14
2024 Q1	$1.12M	Hold	14,071	–	–	1.8%	15
2023 Q4	$1.06M	Buy	+14,071	New	+$995K	1.84%	14

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

Valued Retirements's EFA Position: Q2 2026 in Review

Valued Retirements reduced its iShares MSCI EAFE ETF (EFA) stake by 66% in Q2 2026, selling an estimated $954K and leaving 4,796 shares worth $498K. The position accounts for 0.45% of the portfolio, ranked #49.

Valued Retirements first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Valued Retirements held 4,796 shares of iShares MSCI EAFE ETF worth $498K as of Q2 2026.
Valued Retirements sold 9,275 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $954K.
iShares MSCI EAFE ETF made up 0.45% of Valued Retirements's portfolio in Q2 2026, its #49 holding.
Valued Retirements first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Valued Retirements's iShares MSCI EAFE ETF position peaked at $1.37M in Q1 2026.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.