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VestGen Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

VestGen 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
Q2 		$2.88M Sell
27,746
-3,796
-12% -$390K 0.08% 234
2026
Q1 		$3.25M Buy
31,542
+8,800
+39% +$880K 0.09% 208
2025
Q4 		$2.18M Sell
22,742
-2,142
-9% -$203K 0.09% 227
2025
Q3 		$2.32M Buy
24,884
+8,674
+54% +$789K 0.08% 230
2025
Q2 		$1.45M Buy
16,210
+117
+0.7% +$9.99K 0.06% 269
2025
Q1 		$1.32M Buy
+16,093
New +$1.3M 0.06% 270

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

VestGen Advisors's EFA Position: Q2 2026 in Review

VestGen Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $390K and leaving 27,746 shares worth $2.88M. The position accounts for 0.08% of the portfolio, ranked #234.

VestGen Advisors first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.25M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • VestGen Advisors held 27,746 shares of iShares MSCI EAFE ETF worth $2.88M as of Q2 2026.
  • VestGen Advisors sold 3,796 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $390K.
  • iShares MSCI EAFE ETF made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #234 holding.
  • VestGen Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's iShares MSCI EAFE ETF position peaked at $3.25M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.