Von Berge Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Von Berge Wealth Management Group’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 Q3	–	Sell	-2,652	Closed	-$237K	–	10
2025 Q2	$237K	Hold	2,652	–	–	0.13%	59
2025 Q1	$222K	Hold	2,652	–	–	0.14%	56
2024 Q4	$212K	Hold	2,652	–	–	0.13%	61
2024 Q3	$210K	Hold	2,652	–	–	0.13%	65
2024 Q2	$208K	Hold	2,652	–	–	0.13%	64
2024 Q1	$212K	Buy	+2,652	New	+$203K	0.14%	64

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Von Berge Wealth Management Group's EFA Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 2,652 shares — an estimated $237K sold.

Von Berge Wealth Management Group first reported a position in EFA in Q1 2024 and held it in 6 quarters. The position peaked at $237K in Q2 2025. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 2,652 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $237K.
Von Berge Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Von Berge Wealth Management Group's iShares MSCI EAFE ETF position peaked at $237K in Q2 2025.
2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.