WCG Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

WCG Wealth 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 Q2	$2.12M	Buy	20,410 +9,188	+82%	+$945K	0.05%	295
2026 Q1	$1.09M	Sell	11,222 -14,586	-57%	-$1.46M	0.03%	366
2025 Q4	$2.48M	Buy	+25,808	New	+$2.45M	0.07%	231
2022 Q3	–	Sell	-3,542	Closed	-$221K	–	291
2022 Q2	$221K	Buy	+3,542	New	+$241K	0.03%	248

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

WCG Wealth Advisors's EFA Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 82% in Q2 2026, buying an estimated $945K and bringing the position to 20,410 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #295.

WCG Wealth Advisors first reported a position in EFA in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

WCG Wealth Advisors held 20,410 shares of iShares MSCI EAFE ETF worth $2.12M as of Q2 2026.
WCG Wealth Advisors bought 9,188 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $945K.
iShares MSCI EAFE ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #295 holding.
WCG Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 4 quarters since.
WCG Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.48M in Q4 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.