Winch Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Winch Advisory 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 Q2	$23.7K	Hold	228	–	–	﹤0.01%	246
2026 Q1	$22.1K	Hold	228	–	–	0.01%	238
2025 Q4	$21.9K	Hold	228	–	–	﹤0.01%	238
2025 Q3	$21.3K	Hold	228	–	–	﹤0.01%	239
2025 Q2	$20.4K	Hold	228	–	–	0.01%	234
2025 Q1	$18.6K	Hold	228	–	–	﹤0.01%	230
2024 Q4	$17.2K	Buy	+228	New	+$18.1K	﹤0.01%	237
2015 Q2	–	Sell	-151	Closed	-$10K	–	304
2015 Q1	$10K	Buy	+151	New	+$9.51K	0.01%	151
2014 Q3	–	Sell	-564	Closed	-$39K	–	242
2014 Q2	$39K	Hold	564	–	–	0.02%	94
2014 Q1	$38K	Buy	+564	New	+$37.3K	0.02%	110

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

Winch Advisory Services's EFA Position: Q2 2026 in Review

Winch Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 228 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Winch Advisory Services first reported a position in EFA in Q1 2014 and has held it in 10 quarters since. The position peaked at $39K in Q2 2014. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Winch Advisory Services held 228 shares of iShares MSCI EAFE ETF worth $23.7K as of Q2 2026.
Winch Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #246 holding.
Winch Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 10 quarters since.
Winch Advisory Services's iShares MSCI EAFE ETF position peaked at $39K in Q2 2014.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.