AWMT
EFA icon

AAFMAA Wealth Management & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

AAFMAA Wealth Management & Trust’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 		$16.9M Buy
163,088
+41
+0% +$4.22K 5.91% 4
2026
Q1 		$15.8M Buy
163,047
+358
+0.2% +$35.8K 6.14% 4
2025
Q4 		$15.6M Sell
162,689
-3,161
-2% -$300K 6.12% 4
2025
Q3 		$15.5M Buy
165,850
+569
+0.3% +$51.7K 6.14% 4
2025
Q2 		$14.8M Buy
+165,281
New +$14.1M 6.11% 4

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

AAFMAA Wealth Management & Trust's EFA Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its iShares MSCI EAFE ETF (EFA) stake by 0.03% in Q2 2026, buying an estimated $4.22K and bringing the position to 163,088 shares worth $16.9M. The position accounts for 5.91% of the portfolio, ranked #4.

AAFMAA Wealth Management & Trust first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 163,088 shares of iShares MSCI EAFE ETF worth $16.9M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 41 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.22K.
  • iShares MSCI EAFE ETF made up 5.91% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #4 holding.
  • AAFMAA Wealth Management & Trust first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.