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Wealth Dimensions Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Dimensions Group’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 		$487K Hold
4,691
– – 0.09% 109
2026
Q1 		$456K Hold
4,691
– – 0.09% 112
2025
Q4 		$450K Sell
4,691
-1,022
-18% -$96.9K 0.09% 107
2025
Q3 		$533K Buy
5,713
+164
+3% +$14.9K 0.11% 101
2025
Q2 		$496K Buy
5,549
+1
+0% +$85 0.11% 103
2025
Q1 		$453K Hold
5,548
– – 0.11% 103
2024
Q4 		$420K Buy
5,548
+889
+19% +$70.4K 0.1% 102
2024
Q3 		$390K Sell
4,659
-227
-5% -$18.3K 0.1% 103
2024
Q2 		$383K Buy
4,886
+1
+0% +$79 0.11% 99
2024
Q1 		$390K Hold
4,885
– – 0.12% 95
2023
Q4 		$368K Sell
4,885
-110
-2% -$7.78K 0.12% 98
2023
Q3 		$344K Sell
4,995
-1,698
-25% -$122K 0.12% 98
2023
Q2 		$485K Buy
6,693
+1
+0% +$73 0.18% 79
2023
Q1 		$479K Sell
6,692
-395
-6% -$27.6K 0.19% 74
2022
Q4 		$465K Buy
7,087
+273
+4% +$17.1K 0.19% 76
2022
Q3 		$382K Hold
6,814
– – 0.19% 80
2022
Q2 		$426K Sell
6,814
-85
-1% -$5.79K 0.2% 74
2022
Q1 		$508K Hold
6,899
– – 0.24% 70
2021
Q4 		$543K Buy
6,899
+32
+0.5% +$2.53K 0.27% 66
2021
Q3 		$536K Hold
6,867
– – 0.34% 59
2021
Q2 		$542K Buy
6,867
+1
+0% +$79 0.37% 55
2021
Q1 		$521K Buy
6,866
+2,481
+57% +$187K 0.4% 53
2020
Q4 		$320K Buy
+4,385
New +$300K 0.28% 76

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 Dimensions Group's EFA Position: Q2 2026 in Review

Wealth Dimensions Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,691 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #109.

Wealth Dimensions Group first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $543K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wealth Dimensions Group held 4,691 shares of iShares MSCI EAFE ETF worth $487K as of Q2 2026.
  • Wealth Dimensions Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #109 holding.
  • Wealth Dimensions Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares MSCI EAFE ETF position peaked at $543K in Q4 2021.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.