WFA
EFA icon

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

WestHill 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 		$525K Sell
5,054
-490
-9% -$50.4K 0.09% 49
2026
Q1 		$538K Sell
5,544
-78
-1% -$7.8K 0.1% 43
2025
Q4 		$540K Buy
5,622
+16
+0.3% +$1.52K 0.1% 44
2025
Q3 		$523K Sell
5,606
-235
-4% -$21.4K 0.1% 40
2025
Q2 		$522K Sell
5,841
-76
-1% -$6.49K 0.11% 41
2025
Q1 		$484K Buy
5,917
+234
+4% +$18.9K 0.11% 43
2024
Q4 		$430K Buy
5,683
+12
+0.2% +$950 0.1% 47
2024
Q3 		$474K Hold
5,671
– – 0.11% 45
2024
Q2 		$444K Sell
5,671
-561
-9% -$44.4K 0.11% 42
2024
Q1 		$498K Sell
6,232
-172
-3% -$13.2K 0.12% 39
2023
Q4 		$483K Sell
6,404
-106
-2% -$7.49K 0.13% 37
2023
Q3 		$449K Sell
6,510
-267
-4% -$19.1K 0.13% 37
2023
Q2 		$491K Sell
6,777
-29
-0.4% -$2.11K 0.14% 33
2023
Q1 		$487K Buy
6,806
+74
+1% +$5.18K 0.15% 34
2022
Q4 		$442K Buy
6,732
+3
+0% +$188 0.14% 38
2022
Q3 		$377K Sell
6,729
-241
-3% -$15K 0.13% 38
2022
Q2 		$436K Buy
6,970
+17
+0.2% +$1.16K 0.14% 38
2022
Q1 		$512K Sell
6,953
-1,419
-17% -$106K 0.15% 37
2021
Q4 		$659K Buy
8,372
+90
+1% +$7.13K 0.19% 32
2021
Q3 		$646K Buy
+8,282
New +$663K 0.2% 31
2021
Q1 		$646K Sell
8,511
-1,272
-13% -$95.8K 0.23% 28
2020
Q4 		$714K Buy
+9,783
New +$669K 0.28% 25

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

WestHill Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 8.8% in Q2 2026, selling an estimated $50.4K and leaving 5,054 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #49.

WestHill Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $714K in Q4 2020. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • WestHill Financial Advisors held 5,054 shares of iShares MSCI EAFE ETF worth $525K as of Q2 2026.
  • WestHill Financial Advisors sold 490 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $50.4K.
  • iShares MSCI EAFE ETF made up 0.09% of WestHill Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • WestHill Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's iShares MSCI EAFE ETF position peaked at $714K in Q4 2020.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.