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Allodium Investment Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

Allodium Investment Consultants’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 		$250K Hold
2,406
– – 0.11% 53
2026
Q1 		$234K Hold
2,406
– – 0.11% 52
2025
Q4 		$231K Hold
2,406
– – 0.12% 51
2025
Q3 		$225K Buy
+2,406
New +$219K 0.13% 49

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allodium Investment Consultants's EFA Position: Q2 2026 in Review

Allodium Investment Consultants held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,406 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #53.

Allodium Investment Consultants first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,758 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Allodium Investment Consultants held 2,406 shares of iShares MSCI EAFE ETF worth $250K as of Q2 2026.
  • Allodium Investment Consultants left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.11% of Allodium Investment Consultants's portfolio in Q2 2026, its #53 holding.
  • Allodium Investment Consultants first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,758 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.