AP
EFA icon

Appleton Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Appleton Partners’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 		$3.06M Sell
29,467
-872
-3% -$89.7K 0.19% 95
2026
Q1 		$2.95M Sell
30,339
-162
-0.5% -$16.2K 0.21% 98
2025
Q4 		$2.93M Sell
30,501
-1,082
-3% -$103K 0.19% 100
2025
Q3 		$2.95M Buy
31,583
+37
+0.1% +$3.36K 0.2% 99
2025
Q2 		$2.82M Sell
31,546
-405
-1% -$34.6K 0.2% 101
2025
Q1 		$2.61M Sell
31,951
-240
-0.7% -$19.3K 0.2% 96
2024
Q4 		$2.43M Buy
32,191
+1,177
+4% +$93.2K 0.18% 99
2024
Q3 		$2.59M Sell
31,014
-2,095
-6% -$169K 0.19% 99
2024
Q2 		$2.59M Sell
33,109
-523
-2% -$41.4K 0.2% 100
2024
Q1 		$2.69M Buy
33,632
+1,404
+4% +$107K 0.21% 98
2023
Q4 		$2.43M Sell
32,228
-1,272
-4% -$89.9K 0.2% 101
2023
Q3 		$2.31M Buy
33,500
+6,607
+25% +$473K 0.21% 97
2023
Q2 		$1.95M Sell
26,893
-705
-3% -$51.2K 0.16% 108
2023
Q1 		$1.97M Sell
27,598
-76
-0.3% -$5.32K 0.18% 112
2022
Q4 		$1.82M Sell
27,674
-2,936
-10% -$184K 0.17% 116
2022
Q3 		$1.71M Sell
30,610
-203
-0.7% -$12.7K 0.17% 116
2022
Q2 		$1.93M Sell
30,813
-770
-2% -$52.4K 0.18% 106
2022
Q1 		$2.32M Buy
31,583
+75
+0.2% +$5.61K 0.19% 110
2021
Q4 		$2.48M Sell
31,508
-168
-0.5% -$13.3K 0.19% 107
2021
Q3 		$2.47M Sell
31,676
-983
-3% -$78.6K 0.21% 106
2021
Q2 		$2.58M Sell
32,659
-1,568
-5% -$125K 0.22% 101
2021
Q1 		$2.6M Sell
34,227
-1,687
-5% -$127K 0.24% 99
2020
Q4 		$2.62M Sell
35,914
-2,474
-6% -$169K 0.26% 85
2020
Q3 		$2.44M Sell
38,388
-2,170
-5% -$139K 0.27% 85
2020
Q2 		$2.47M Sell
40,558
-4,184
-9% -$242K 0.3% 81
2020
Q1 		$2.39M Sell
44,742
-2,703
-6% -$172K 0.33% 77
2019
Q4 		$3.29M Sell
47,445
-730
-2% -$49.3K 0.36% 72
2019
Q3 		$3.14M Sell
48,175
-1,424
-3% -$91.8K 0.38% 75
2019
Q2 		$3.26M Sell
49,599
-1,525
-3% -$99.8K 0.4% 67
2019
Q1 		$3.32M Sell
51,124
-1,358
-3% -$85.6K 0.44% 64
2018
Q4 		$3.08M Sell
52,482
-8,546
-14% -$534K 0.46% 67
2018
Q3 		$4.15M Sell
61,028
-273
-0.4% -$18.4K 0.55% 56
2018
Q2 		$4.11M Sell
61,301
-595
-1% -$41.7K 0.59% 57
2018
Q1 		$4.31M Buy
61,896
+2,172
+4% +$155K 0.65% 49
2017
Q4 		$4.2M Buy
59,724
+2,424
+4% +$169K 0.65% 52
2017
Q3 		$3.92M Buy
57,300
+2,309
+4% +$154K 0.66% 52
2017
Q2 		$3.58M Buy
54,991
+1,935
+4% +$125K 0.6% 58
2017
Q1 		$3.31M Buy
+53,056
New +$3.21M 0.61% 58

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Appleton Partners's EFA Position: Q2 2026 in Review

Appleton Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, selling an estimated $89.7K and leaving 29,467 shares worth $3.06M. The position accounts for 0.19% of the portfolio, ranked #95.

Appleton Partners first reported a position in EFA in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.31M in Q1 2018. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Appleton Partners held 29,467 shares of iShares MSCI EAFE ETF worth $3.06M as of Q2 2026.
  • Appleton Partners sold 872 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $89.7K.
  • iShares MSCI EAFE ETF made up 0.19% of Appleton Partners's portfolio in Q2 2026, its #95 holding.
  • Appleton Partners first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's iShares MSCI EAFE ETF position peaked at $4.31M in Q1 2018.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.