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WealthBridge Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

WealthBridge Investment Counsel’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
2025
Q4 		– Sell
-129,975
Closed -$12.1M – 45
2025
Q3 		$12.1M Hold
129,975
– – 3.74% 7
2025
Q2 		$11.6M Sell
129,975
-1,000
-0.8% -$85.4K 3.77% 7
2025
Q1 		$10.7M Hold
130,975
– – 3.9% 5
2024
Q4 		$9.9M Sell
130,975
-500
-0.4% -$39.6K 3.63% 9
2024
Q3 		$11M Sell
131,475
-1,100
-0.8% -$88.5K 3.9% 4
2024
Q2 		$10.4M Sell
132,575
-5,350
-4% -$424K 3.97% 7
2024
Q1 		$11M Sell
137,925
-1,790
-1% -$137K 4.09% 5
2023
Q4 		$10.5M Sell
139,715
-3,775
-3% -$267K 4.21% 2
2023
Q3 		$9.89M Sell
143,490
-5,600
-4% -$401K 4.31% 2
2023
Q2 		$10.8M Sell
149,090
-2,750
-2% -$200K 4.55% 3
2023
Q1 		$10.9M Sell
151,840
-2,890
-2% -$202K 4.81% 1
2022
Q4 		$10.2M Sell
154,730
-6,515
-4% -$408K 4.44% 2
2022
Q3 		$9.03M Sell
161,245
-2,965
-2% -$185K 4.75% 2
2022
Q2 		$10.3M Sell
164,210
-3,845
-2% -$262K 5.2% 2
2022
Q1 		$12.4M Sell
168,055
-13,170
-7% -$985K 5.46% 2
2021
Q4 		$14.3M Buy
181,225
+6,120
+3% +$485K 6.05% 2
2021
Q3 		$13.7M Buy
175,105
+1,200
+0.7% +$96K 6.14% 2
2021
Q2 		$13.7M Buy
173,905
+9,300
+6% +$739K 6.07% 2
2021
Q1 		$12.5M Sell
164,605
-395
-0.2% -$29.7K 6.11% 2
2020
Q4 		$12M Sell
165,000
-550
-0.3% -$37.6K 6.3% 2
2020
Q3 		$10.5M Buy
165,550
+22,783
+16% +$1.46M 6.42% 2
2020
Q2 		$8.69M Buy
142,767
+25,775
+22% +$1.49M 5.77% 3
2020
Q1 		$6.25M Sell
116,992
-26,667
-19% -$1.69M 5.31% 4
2019
Q4 		$9.98M Buy
+143,659
New +$9.7M 5.65% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Investment Counsel's EFA Position: Q4 2025 in Review

WealthBridge Investment Counsel sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 129,975 shares — an estimated $12.1M sold.

WealthBridge Investment Counsel first reported a position in EFA in Q4 2019 and held it in 24 quarters. The position peaked at $14.3M in Q4 2021. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • WealthBridge Investment Counsel reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • WealthBridge Investment Counsel sold 129,975 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $12.1M.
  • WealthBridge Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 24 quarters.
  • WealthBridge Investment Counsel's iShares MSCI EAFE ETF position peaked at $14.3M in Q4 2021.
  • 2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on WealthBridge Investment Counsel's 13F filing for Q4 2025, filed 22 Jan 2026.