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Wealth Alliance’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Alliance’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 		$518K Buy
+4,983
New +$513K 0.04% 311
2026
Q1 		– Sell
-2,709
Closed -$260K – 560
2025
Q4 		$260K Sell
2,709
-184
-6% -$17.5K 0.03% 471
2025
Q3 		$270K Buy
+2,893
New +$263K 0.03% 451
2025
Q1 		– Sell
-47,525
Closed -$3.59M – 521
2024
Q4 		$3.59M Buy
+47,525
New +$3.76M 0.43% 38
2024
Q3 		– Sell
-12,060
Closed -$945K – 531
2024
Q2 		$945K Sell
12,060
-5,618
-32% -$445K 0.12% 161
2024
Q1 		$1.41M Buy
17,678
+5,396
+44% +$413K 0.19% 119
2023
Q4 		$925K Buy
+12,282
New +$868K 0.13% 160
2023
Q3 		– Sell
-10,911
Closed -$791K – 502
2023
Q2 		$791K Buy
+10,911
New +$792K 0.12% 176
2023
Q1 		– Sell
-28,776
Closed -$1.89M – 516
2022
Q4 		$1.89M Sell
28,776
-65,541
-69% -$4.11M 0.34% 60
2022
Q3 		$5.28M Sell
94,317
-1,557
-2% -$97K 1.04% 14
2022
Q2 		$5.99M Buy
95,874
+63,625
+197% +$4.33M 1.15% 10
2022
Q1 		$2.37M Buy
32,249
+1,581
+5% +$118K 0.49% 33
2021
Q4 		$2.41M Buy
30,668
+18,369
+149% +$1.45M 0.49% 38
2021
Q3 		$960K Buy
12,299
+4,276
+53% +$342K 0.22% 103
2021
Q2 		$633K Buy
+8,023
New +$637K 0.15% 157
2021
Q1 		– Sell
-10,538
Closed -$769K – 393
2020
Q4 		$769K Sell
10,538
-3,599
-25% -$246K 0.23% 116
2020
Q3 		$900K Sell
14,137
-4,546
-24% -$291K 0.32% 77
2020
Q2 		$1.14M Sell
18,683
-62,051
-77% -$3.59M 0.45% 53
2020
Q1 		$4.32M Buy
+80,734
New +$5.12M 2.33% 5

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Wealth Alliance's EFA Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 4,983 shares worth $518K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in EFA as recently as Q4 2025.

Wealth Alliance first reported a position in EFA in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.99M in Q2 2022. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wealth Alliance held 4,983 shares of iShares MSCI EAFE ETF worth $518K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Wealth Alliance position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #311 holding.
  • Wealth Alliance first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 19 quarters since.
  • Wealth Alliance's iShares MSCI EAFE ETF position peaked at $5.99M in Q2 2022.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.