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Watts Gwilliam & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Watts Gwilliam & Co’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 		$1.86M Hold
19,870
– – 0.3% 61
2025
Q2 		$1.86M Sell
19,870
-306
-2% -$26.1K 0.3% 61
2025
Q1 		$1.65M Buy
20,176
+46
+0.2% +$3.71K 0.36% 59
2024
Q4 		$1.54M Sell
20,130
-2,074
-9% -$164K 0.32% 63
2024
Q3 		$1.82M Buy
+22,204
New +$1.79M 0.4% 50
2024
Q1 		$1.95M Buy
+24,057
New +$1.84M 0.6% 37

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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watts Gwilliam & Co's EFA Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 19,870 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #61.

Watts Gwilliam & Co first reported a position in EFA in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Watts Gwilliam & Co held 19,870 shares of iShares MSCI EAFE ETF worth $1.86M as of Q3 2025.
  • Watts Gwilliam & Co left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE ETF made up 0.3% of Watts Gwilliam & Co's portfolio in Q3 2025, its #61 holding.
  • Watts Gwilliam & Co first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares MSCI EAFE ETF position peaked at $1.95M in Q1 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.