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

Alterna 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 		– Sell
-6,191
Closed -$601K – 113
2026
Q1 		$601K Buy
+6,191
New +$619K 0.46% 53
2025
Q4 		– Sell
-3,336
Closed -$311K – 104
2025
Q3 		$311K Sell
3,336
-3,517
-51% -$320K 0.26% 76
2025
Q2 		$613K Sell
6,853
-5,381
-44% -$459K 0.49% 53
2025
Q1 		$1,000K Buy
+12,234
New +$986K 0.76% 34
2024
Q4 		– Sell
-7,644
Closed -$639K – 107
2024
Q3 		$639K Sell
7,644
-8,767
-53% -$705K 0.57% 44
2024
Q2 		$1.29M Buy
16,411
+4,179
+34% +$331K 1.13% 25
2024
Q1 		$977K Buy
+12,232
New +$936K 0.79% 27
2019
Q1 		– Sell
-100,690
Closed -$6.57M – 176
2018
Q4 		$6.57M Buy
+100,690
New +$6.29M 1.07% 14

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Alterna Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 6,191 shares — an estimated $601K sold.

Alterna Wealth Management first reported a position in EFA in Q4 2018 and held it in 8 quarters. The position peaked at $6.57M in Q4 2018. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Alterna Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 6,191 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $601K.
  • Alterna Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
  • Alterna Wealth Management's iShares MSCI EAFE ETF position peaked at $6.57M in Q4 2018.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.