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

Alpine Bank 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	$1.69M	Sell	16,307 -585	-3%	-$60.2K	0.22%	66
2026 Q1	$1.64M	Hold	16,892	–	–	0.24%	60
2025 Q4	$1.62M	Sell	16,892 -611	-3%	-$58K	0.23%	56
2025 Q3	$1.63M	Sell	17,503 -1,220	-7%	-$111K	0.23%	57
2025 Q2	$1.67M	Buy	18,723 +129	+0.7%	+$11K	0.25%	53
2025 Q1	$1.52M	Buy	+18,594	New	+$1.5M	0.24%	56
2024 Q3	$2.05M	Buy	+24,572	New	+$1.98M	0.33%	44

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

Alpine Bank Wealth Management's EFA Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 3.5% in Q2 2026, selling an estimated $60.2K and leaving 16,307 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #66.

Alpine Bank Wealth Management first reported a position in EFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q3 2024. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Alpine Bank Wealth Management held 16,307 shares of iShares MSCI EAFE ETF worth $1.69M as of Q2 2026.
Alpine Bank Wealth Management sold 585 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $60.2K.
iShares MSCI EAFE ETF made up 0.22% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #66 holding.
Alpine Bank Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's iShares MSCI EAFE ETF position peaked at $2.05M in Q3 2024.
2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.