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

Wealth Preservation 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 Q1	$410K	Sell	4,223 -4,870	-54%	-$487K	0.34%	37
2025 Q4	$873K	Buy	9,093 +24	+0.3%	+$2.28K	0.44%	23
2025 Q3	$847K	Buy	9,069 +2,092	+30%	+$190K	0.49%	23
2025 Q2	$624K	Buy	6,977 +24	+0.3%	+$2.05K	0.38%	32
2025 Q1	$568K	Buy	+6,953	New	+$560K	0.41%	34

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

Wealth Preservation Advisors's EFA Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 54% in Q1 2026, selling an estimated $487K and leaving 4,223 shares worth $410K. The position accounts for 0.34% of the portfolio, ranked #37.

Wealth Preservation Advisors first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $873K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Wealth Preservation Advisors held 4,223 shares of iShares MSCI EAFE ETF worth $410K as of Q1 2026.
Wealth Preservation Advisors sold 4,870 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $487K.
iShares MSCI EAFE ETF made up 0.34% of Wealth Preservation Advisors's portfolio in Q1 2026, its #37 holding.
Wealth Preservation Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's iShares MSCI EAFE ETF position peaked at $873K in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.