Watershed Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Watershed Private Wealth’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	$333K	Hold	3,205	–	–	0.09%	101
2026 Q1	$311K	Sell	3,205 -17	-0.5%	-$1.7K	0.1%	96
2025 Q4	$309K	Hold	3,222	–	–	0.09%	100
2025 Q3	$301K	Sell	3,222 -1	-0%	-$91	0.1%	92
2025 Q2	$288K	Sell	3,223 -201	-6%	-$17.2K	0.1%	89
2025 Q1	$280K	Sell	3,424 -11	-0.3%	-$887	0.11%	97
2024 Q4	$260K	Sell	3,435 -139	-4%	-$11K	0.1%	97
2024 Q3	$299K	Sell	3,574 -2,531	-41%	-$204K	0.12%	86
2024 Q2	$478K	Sell	6,105 -243	-4%	-$19.2K	0.2%	74
2024 Q1	$507K	Sell	6,348 -61,395	-91%	-$4.7M	0.22%	74
2023 Q4	$5.1M	Buy	67,743 +50	+0.1%	+$3.53K	2.82%	5
2023 Q3	$4.67M	Sell	67,693 -881	-1%	-$63.1K	2.88%	5
2023 Q2	$4.97M	Sell	68,574 -5,775	-8%	-$419K	3.01%	6
2023 Q1	$5.32M	Sell	74,349 -1,165	-2%	-$81.5K	3.59%	4
2022 Q4	$4.96M	Buy	+75,514	New	+$4.73M	3.76%	4

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Watershed Private Wealth's EFA Position: Q2 2026 in Review

Watershed Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,205 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #101.

Watershed Private Wealth first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.32M in Q1 2023. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Watershed Private Wealth held 3,205 shares of iShares MSCI EAFE ETF worth $333K as of Q2 2026.
Watershed Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.09% of Watershed Private Wealth's portfolio in Q2 2026, its #101 holding.
Watershed Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's iShares MSCI EAFE ETF position peaked at $5.32M in Q1 2023.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.