Wealthstream Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthstream 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
2025 Q3	$380K	Hold	4,068	–	–	0.06%	109
2025 Q2	$364K	Hold	4,068	–	–	0.06%	109
2025 Q1	$333K	Hold	4,068	–	–	0.06%	103
2024 Q4	$308K	Hold	4,068	–	–	0.06%	110
2024 Q3	$340K	Hold	4,068	–	–	0.06%	95
2024 Q2	$319K	Hold	4,068	–	–	0.12%	90
2024 Q1	$325K	Hold	4,068	–	–	0.12%	95
2023 Q4	$307K	Buy	4,068 +50	+1%	+$3.53K	0.13%	101
2023 Q3	$277K	Hold	4,018	–	–	0.14%	80
2023 Q2	$291K	Buy	4,018 +562	+16%	+$40.8K	0.15%	73
2023 Q1	$247K	Hold	3,456	–	–	0.15%	67
2022 Q4	$227K	Buy	+3,456	New	+$217K	0.15%	64
2022 Q3	–	Sell	-3,442	Closed	-$215K	–	70
2022 Q2	$215K	Buy	3,442 +80	+2%	+$5.45K	0.22%	62
2022 Q1	$247K	Buy	3,362 +7	+0.2%	+$524	0.22%	58
2021 Q4	$264K	Buy	+3,355	New	+$266K	0.23%	54

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthstream Advisors's EFA Position: Q3 2025 in Review

Wealthstream Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 4,068 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #109.

Wealthstream Advisors first reported a position in EFA in Q4 2021 and has held it in 15 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Wealthstream Advisors held 4,068 shares of iShares MSCI EAFE ETF worth $380K as of Q3 2025.
Wealthstream Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #109 holding.
Wealthstream Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.