Aegis Wealth Management (Maryland)’s iShares MSCI EAFE ETF EFA Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.35M	Buy	13,039 +2,700	+26%	+$278K	0.64%	41
2026 Q1	$1M	Sell	10,339 -887	-8%	-$88.7K	0.57%	43
2025 Q4	$1.08M	Sell	11,226 -16,065	-59%	-$1.52M	0.61%	41
2025 Q3	$2.55M	Buy	27,291 +15,559	+133%	+$1.41M	1.36%	22
2025 Q2	$959K	Sell	11,732 -4,900	-29%	-$418K	0.57%	42
2025 Q1	$1.36M	Buy	16,632 +4,900	+42%	+$395K	0.8%	35
2024 Q4	$887K	Buy	+11,732	New	+$929K	0.6%	39

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s EFA Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its iShares MSCI EAFE ETF (EFA) stake by 26% in Q2 2026, buying an estimated $278K and bringing the position to 13,039 shares worth $1.35M. The position accounts for 0.64% of the portfolio, ranked #41.

Aegis Wealth Management (Maryland) first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aegis Wealth Management (Maryland) held 13,039 shares of iShares MSCI EAFE ETF worth $1.35M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 2,700 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $278K.
iShares MSCI EAFE ETF made up 0.64% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #41 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s iShares MSCI EAFE ETF position peaked at $2.55M in Q3 2025.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.