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

Accel 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 		$343K Hold
3,298
– – 0.08% 202
2026
Q1 		$320K Hold
3,298
– – 0.08% 207
2025
Q4 		$317K Sell
3,298
-227
-6% -$21.5K 0.09% 197
2025
Q3 		$329K Buy
3,525
+128
+4% +$11.6K 0.1% 195
2025
Q2 		$304K Buy
3,397
+272
+9% +$23.2K 0.1% 196
2025
Q1 		$255K Buy
+3,125
New +$252K 0.09% 206
2023
Q2 		– Sell
-446
Closed -$31.9K – 361
2023
Q1 		$31.9K Sell
446
-26
-6% -$1.82K 0.01% 585
2022
Q4 		$31K Sell
472
-27
-5% -$1.69K 0.01% 445
2022
Q3 		$30K Sell
499
-26
-5% -$1.62K 0.02% 461
2022
Q2 		$32K Buy
525
+3
+0.6% +$204 0.02% 435
2022
Q1 		$39K Hold
522
– – 0.02% 415
2021
Q4 		$41K Buy
522
+2
+0.4% +$158 0.02% 411
2021
Q3 		$41K Hold
520
– – 0.03% 351
2021
Q2 		$41K Buy
520
+1
+0.2% +$79 0.03% 373
2021
Q1 		$39K Sell
519
-31
-6% -$2.33K 0.03% 361
2020
Q4 		$40K Buy
+550
New +$37.6K 0.04% 337

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

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

Accel Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,298 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #202.

Accel Wealth Management first reported a position in EFA in Q4 2020 and has held it in 16 quarters since. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Accel Wealth Management held 3,298 shares of iShares MSCI EAFE ETF worth $343K as of Q2 2026.
  • Accel Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Accel Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Accel Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
  • 639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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