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World Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

World Investment 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
2026
Q1 		$6.19M Sell
63,733
-984
-2% -$98.5K 0.1% 224
2025
Q4 		$6.21M Buy
64,717
+3,138
+5% +$298K 0.1% 226
2025
Q3 		$5.75M Buy
61,579
+985
+2% +$89.5K 0.12% 190
2025
Q2 		$5.42M Buy
60,594
+916
+2% +$78.2K 0.12% 187
2025
Q1 		$4.88M Buy
59,678
+521
+0.9% +$42K 0.13% 191
2024
Q4 		$4.47M Buy
59,157
+46,031
+351% +$3.65M 0.12% 186
2024
Q3 		$1.1M Buy
13,126
+2,406
+22% +$194K 0.03% 403
2024
Q2 		$840K Buy
10,720
+2,467
+30% +$195K 0.05% 305
2024
Q1 		$788K Sell
8,253
-3,164
-28% -$242K 0.11% 167
2023
Q4 		$860K Buy
+11,417
New +$807K 0.11% 159
2020
Q2 		– Sell
-28,533
Closed -$1.52M – 168
2020
Q1 		$1.52M Sell
28,533
-1,125
-4% -$71.4K 0.71% 30
2019
Q4 		$2.06M Sell
29,658
-4,679
-14% -$316K 0.8% 24
2019
Q3 		$2.24M Sell
34,337
-4,273
-11% -$275K 0.96% 19
2019
Q2 		$2.46M Sell
38,610
-1,410
-4% -$92.3K 1.08% 16
2019
Q1 		$2.6M Buy
40,020
+355
+0.9% +$22.4K 1.18% 18
2018
Q4 		$2.49M Buy
+39,665
New +$2.48M 1.12% 20

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

World Investment Advisors's EFA Position: Q1 2026 in Review

World Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q1 2026, selling an estimated $98.5K and leaving 63,733 shares worth $6.19M. The position accounts for 0.1% of the portfolio, ranked #224.

World Investment Advisors first reported a position in EFA in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.21M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • World Investment Advisors held 63,733 shares of iShares MSCI EAFE ETF worth $6.19M as of Q1 2026.
  • World Investment Advisors sold 984 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $98.5K.
  • iShares MSCI EAFE ETF made up 0.1% of World Investment Advisors's portfolio in Q1 2026, its #224 holding.
  • World Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
  • World Investment Advisors's iShares MSCI EAFE ETF position peaked at $6.21M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.