WMG Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

WMG Financial Advisors’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
2025 Q4	–	Sell	-6,771	Closed	-$632K	–	126
2025 Q3	$632K	Sell	6,771 -645	-9%	-$58.6K	0.21%	73
2025 Q2	$663K	Sell	7,416 -134	-2%	-$11.4K	0.25%	62
2025 Q1	$617K	Sell	7,550 -275	-4%	-$22.2K	0.26%	60
2024 Q4	$592K	Hold	7,825	–	–	0.25%	61
2024 Q3	$654K	Sell	7,825 -2,481	-24%	-$200K	0.3%	51
2024 Q2	$807K	Sell	10,306 -4,931	-32%	-$391K	0.43%	43
2024 Q1	$1.22M	Sell	15,237 -803	-5%	-$61.4K	0.7%	30
2023 Q4	$1.21M	Sell	16,040 -1,900	-11%	-$134K	0.79%	26
2023 Q3	$1.24M	Buy	17,940 +8,519	+90%	+$610K	1.05%	18
2023 Q2	$683K	Buy	+9,421	New	+$684K	0.5%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMG Financial Advisors's EFA Position: Q4 2025 in Review

WMG Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 6,771 shares — an estimated $632K sold.

WMG Financial Advisors first reported a position in EFA in Q2 2023 and held it in 10 quarters. The position peaked at $1.24M in Q3 2023. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

WMG Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 6,771 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $632K.
WMG Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 10 quarters.
WMG Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.24M in Q3 2023.
2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.