WFA of San Diego’s iShares MSCI EAFE ETF EFA Stock Holding History

WFA of San Diego’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 Q1	$52K	Hold	535	–	–	0.04%	182
2025 Q4	$51.4K	Hold	535	–	–	0.04%	193
2025 Q3	$50K	Hold	535	–	–	0.03%	199
2025 Q2	$47.8K	Buy	+535	New	+$45.7K	0.04%	205
2024 Q3	$57.3K	Hold	685	–	–	0.05%	174
2024 Q2	$53.7K	Buy	+685	New	+$54.3K	0.05%	173
2023 Q3	$47.2K	Hold	685	–	–	0.05%	174
2023 Q2	$49.7K	Buy	+685	New	+$49.7K	0.05%	170
2023 Q1	–	Sell	-685	Closed	-$45K	–	159
2022 Q4	$45K	Buy	+685	New	+$42.9K	0.03%	201
2022 Q3	–	Sell	-685	Closed	-$43K	–	167
2022 Q2	$43K	Buy	+685	New	+$46.6K	0.04%	169
2020 Q3	–	Sell	-12,191	Closed	-$851K	–	115
2020 Q2	$851K	Buy	+12,191	New	+$705K	0.2%	111

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA of San Diego's EFA Position: Q1 2026 in Review

WFA of San Diego held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 535 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #182.

WFA of San Diego first reported a position in EFA in Q2 2020 and has held it in 11 quarters since. The position peaked at $851K in Q2 2020. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

WFA of San Diego held 535 shares of iShares MSCI EAFE ETF worth $52K as of Q1 2026.
WFA of San Diego left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.04% of WFA of San Diego's portfolio in Q1 2026, its #182 holding.
WFA of San Diego first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's iShares MSCI EAFE ETF position peaked at $851K in Q2 2020.
2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.