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Visionary Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Visionary Wealth 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
Q1 		$5.17M Buy
53,259
+398
+0.8% +$39.8K 0.23% 110
2025
Q4 		$5.08M Sell
52,861
-187
-0.4% -$17.7K 0.23% 112
2025
Q3 		$4.95M Buy
53,048
+12,916
+32% +$1.17M 0.23% 104
2025
Q2 		$3.59M Buy
40,132
+1,680
+4% +$143K 0.18% 131
2025
Q1 		$3.14M Buy
38,452
+6,321
+20% +$509K 0.19% 130
2024
Q4 		$2.43M Buy
32,131
+3,403
+12% +$270K 0.14% 153
2024
Q3 		$2.4M Buy
28,728
+1,744
+6% +$140K 0.15% 157
2024
Q2 		$2.11M Buy
26,984
+716
+3% +$56.7K 0.14% 163
2024
Q1 		$2.1M Buy
26,268
+2,713
+12% +$208K 0.14% 163
2023
Q4 		$1.77M Buy
23,555
+1,868
+9% +$132K 0.13% 167
2023
Q3 		$1.49M Sell
21,687
-633
-3% -$45.3K 0.12% 174
2023
Q2 		$1.62M Buy
22,320
+249
+1% +$18.1K 0.13% 158
2023
Q1 		$1.58M Sell
22,071
-1,310
-6% -$91.6K 0.13% 153
2022
Q4 		$1.53M Sell
23,381
-1,686
-7% -$106K 0.14% 138
2022
Q3 		$1.4M Sell
25,067
-2,915
-10% -$182K 0.15% 137
2022
Q2 		$1.75M Buy
27,982
+1,800
+7% +$123K 0.16% 127
2022
Q1 		$1.93M Sell
26,182
-215
-0.8% -$16.1K 0.16% 129
2021
Q4 		$2.08M Buy
26,397
+1,554
+6% +$123K 0.17% 119
2021
Q3 		$1.94M Buy
24,843
+383
+2% +$30.6K 0.2% 102
2021
Q2 		$1.93M Sell
24,460
-450
-2% -$35.7K 0.19% 107
2021
Q1 		$1.89M Buy
24,910
+3,863
+18% +$291K 0.2% 112
2020
Q4 		$1.54M Buy
21,047
+7,487
+55% +$512K 0.17% 113
2020
Q3 		$863K Buy
+13,560
New +$868K 0.12% 126
2020
Q1 		– Sell
-3,389
Closed -$235K – 206
2019
Q4 		$235K Buy
+3,389
New +$229K 0.04% 189

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Visionary Wealth Advisors's EFA Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.75% in Q1 2026, buying an estimated $39.8K and bringing the position to 53,259 shares worth $5.17M. The position accounts for 0.23% of the portfolio, ranked #110.

Visionary Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Visionary Wealth Advisors held 53,259 shares of iShares MSCI EAFE ETF worth $5.17M as of Q1 2026.
  • Visionary Wealth Advisors bought 398 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $39.8K.
  • iShares MSCI EAFE ETF made up 0.23% of Visionary Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • Visionary Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.