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

Apollon 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 		$5.53M Sell
53,201
-4,543
-8% -$467K 0.07% 250
2026
Q1 		$5.61M Buy
57,744
+780
+1% +$78K 0.09% 198
2025
Q4 		$5.47M Buy
56,964
+5,885
+12% +$558K 0.09% 190
2025
Q3 		$4.77M Buy
51,079
+10,409
+26% +$946K 0.08% 209
2025
Q2 		$3.64M Sell
40,670
-1,699
-4% -$145K 0.07% 238
2025
Q1 		$3.46M Sell
42,369
-22,297
-34% -$1.8M 0.08% 234
2024
Q4 		$4.89M Sell
64,666
-189,734
-75% -$15M 0.11% 161
2024
Q3 		$21.3M Buy
254,400
+206,096
+427% +$16.6M 0.6% 33
2024
Q2 		$3.78M Sell
48,304
-913
-2% -$72.3K 0.12% 159
2024
Q1 		$3.93M Sell
49,217
-11,243
-19% -$860K 0.12% 149
2023
Q4 		$4.56M Buy
60,460
+7,021
+13% +$496K 0.16% 118
2023
Q3 		$3.68M Buy
53,439
+11,151
+26% +$799K 0.18% 107
2023
Q2 		$3.07M Sell
42,288
-830
-2% -$60.3K 0.15% 145
2023
Q1 		$3.08M Buy
43,118
+2,604
+6% +$182K 0.19% 111
2022
Q4 		$2.66M Buy
40,514
+225
+0.6% +$14.1K 0.19% 119
2022
Q3 		$2.26M Sell
40,289
-1,410
-3% -$87.9K 0.19% 122
2022
Q2 		$2.61M Sell
41,699
-44,713
-52% -$3.04M 0.22% 98
2022
Q1 		$6.36M Buy
86,412
+36,439
+73% +$2.73M 0.45% 40
2021
Q4 		$3.93M Buy
49,973
+23,946
+92% +$1.9M 0.29% 72
2021
Q3 		$2.03M Buy
26,027
+148
+0.6% +$11.8K 0.28% 73
2021
Q2 		$2.04M Sell
25,879
-1,725
-6% -$137K 0.37% 50
2021
Q1 		$2.09M Buy
27,604
+14,086
+104% +$1.06M 0.4% 52
2020
Q4 		$986K Sell
13,518
-11,476
-46% -$785K 0.27% 81
2020
Q3 		$1.59M Sell
24,994
-8,802
-26% -$563K 0.71% 24
2020
Q2 		$2.06M Buy
33,796
+24,128
+250% +$1.4M 1.14% 17
2020
Q1 		$517K Buy
9,668
+4,473
+86% +$284K 0.53% 36
2019
Q4 		$363K Buy
5,195
+1,141
+28% +$77.1K 0.32% 43
2019
Q3 		$264K Buy
+4,054
New +$261K 0.28% 48

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

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

Apollon Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7.9% in Q2 2026, selling an estimated $467K and leaving 53,201 shares worth $5.53M. The position accounts for 0.07% of the portfolio, ranked #250.

Apollon Wealth Management first reported a position in EFA in Q3 2019 and has held it in 28 quarters since. The position peaked at $21.3M in Q3 2024. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Apollon Wealth Management held 53,201 shares of iShares MSCI EAFE ETF worth $5.53M as of Q2 2026.
  • Apollon Wealth Management sold 4,543 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $467K.
  • iShares MSCI EAFE ETF made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Apollon Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • Apollon Wealth Management's iShares MSCI EAFE ETF position peaked at $21.3M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.