WBH Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

WBH 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
2026 Q1	$2.76M	Sell	27,999 -517	-2%	-$51.7K	0.21%	95
2025 Q4	$2.74M	Sell	28,516 -71	-0.2%	-$6.73K	0.2%	90
2025 Q3	$2.67M	Sell	28,587 -102	-0.4%	-$9.27K	0.2%	86
2025 Q2	$2.56M	Buy	28,689 +336	+1%	+$28.7K	0.22%	82
2025 Q1	$2.32M	Sell	28,353 -780	-3%	-$62.9K	0.22%	80
2024 Q4	$2.2M	Sell	29,133 -1,252	-4%	-$99.2K	0.2%	88
2024 Q3	$2.54M	Buy	30,385 +249	+0.8%	+$20K	0.24%	74
2024 Q2	$2.36M	Buy	30,136 +2	+0%	+$158	0.24%	76
2024 Q1	$2.41M	Sell	30,134 -529	-2%	-$40.5K	0.25%	76
2023 Q4	$2.31M	Sell	30,663 -3,504	-10%	-$248K	0.26%	73
2023 Q3	$2.35M	Sell	34,167 -1,402	-4%	-$100K	0.29%	73
2023 Q2	$2.58M	Sell	35,569 -2,180	-6%	-$158K	0.31%	70
2023 Q1	$2.7M	Buy	+37,749	New	+$2.64M	0.34%	71
2022 Q3	$1.64M	Buy	29,297 +24,543	+516%	+$1.53M	0.24%	96
2022 Q2	$292K	Buy	4,754 +1,840	+63%	+$125K	0.04%	250
2022 Q1	$202K	Buy	+2,914	New	+$218K	0.02%	308
2020 Q1	–	Sell	-2,911	Closed	-$202K	–	221
2019 Q4	$202K	Buy	+2,911	New	+$197K	0.04%	238

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBH Advisory's EFA Position: Q1 2026 in Review

WBH Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q1 2026, selling an estimated $51.7K and leaving 27,999 shares worth $2.76M. The position accounts for 0.21% of the portfolio, ranked #95.

WBH Advisory first reported a position in EFA in Q4 2019 and has held it in 17 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

WBH Advisory held 27,999 shares of iShares MSCI EAFE ETF worth $2.76M as of Q1 2026.
WBH Advisory sold 517 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $51.7K.
iShares MSCI EAFE ETF made up 0.21% of WBH Advisory's portfolio in Q1 2026, its #95 holding.
WBH Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 17 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.