Windsor Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Windsor Advisory Group’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	$11.1K	Hold	115	–	–	0.01%	80
2025 Q4	$11K	Buy	115 +2	+2%	+$190	0.01%	77
2025 Q3	$10.5K	Sell	113 -150	-57%	-$13.6K	0.01%	79
2025 Q2	$23.5K	Sell	263 -981	-79%	-$83.8K	0.03%	49
2025 Q1	$102K	Hold	1,244	–	–	0.13%	41
2024 Q4	$94K	Buy	1,244 +2	+0.2%	+$158	0.11%	57
2024 Q3	$104K	Hold	1,242	–	–	0.12%	64
2024 Q2	$97.3K	Sell	1,242 -188	-13%	-$14.9K	0.2%	38
2024 Q1	$114K	Buy	1,430 +190	+15%	+$14.5K	0.32%	37
2023 Q4	$93.5K	Sell	1,240 -561	-31%	-$39.6K	0.28%	40
2023 Q3	$124K	Buy	1,801 +53	+3%	+$3.8K	0.3%	44
2023 Q2	$127K	Buy	1,748 +53	+3%	+$3.85K	0.31%	42
2023 Q1	$121K	Hold	1,695	–	–	0.29%	47
2022 Q4	$111K	Buy	+1,695	New	+$106K	0.3%	52

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

Windsor Advisory Group's EFA Position: Q1 2026 in Review

Windsor Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 115 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #80.

Windsor Advisory Group first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $127K in Q2 2023. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Windsor Advisory Group held 115 shares of iShares MSCI EAFE ETF worth $11.1K as of Q1 2026.
Windsor Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.01% of Windsor Advisory Group's portfolio in Q1 2026, its #80 holding.
Windsor Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's iShares MSCI EAFE ETF position peaked at $127K in Q2 2023.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.