Wolf Group Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Wolf Group Capital 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 Q1	$1.86M	Sell	22,778 -11,882	-34%	-$958K	0.63%	50
2024 Q4	$2.51M	Hold	34,660	–	–	1.22%	24
2024 Q3	$2.51M	Buy	34,660 +8,829	+34%	+$710K	1.19%	25
2024 Q2	$2.02M	Sell	25,831 -8,829	-25%	-$699K	0.8%	41
2024 Q1	$2.51M	Hold	34,660	–	–	1.19%	25
2023 Q4	$2.51M	Buy	34,660 +2,221	+7%	+$157K	1.19%	25
2023 Q3	$2.24M	Sell	32,439 -2,292	-7%	-$164K	1.06%	26
2023 Q2	$2.49M	Sell	34,731 -1,449	-4%	-$105K	1.24%	24
2023 Q1	$2.59M	Sell	36,180 -3,168	-8%	-$222K	1.29%	24
2022 Q4	$2.58M	Sell	39,348 -18,532	-32%	-$1.16M	1.22%	25
2022 Q3	$3.24M	Sell	57,880 -493	-0.8%	-$30.7K	1.78%	13
2022 Q2	$3.65M	Buy	+58,373	New	+$3.97M	1.9%	12
2022 Q1	–	Sell	-5,283	Closed	-$416K	–	114
2021 Q4	$416K	Buy	+5,283	New	+$418K	0.07%	120
2019 Q3	–	Sell	-3,891	Closed	-$256K	–	78
2019 Q2	$256K	Sell	3,891 -1,145	-23%	-$74.9K	0.18%	72
2019 Q1	$327K	Sell	5,036 -40	-0.8%	-$2.52K	0.22%	68
2018 Q4	$298K	Sell	5,076 -2,548	-33%	-$159K	0.22%	74
2018 Q3	$518K	Sell	7,624 -1,175	-13%	-$79.3K	0.34%	68
2018 Q2	$589K	Sell	8,799 -470	-5%	-$33K	0.38%	64
2018 Q1	$646K	Sell	9,269 -465	-5%	-$33.2K	0.43%	65
2017 Q4	$684K	Buy	9,734 +1,716	+21%	+$119K	0.43%	74
2017 Q3	$557K	Buy	8,018 +4,640	+137%	+$310K	0.39%	78
2017 Q2	$220K	Buy	+3,378	New	+$219K	0.17%	87

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wolf Group Capital Advisors's EFA Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 34% in Q1 2025, selling an estimated $958K and leaving 22,778 shares worth $1.86M. The position accounts for 0.63% of the portfolio, ranked #50.

Wolf Group Capital Advisors first reported a position in EFA in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.65M in Q2 2022. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Wolf Group Capital Advisors held 22,778 shares of iShares MSCI EAFE ETF worth $1.86M as of Q1 2025.
Wolf Group Capital Advisors sold 11,882 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $958K.
iShares MSCI EAFE ETF made up 0.63% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #50 holding.
Wolf Group Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 22 quarters since.
Wolf Group Capital Advisors's iShares MSCI EAFE ETF position peaked at $3.65M in Q2 2022.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.