Amplius Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Amplius Wealth Advisors’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	$914K	Buy	8,795 +716	+9%	+$73.6K	0.07%	82
2026 Q1	$785K	Hold	8,079	–	–	0.07%	84
2025 Q4	$776K	Sell	8,079 -1	-0%	-$95	0.07%	81
2025 Q3	$754K	Sell	8,080 -499	-6%	-$45.4K	0.07%	86
2025 Q2	$767K	Buy	8,579 +500	+6%	+$42.7K	0.07%	94
2025 Q1	$660K	Hold	8,079	–	–	0.07%	95
2024 Q4	$611K	Buy	8,079 +716	+10%	+$56.7K	0.06%	93
2024 Q3	$616K	Hold	7,363	–	–	0.07%	88
2024 Q2	$577K	Hold	7,363	–	–	0.06%	90
2024 Q1	$588K	Hold	7,363	–	–	0.07%	93
2023 Q4	$555K	Sell	7,363 -7,327	-50%	-$518K	0.07%	90
2023 Q3	$1.01M	Hold	14,690	–	–	0.14%	66
2023 Q2	$1.07M	Sell	14,690 -420	-3%	-$30.5K	0.14%	65
2023 Q1	$1.08M	Hold	15,110	–	–	0.16%	66
2022 Q4	$992K	Sell	15,110 -35	-0.2%	-$2.19K	0.16%	71
2022 Q3	$848K	Hold	15,145	–	–	0.15%	65
2022 Q2	$946K	Hold	15,145	–	–	0.15%	61
2022 Q1	$1.11M	Hold	15,145	–	–	0.17%	60
2021 Q4	$1.19M	Buy	+15,145	New	+$1.2M	0.16%	60

Other funds holding EFA

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 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

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

Amplius Wealth Advisors's EFA Position: Q2 2026 in Review

Amplius Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 8.9% in Q2 2026, buying an estimated $73.6K and bringing the position to 8,795 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #82.

Amplius Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Amplius Wealth Advisors held 8,795 shares of iShares MSCI EAFE ETF worth $914K as of Q2 2026.
Amplius Wealth Advisors bought 716 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $73.6K.
iShares MSCI EAFE ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Amplius Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.19M in Q4 2021.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.