William Mack & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

William Mack & Associates’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	$248K	Buy	2,389 +2	+0.1%	+$206	0.09%	95
2026 Q1	$232K	Sell	2,387 -30	-1%	-$3K	0.13%	65
2025 Q4	$232K	Sell	2,417 -61	-2%	-$5.79K	0.11%	76
2025 Q3	$231K	Hold	2,478	–	–	0.12%	75
2025 Q2	$222K	Buy	2,478 +4	+0.2%	+$342	0.14%	76
2025 Q1	$202K	Buy	+2,474	New	+$199K	0.17%	70

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

William Mack & Associates's EFA Position: Q2 2026 in Review

William Mack & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 0.08% in Q2 2026, buying an estimated $206 and bringing the position to 2,389 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #95.

William Mack & Associates first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

William Mack & Associates held 2,389 shares of iShares MSCI EAFE ETF worth $248K as of Q2 2026.
William Mack & Associates bought 2 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $206.
iShares MSCI EAFE ETF made up 0.09% of William Mack & Associates's portfolio in Q2 2026, its #95 holding.
William Mack & Associates first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.