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Walsh & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Walsh & Associates’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 		$54.5K Hold
525
– – 0.04% 113
2026
Q1 		$51K Hold
525
– – 0.05% 108
2025
Q4 		$50.4K Buy
+525
New +$49.8K 0.05% 109

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

Walsh & Associates's EFA Position: Q2 2026 in Review

Walsh & Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 525 shares worth $54.5K. The position accounts for 0.04% of the portfolio, ranked #113.

Walsh & Associates first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Walsh & Associates held 525 shares of iShares MSCI EAFE ETF worth $54.5K as of Q2 2026.
  • Walsh & Associates left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Walsh & Associates's portfolio in Q2 2026, its #113 holding.
  • Walsh & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.