Wellspring Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wellspring Financial 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 Q2	$3.45M	Buy	33,175 +18,924	+133%	+$1.95M	0.23%	44
2026 Q1	$1.38M	Buy	14,251 +2,796	+24%	+$280K	0.1%	79
2025 Q4	$1.1M	Buy	+11,455	New	+$1.09M	0.09%	79
2025 Q3	–	Sell	-2,481	Closed	-$222K	–	186
2025 Q2	$222K	Buy	+2,481	New	+$212K	0.02%	148

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wellspring Financial Advisors's EFA Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 133% in Q2 2026, buying an estimated $1.95M and bringing the position to 33,175 shares worth $3.45M. The position accounts for 0.23% of the portfolio, ranked #44.

Wellspring Financial Advisors first reported a position in EFA in Q2 2025 and has held it in 4 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Wellspring Financial Advisors held 33,175 shares of iShares MSCI EAFE ETF worth $3.45M as of Q2 2026.
Wellspring Financial Advisors bought 18,924 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.95M.
iShares MSCI EAFE ETF made up 0.23% of Wellspring Financial Advisors's portfolio in Q2 2026, its #44 holding.
Wellspring Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.