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Yeomans Consulting Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Yeomans Consulting 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
2025
Q4 		$15.4M Buy
160,433
+1,062
+0.7% +$101K 4.51% 10
2025
Q3 		$15M Buy
159,371
+40,241
+34% +$3.66M 5.18% 7
2025
Q2 		$10.6M Buy
+119,130
New +$10.2M 4.39% 8
2024
Q1 		– Sell
-234,879
Closed -$17.7M – 77
2023
Q4 		$17.7M Buy
+234,879
New +$16.6M 8.81% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yeomans Consulting Group's EFA Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.67% in Q4 2025, buying an estimated $101K and bringing the position to 160,433 shares worth $15.4M. The position accounts for 4.51% of the portfolio, ranked #10.

Yeomans Consulting Group first reported a position in EFA in Q4 2023 and has held it in 4 quarters since. The position peaked at $17.7M in Q4 2023. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Yeomans Consulting Group held 160,433 shares of iShares MSCI EAFE ETF worth $15.4M as of Q4 2025.
  • Yeomans Consulting Group bought 1,062 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $101K.
  • iShares MSCI EAFE ETF made up 4.51% of Yeomans Consulting Group's portfolio in Q4 2025, its #10 holding.
  • Yeomans Consulting Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 4 quarters since.
  • Yeomans Consulting Group's iShares MSCI EAFE ETF position peaked at $17.7M in Q4 2023.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.