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

Accurate 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 		$369K Buy
3,535
+831
+31% +$85.5K 0.04% 409
2026
Q1 		$276K Buy
2,704
+134
+5% +$13.4K 0.03% 436
2025
Q4 		$254K Sell
2,570
-310
-11% -$29.4K 0.03% 438
2025
Q3 		$269K Buy
+2,880
New +$262K 0.04% 416

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
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

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

Accurate Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 31% in Q2 2026, buying an estimated $85.5K and bringing the position to 3,535 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #409.

Accurate Wealth Management first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Accurate Wealth Management held 3,535 shares of iShares MSCI EAFE ETF worth $369K as of Q2 2026.
  • Accurate Wealth Management bought 831 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $85.5K.
  • iShares MSCI EAFE ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Accurate Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.