AWM
EFA icon

Abound Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Abound Wealth Management’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 		$187K Buy
1,802
+8
+0.4% +$823 0.04% 102
2026
Q1 		$174K Hold
1,794
– – 0.04% 102
2025
Q4 		$172K Buy
1,794
+8
+0.4% +$759 0.04% 94
2025
Q3 		$167K Sell
1,786
-2,329
-57% -$212K 0.04% 94
2025
Q2 		$368K Buy
4,115
+570
+16% +$48.7K 0.1% 52
2025
Q1 		$290K Sell
3,545
-30
-0.8% -$2.42K 0.1% 55
2024
Q4 		$270K Buy
3,575
+7
+0.2% +$554 0.09% 54
2024
Q3 		$298K Hold
3,568
– – 0.1% 47
2024
Q2 		$280K Sell
3,568
-80
-2% -$6.34K 0.1% 46
2024
Q1 		$291K Hold
3,648
– – 0.11% 46
2023
Q4 		$275K Sell
3,648
-147
-4% -$10.4K 0.11% 47
2023
Q3 		$262K Buy
3,795
+11
+0.3% +$788 0.11% 46
2023
Q2 		$274K Buy
3,784
+68
+2% +$4.94K 0.11% 46
2023
Q1 		$266K Sell
3,716
-364
-9% -$25.5K 0.12% 45
2022
Q4 		$268K Buy
4,080
+379
+10% +$23.7K 0.13% 40
2022
Q3 		$207K Sell
3,701
-425
-10% -$26.5K 0.11% 43
2022
Q2 		$258K Buy
4,126
+222
+6% +$15.1K 0.14% 38
2022
Q1 		$287K Buy
3,904
+1,155
+42% +$86.4K 0.21% 34
2021
Q4 		$216K Buy
+2,749
New +$218K 0.17% 37

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
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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Abound Wealth Management's EFA Position: Q2 2026 in Review

Abound Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.45% in Q2 2026, buying an estimated $823 and bringing the position to 1,802 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #102.

Abound Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $368K in Q2 2025. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Abound Wealth Management held 1,802 shares of iShares MSCI EAFE ETF worth $187K as of Q2 2026.
  • Abound Wealth Management bought 8 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $823.
  • iShares MSCI EAFE ETF made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Abound Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's iShares MSCI EAFE ETF position peaked at $368K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.