Westmount Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Westmount Partners’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	$2.61M	Buy	25,091 +34	+0.1%	+$3.5K	0.57%	37
2026 Q1	$2.43M	Sell	25,057 -6	-0%	-$600	0.6%	39
2025 Q4	$2.41M	Sell	25,063 -437	-2%	-$41.4K	0.6%	34
2025 Q3	$2.4M	Buy	25,500 +292	+1%	+$26.5K	0.62%	35
2025 Q2	$2.25M	Sell	25,208 -297	-1%	-$25.4K	0.62%	37
2025 Q1	$2.08M	Buy	25,505 +186	+0.7%	+$15K	0.64%	38
2024 Q4	$1.91M	Buy	25,319 +420	+2%	+$33.3K	0.58%	38
2024 Q3	$2.08M	Sell	24,899 -326	-1%	-$26.2K	0.63%	35
2024 Q2	$1.98M	Buy	25,225 +717	+3%	+$56.8K	0.65%	34
2024 Q1	$1.96M	Sell	24,508 -111	-0.5%	-$8.49K	0.7%	33
2023 Q4	$1.86M	Buy	24,619 +890	+4%	+$62.9K	0.76%	29
2023 Q3	$1.64M	Buy	23,729 +1,063	+5%	+$76.1K	0.72%	31
2023 Q2	$1.64M	Buy	22,666 +250	+1%	+$18.2K	0.72%	30
2023 Q1	$1.6M	Buy	22,416 +858	+4%	+$60K	0.74%	28
2022 Q4	$1.42M	Buy	+21,558	New	+$1.35M	0.74%	29

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

Westmount Partners's EFA Position: Q2 2026 in Review

Westmount Partners increased its iShares MSCI EAFE ETF (EFA) stake by 0.14% in Q2 2026, buying an estimated $3.5K and bringing the position to 25,091 shares worth $2.61M. The position accounts for 0.57% of the portfolio, ranked #37.

Westmount Partners first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Westmount Partners held 25,091 shares of iShares MSCI EAFE ETF worth $2.61M as of Q2 2026.
Westmount Partners bought 34 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.5K.
iShares MSCI EAFE ETF made up 0.57% of Westmount Partners's portfolio in Q2 2026, its #37 holding.
Westmount Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.