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Westshore Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Westshore Wealth’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 		$3.29M Sell
31,682
-571
-2% -$58.7K 1.02% 17
2026
Q1 		$3.13M Buy
32,253
+853
+3% +$85.3K 1.1% 18
2025
Q4 		$3.02M Buy
31,400
+1,800
+6% +$171K 1% 19
2025
Q3 		$2.76M Buy
29,600
+613
+2% +$55.7K 0.94% 19
2025
Q2 		$2.59M Buy
28,987
+1,169
+4% +$99.8K 0.99% 19
2025
Q1 		$2.27M Buy
27,818
+78
+0.3% +$6.29K 0.96% 18
2024
Q4 		$2.1M Buy
27,740
+363
+1% +$28.7K 0.85% 19
2024
Q3 		$2.29M Buy
27,377
+278
+1% +$22.4K 0.94% 18
2024
Q2 		$2.12M Buy
27,099
+301
+1% +$23.8K 0.88% 17
2024
Q1 		$2.14M Buy
26,798
+569
+2% +$43.5K 0.89% 19
2023
Q4 		$1.98M Buy
26,229
+247
+1% +$17.5K 0.91% 18
2023
Q3 		$1.79M Buy
25,982
+314
+1% +$22.5K 0.99% 16
2023
Q2 		$1.86M Buy
25,668
+413
+2% +$30K 0.95% 18
2023
Q1 		$1.81M Hold
25,255
– – 0.95% 15
2022
Q4 		$1.66M Buy
25,255
+1,069
+4% +$67K 0.94% 15
2022
Q3 		$1.35M Sell
24,186
-1,675
-6% -$104K 0.93% 12
2022
Q2 		$1.62M Buy
25,861
+1,355
+6% +$92.2K 1.05% 12
2022
Q1 		$1.8M Hold
24,506
– – 1.21% 12
2021
Q4 		$1.93M Sell
24,506
-675
-3% -$53.5K 1.32% 12
2021
Q3 		$1.96M Hold
25,181
– – 1.59% 9
2021
Q2 		$1.99M Buy
25,181
+335
+1% +$26.6K 1.02% 16
2021
Q1 		$1.89M Buy
+24,846
New +$1.87M 1.08% 16

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

Westshore Wealth's EFA Position: Q2 2026 in Review

Westshore Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, selling an estimated $58.7K and leaving 31,682 shares worth $3.29M. The position accounts for 1.02% of the portfolio, ranked #17.

Westshore Wealth first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Westshore Wealth held 31,682 shares of iShares MSCI EAFE ETF worth $3.29M as of Q2 2026.
  • Westshore Wealth sold 571 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $58.7K.
  • iShares MSCI EAFE ETF made up 1.02% of Westshore Wealth's portfolio in Q2 2026, its #17 holding.
  • Westshore Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.