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

Aprio 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	$822K	Sell	7,912 -4	-0.1%	-$411	0.04%	268
2026 Q1	$769K	Buy	7,916 +610	+8%	+$61K	0.04%	246
2025 Q4	$758K	Buy	7,306 +16	+0.2%	+$1.52K	0.04%	239
2025 Q3	$681K	Sell	7,290 -34	-0.5%	-$3.09K	0.07%	169
2025 Q2	$655K	Buy	7,324 +16	+0.2%	+$1.37K	0.07%	157
2025 Q1	$597K	Buy	7,308 +3,928	+116%	+$317K	0.07%	156
2024 Q4	$256K	Hold	3,380	–	–	0.04%	246
2024 Q3	$283K	Hold	3,380	–	–	0.05%	208
2024 Q2	$265K	Hold	3,380	–	–	0.05%	191
2024 Q1	$270K	Sell	3,380 -180	-5%	-$13.8K	0.05%	175
2023 Q4	$268K	Hold	3,560	–	–	0.06%	152
2023 Q3	$245K	Hold	3,560	–	–	0.07%	137
2023 Q2	$258K	Sell	3,560 -300	-8%	-$21.8K	0.07%	123
2023 Q1	$276K	Sell	3,860 -497	-11%	-$34.8K	0.09%	104
2022 Q4	$286K	Sell	4,357 -93	-2%	-$5.83K	0.1%	89
2022 Q3	$249K	Buy	4,450 +170	+4%	+$10.6K	0.1%	86
2022 Q2	$267K	Hold	4,280	–	–	0.11%	83
2022 Q1	$315K	Hold	4,280	–	–	0.12%	67
2021 Q4	$337K	Sell	4,280 -225	-5%	-$17.8K	0.14%	53
2021 Q3	$351K	Hold	4,505	–	–	0.16%	51
2021 Q2	$355K	Buy	+4,505	New	+$358K	0.17%	49
2020 Q4	$265K	Buy	3,630 +217	+6%	+$14.8K	0.18%	43
2020 Q3	$217K	Sell	3,413 -717	-17%	-$45.9K	0.15%	63
2020 Q2	$251K	Hold	4,130	–	–	0.24%	55
2020 Q1	$221K	Sell	4,130 -3,272	-44%	-$208K	0.28%	53
2019 Q4	$514K	Buy	+7,402	New	+$500K	0.38%	34

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

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

Aprio Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q2 2026, selling an estimated $411 and leaving 7,912 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #268.

Aprio Wealth Management first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aprio Wealth Management held 7,912 shares of iShares MSCI EAFE ETF worth $822K as of Q2 2026.
Aprio Wealth Management sold 4 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $411.
iShares MSCI EAFE ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #268 holding.
Aprio Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.