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

West 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
2025 Q3	–	Sell	-126	Closed	-$11.3K	–	203
2025 Q2	$11.3K	Hold	126	–	–	﹤0.01%	148
2025 Q1	$10.3K	Sell	126 -744	-86%	-$60K	﹤0.01%	151
2024 Q4	$65.8K	Buy	870 +509	+141%	+$40.3K	0.01%	89
2024 Q3	$30.2K	Sell	361 -121	-25%	-$9.74K	0.01%	112
2024 Q2	$37.8K	Sell	482 -86	-15%	-$6.81K	0.01%	86
2024 Q1	$45.4K	Sell	568 -81	-12%	-$6.2K	0.01%	84
2023 Q4	$48.9K	Sell	649 -36	-5%	-$2.54K	0.01%	84
2023 Q3	$47.2K	Hold	685	–	–	0.01%	81
2023 Q2	$49.7K	Hold	685	–	–	0.01%	79
2023 Q1	$49K	Hold	685	–	–	0.01%	79
2022 Q4	$45K	Sell	685 -3,800	-85%	-$238K	0.01%	79
2022 Q3	$251K	Hold	4,485	–	–	0.08%	47
2022 Q2	$280K	Hold	4,485	–	–	0.08%	45
2022 Q1	$330K	Hold	4,485	–	–	0.09%	45
2021 Q4	$353K	Hold	4,485	–	–	0.09%	45
2021 Q3	$350K	Hold	4,485	–	–	0.1%	43
2021 Q2	$354K	Hold	4,485	–	–	0.11%	39
2021 Q1	$340K	Hold	4,485	–	–	0.11%	41
2020 Q4	$327K	Buy	+4,485	New	+$307K	0.12%	39

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

West Financial Advisors's EFA Position: Q3 2025 in Review

West Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 126 shares — an estimated $11.3K sold.

West Financial Advisors first reported a position in EFA in Q4 2020 and held it in 19 quarters. The position peaked at $354K in Q2 2021. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

West Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
West Financial Advisors sold 126 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $11.3K.
West Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 19 quarters.
West Financial Advisors's iShares MSCI EAFE ETF position peaked at $354K in Q2 2021.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.