Wade Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Wade Financial Advisory’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 Q1	$2.13M	Hold	26,071	–	–	0.73%	25
2024 Q4	$1.97M	Hold	26,071	–	–	0.67%	26
2024 Q3	$2.18M	Hold	26,071	–	–	0.73%	26
2024 Q2	$2.04M	Hold	26,071	–	–	0.73%	27
2024 Q1	$2.08M	Hold	26,071	–	–	0.76%	25
2023 Q4	$1.96M	Hold	26,071	–	–	0.74%	29
2023 Q3	$1.8M	Sell	26,071 -75	-0.3%	-$5.37K	0.77%	28
2023 Q2	$1.9M	Sell	26,146 -75	-0.3%	-$5.45K	0.75%	29
2023 Q1	$1.88M	Sell	26,221 -1,913	-7%	-$134K	0.79%	30
2022 Q4	$1.85M	Buy	28,134 +8	+0%	+$501	0.84%	29
2022 Q3	$1.57M	Sell	28,126 -74	-0.3%	-$4.61K	0.79%	28
2022 Q2	$1.76M	Buy	28,200 +46	+0.2%	+$3.13K	0.84%	30
2022 Q1	$2.07M	Buy	28,154 +14,817	+111%	+$1.11M	0.89%	28
2021 Q4	$1.05M	Buy	13,337 +571	+4%	+$45.2K	0.55%	33
2021 Q3	$996K	Hold	12,766	–	–	0.56%	31
2021 Q2	$1.01M	Buy	12,766 +1,210	+10%	+$96.1K	0.55%	31
2021 Q1	$877K	Hold	11,556	–	–	0.55%	32
2020 Q4	$843K	Hold	11,556	–	–	0.57%	33
2020 Q3	$736K	Hold	11,556	–	–	0.58%	36
2020 Q2	$703K	Hold	11,556	–	–	0.61%	36
2020 Q1	$618K	Sell	11,556 -1,469	-11%	-$93.2K	0.62%	36
2019 Q4	$904K	Buy	+13,025	New	+$880K	0.8%	25

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wade Financial Advisory's EFA Position: Q1 2025 in Review

Wade Financial Advisory held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2025 at 26,071 shares worth $2.13M. The position accounts for 0.73% of the portfolio, ranked #25.

Wade Financial Advisory first reported a position in EFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.18M in Q3 2024. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Wade Financial Advisory held 26,071 shares of iShares MSCI EAFE ETF worth $2.13M as of Q1 2025.
Wade Financial Advisory left its iShares MSCI EAFE ETF share count unchanged in Q1 2025.
iShares MSCI EAFE ETF made up 0.73% of Wade Financial Advisory's portfolio in Q1 2025, its #25 holding.
Wade Financial Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's iShares MSCI EAFE ETF position peaked at $2.18M in Q3 2024.
1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.