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Wealth Advisory Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Advisory Solutions’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 		$19.3M Buy
198,969
+48,499
+32% +$4.85M 4.31% 5
2025
Q4 		$14.4M Buy
150,470
+432
+0.3% +$41K 3.37% 7
2025
Q3 		$14M Buy
150,038
+393
+0.3% +$35.7K 3.39% 5
2025
Q2 		$13.4M Buy
149,645
+104,950
+235% +$8.96M 3.39% 5
2025
Q1 		$3.65M Buy
44,695
+3,421
+8% +$276K 0.97% 31
2024
Q4 		$3.12M Buy
41,274
+223
+0.5% +$17.7K 0.87% 35
2024
Q3 		$3.43M Sell
41,051
-2,171
-5% -$175K 0.95% 31
2024
Q2 		$3.39M Sell
43,222
-98
-0.2% -$7.76K 0.92% 33
2024
Q1 		$3.46M Buy
43,320
+4,647
+12% +$355K 0.9% 35
2023
Q4 		$2.91M Sell
38,673
-39,011
-50% -$2.76M 1.02% 30
2023
Q3 		$5.6M Buy
77,684
+38,688
+99% +$2.77M 1.1% 27
2023
Q2 		$2.83M Buy
38,996
+459
+1% +$33.3K 0.75% 41
2023
Q1 		$2.76M Buy
38,537
+11,149
+41% +$780K 0.73% 41
2022
Q4 		$1.8M Sell
27,388
-53,264
-66% -$3.34M 0.48% 56
2022
Q3 		$4.52M Sell
80,652
-5,985
-7% -$373K 1.25% 19
2022
Q2 		$5.41M Sell
86,637
-2,104
-2% -$143K 1.33% 19
2022
Q1 		$6.53M Buy
+88,741
New +$6.64M 1.36% 20
2021
Q3 		$8.41M Buy
107,837
+8,334
+8% +$667K 1.87% 10
2021
Q2 		$7.85M Sell
99,503
-74,248
-43% -$5.9M 1.86% 10
2021
Q1 		$5.82M Buy
173,751
+56,447
+48% +$4.25M 4.34% 5
2020
Q4 		$8.56M Buy
117,304
+258
+0.2% +$17.6K 2.32% 6
2020
Q3 		$7.45M Sell
117,046
-1,079
-0.9% -$69K 1.98% 9
2020
Q2 		$7.19M Sell
118,125
-3,859
-3% -$223K 2% 7
2020
Q1 		$6.52M Buy
121,984
+34,058
+39% +$2.16M 2.21% 7
2019
Q4 		$6.11M Buy
+87,926
New +$5.94M 1.61% 13

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

Wealth Advisory Solutions's EFA Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 32% in Q1 2026, buying an estimated $4.85M and bringing the position to 198,969 shares worth $19.3M. The position accounts for 4.31% of the portfolio, ranked #5.

Wealth Advisory Solutions first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Wealth Advisory Solutions held 198,969 shares of iShares MSCI EAFE ETF worth $19.3M as of Q1 2026.
  • Wealth Advisory Solutions bought 48,499 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.85M.
  • iShares MSCI EAFE ETF made up 4.31% of Wealth Advisory Solutions's portfolio in Q1 2026, its #5 holding.
  • Wealth Advisory Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.