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

Winthrop 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 Q2	$303K	Buy	2,921 +7	+0.2%	+$720	0.02%	170
2026 Q1	$283K	Buy	2,914 +30	+1%	+$3K	0.02%	148
2025 Q4	$277K	Buy	2,884 +522	+22%	+$49.5K	0.02%	149
2025 Q3	$221K	Buy	+2,362	New	+$215K	0.02%	173
2020 Q4	–	Sell	-4,662	Closed	-$298K	–	133
2020 Q3	$298K	Sell	4,662 -12,944	-74%	-$828K	0.09%	84
2020 Q2	$1.08M	Sell	17,606 -2,395	-12%	-$138K	0.38%	30
2020 Q1	$1.07M	Sell	20,001 -47,496	-70%	-$3.01M	0.43%	28
2019 Q4	$4.69M	Buy	67,497 +12,906	+24%	+$872K	1.69%	13
2019 Q3	$3.56M	Sell	54,591 -985	-2%	-$63.5K	1.41%	13
2019 Q2	$3.65M	Sell	55,576 -446	-0.8%	-$29.2K	1.53%	14
2019 Q1	$3.67M	Sell	56,022 -1,501	-3%	-$94.6K	1.61%	13
2018 Q4	$3.38M	Sell	57,523 -61,436	-52%	-$3.84M	1.72%	12
2018 Q3	$8.09M	Sell	118,959 -44,318	-27%	-$2.99M	4.55%	8
2018 Q2	$10.9M	Sell	163,277 -34,616	-17%	-$2.43M	7.16%	5
2018 Q1	$14M	Sell	197,893 -4,686	-2%	-$334K	9.84%	2
2017 Q4	$14.6M	Buy	+202,579	New	+$14.1M	10.4%	2

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

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Winthrop Advisory Group's EFA Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.24% in Q2 2026, buying an estimated $720 and bringing the position to 2,921 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #170.

Winthrop Advisory Group first reported a position in EFA in Q4 2017 and has held it in 16 quarters since. The position peaked at $14.6M in Q4 2017. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Winthrop Advisory Group held 2,921 shares of iShares MSCI EAFE ETF worth $303K as of Q2 2026.
Winthrop Advisory Group bought 7 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $720.
iShares MSCI EAFE ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #170 holding.
Winthrop Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 16 quarters since.
Winthrop Advisory Group's iShares MSCI EAFE ETF position peaked at $14.6M in Q4 2017.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.