WHI Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

WHI Trust’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	$199K	Sell	1,920 -3,500	-65%	-$360K	0.13%	16
2026 Q1	$526K	Hold	5,420	–	–	0.4%	14
2025 Q4	$520K	Buy	+5,420	New	+$514K	0.4%	14

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

WHI Trust's EFA Position: Q2 2026 in Review

WHI Trust reduced its iShares MSCI EAFE ETF (EFA) stake by 65% in Q2 2026, selling an estimated $360K and leaving 1,920 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #16.

WHI Trust first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q1 2026. 2,260 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

WHI Trust held 1,920 shares of iShares MSCI EAFE ETF worth $199K as of Q2 2026.
WHI Trust sold 3,500 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $360K.
iShares MSCI EAFE ETF made up 0.13% of WHI Trust's portfolio in Q2 2026, its #16 holding.
WHI Trust first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
WHI Trust's iShares MSCI EAFE ETF position peaked at $526K in Q1 2026.
2,260 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.