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Waterford Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Waterford 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 		$823K Sell
8,746
-400
-4% -$40K 0.26% 30
2025
Q4 		$878K Sell
9,146
-100
-1% -$9.48K 0.34% 24
2025
Q3 		$863K Buy
9,246
+6,468
+233% +$588K 0.3% 27
2025
Q2 		$827K Sell
2,778
-6,468
-70% -$552K 0.31% 30
2025
Q1 		$756K Buy
9,246
+1,509
+20% +$122K 0.31% 27
2024
Q4 		$585K Buy
7,737
+145
+2% +$11.5K 0.3% 25
2024
Q3 		$635K Sell
7,592
-868
-10% -$69.8K 0.32% 26
2024
Q2 		$663K Hold
8,460
– – 0.28% 29
2024
Q1 		$676K Sell
8,460
-200
-2% -$15.3K 0.29% 28
2023
Q4 		$653K Sell
8,660
-70
-0.8% -$4.95K 0.31% 26
2023
Q3 		$602K Sell
8,730
-138
-2% -$9.89K 0.34% 26
2023
Q2 		$643K Hold
8,868
– – 0.31% 30
2023
Q1 		$634K Hold
8,868
– – 0.34% 26
2022
Q4 		$582K Buy
+8,868
New +$556K 0.34% 27

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

Waterford Advisors's EFA Position: Q1 2026 in Review

Waterford Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q1 2026, selling an estimated $40K and leaving 8,746 shares worth $823K. The position accounts for 0.26% of the portfolio, ranked #30.

Waterford Advisors first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $878K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Waterford Advisors held 8,746 shares of iShares MSCI EAFE ETF worth $823K as of Q1 2026.
  • Waterford Advisors sold 400 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $40K.
  • iShares MSCI EAFE ETF made up 0.26% of Waterford Advisors's portfolio in Q1 2026, its #30 holding.
  • Waterford Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Waterford Advisors's iShares MSCI EAFE ETF position peaked at $878K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.