Widmann Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Widmann Financial Services’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	$235K	Hold	2,421	–	–	0.14%	109
2025 Q4	$232K	Hold	2,421	–	–	0.14%	106
2025 Q3	$226K	Hold	2,421	–	–	0.14%	104
2025 Q2	$216K	Sell	2,421 -270	-10%	-$23.1K	0.15%	104
2025 Q1	$220K	Hold	2,691	–	–	0.17%	93
2024 Q4	$203K	Sell	2,691 -145	-5%	-$11.5K	0.16%	96
2024 Q3	$237K	Hold	2,836	–	–	0.18%	93
2024 Q2	$222K	Hold	2,836	–	–	0.18%	90
2024 Q1	$226K	Hold	2,836	–	–	0.19%	90
2023 Q4	$214K	Buy	+2,836	New	+$200K	0.19%	88
2023 Q3	–	Sell	-2,836	Closed	-$206K	–	85
2023 Q2	$206K	Hold	2,836	–	–	0.2%	79
2023 Q1	$203K	Buy	+2,836	New	+$198K	0.2%	76
2022 Q1	–	Sell	-2,143	Closed	-$168K	–	184
2021 Q4	$168K	Buy	+2,143	New	+$170K	0.14%	91

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

Widmann Financial Services's EFA Position: Q1 2026 in Review

Widmann Financial Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,421 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #109.

Widmann Financial Services first reported a position in EFA in Q4 2021 and has held it in 13 quarters since. The position peaked at $237K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Widmann Financial Services held 2,421 shares of iShares MSCI EAFE ETF worth $235K as of Q1 2026.
Widmann Financial Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.14% of Widmann Financial Services's portfolio in Q1 2026, its #109 holding.
Widmann Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
Widmann Financial Services's iShares MSCI EAFE ETF position peaked at $237K in Q3 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.