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Vise Technologies’s iShares MSCI EAFE ETF EFA Stock Holding History

Vise Technologies’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 		$4.29M Buy
41,271
+19,050
+86% +$1.96M 0.05% 316
2026
Q1 		$2.13M Hold
22,221
– – 0.04% 349
2025
Q4 		$2.13M Buy
22,221
+5,974
+37% +$567K 0.04% 350
2025
Q3 		$1.52M Buy
16,247
+4
+0% +$364 0.06% 318
2025
Q2 		$1.45M Buy
+16,243
New +$1.39M 0.06% 338
2024
Q3 		– Sell
-3,916
Closed -$307K – 598
2024
Q2 		$307K Sell
3,916
-614
-14% -$48.6K 0.05% 309
2024
Q1 		$362K Buy
+4,530
New +$346K 0.07% 258
2022
Q3 		– Sell
-7,470
Closed -$467K – 313
2022
Q2 		$467K Hold
7,470
– – 0.18% 139
2022
Q1 		$550K Sell
7,470
-103
-1% -$7.7K 0.21% 120
2021
Q4 		$596K Buy
+7,573
New +$600K 0.16% 84

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

Vise Technologies's EFA Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI EAFE ETF (EFA) stake by 86% in Q2 2026, buying an estimated $1.96M and bringing the position to 41,271 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #316.

Vise Technologies first reported a position in EFA in Q4 2021 and has held it in 10 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Vise Technologies held 41,271 shares of iShares MSCI EAFE ETF worth $4.29M as of Q2 2026.
  • Vise Technologies bought 19,050 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.96M.
  • iShares MSCI EAFE ETF made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #316 holding.
  • Vise Technologies first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.