Wealthspire Advisors (New York)’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthspire Advisors (New York)’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	$53.9M	Buy	555,277 +7,701	+1%	+$771K	0.42%	44
2025 Q4	$52.6M	Sell	547,576 -563,890	-51%	-$53.5M	0.42%	47
2025 Q3	$104M	Sell	1,111,466 -25,398	-2%	-$2.31M	0.54%	27
2025 Q2	$102M	Buy	1,136,864 +12,948	+1%	+$1.11M	0.57%	26
2025 Q1	$91.9M	Buy	1,123,916 +563,907	+101%	+$45.5M	0.55%	29
2024 Q4	$42.3M	Buy	560,009 +4,623	+0.8%	+$366K	0.42%	43
2024 Q3	$46.4M	Buy	555,386 +57,423	+12%	+$4.62M	0.47%	43
2024 Q2	$39M	Buy	497,963 +710	+0.1%	+$56.2K	0.5%	35
2024 Q1	$39.7M	Sell	497,253 -32,542	-6%	-$2.49M	0.53%	34
2023 Q4	$39.9M	Buy	529,795 +7,821	+1%	+$553K	0.57%	33
2023 Q3	$36M	Sell	521,974 -6,751	-1%	-$484K	0.59%	31
2023 Q2	$38.3M	Buy	528,725 +1,128	+0.2%	+$81.9K	0.63%	31
2023 Q1	$37.7M	Sell	527,597 -3,688	-0.7%	-$258K	0.65%	30
2022 Q4	$34.9M	Sell	531,285 -32,669	-6%	-$2.05M	0.63%	30
2022 Q3	$31.6M	Sell	563,954 -36,540	-6%	-$2.28M	0.66%	29
2022 Q2	$37.5M	Buy	600,494 +517,272	+622%	+$35.2M	0.78%	27
2022 Q1	$6.13M	Sell	83,222 -32,764	-28%	-$2.45M	0.14%	66
2021 Q4	$9.13M	Sell	115,986 -436,509	-79%	-$34.6M	0.2%	50
2021 Q3	$43.1M	Buy	552,495 +446,690	+422%	+$35.7M	0.89%	20
2021 Q2	$8.35M	Buy	105,805 +20,387	+24%	+$1.62M	0.22%	54
2021 Q1	$6.48M	Buy	85,418 +5,848	+7%	+$440K	0.15%	78
2020 Q4	$5.8M	Buy	79,570 +42,314	+114%	+$2.89M	0.17%	68
2020 Q3	$2.37M	Buy	37,256 +29,059	+355%	+$1.86M	0.14%	69
2020 Q2	$499K	Sell	8,197 -105,397	-93%	-$6.09M	0.03%	155
2020 Q1	$6.07M	Buy	113,594 +97,857	+622%	+$6.21M	0.25%	57
2019 Q4	$1.09M	Buy	15,737 +1,244	+9%	+$84K	0.08%	59
2019 Q3	$945K	Hold	14,493	–	–	0.08%	50
2019 Q2	$953K	Sell	14,493 -789	-5%	-$51.6K	0.08%	34
2019 Q1	$991K	Sell	15,282 -997	-6%	-$62.8K	0.09%	26
2018 Q4	$957K	Buy	+16,279	New	+$1.02M	0.09%	28

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

Wealthspire Advisors (New York)'s EFA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2026, buying an estimated $771K and bringing the position to 555,277 shares worth $53.9M. The position accounts for 0.42% of the portfolio, ranked #44.

Wealthspire Advisors (New York) first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $104M in Q3 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Wealthspire Advisors (New York) held 555,277 shares of iShares MSCI EAFE ETF worth $53.9M as of Q1 2026.
Wealthspire Advisors (New York) bought 7,701 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $771K.
iShares MSCI EAFE ETF made up 0.42% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #44 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI EAFE ETF position peaked at $104M in Q3 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.