Aptus Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Aptus Capital 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
2023 Q2	–	Sell	-1,000,000	Closed	-$71.5M	–	814
2023 Q1	$71.5M	Hold	1,000,000	–	–	1.92%	12
2022 Q4	$65.6M	Sell	1,000,000 -900,000	-47%	-$56.4M	2.02%	10
2022 Q3	$106M	Sell	1,900,000 -1,600,000	-46%	-$99.7M	2.56%	10
2022 Q2	$219M	Buy	3,500,000 +2,550,000	+268%	+$174M	5.69%	2
2022 Q1	$69.9M	Buy	950,000 +375,000	+65%	+$28M	1.74%	16
2021 Q4	$45.2M	Buy	575,000 +200,000	+53%	+$15.8M	1.36%	17
2021 Q3	$29.3M	Buy	+375,000	New	+$30M	0.75%	33

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

Aptus Capital Advisors's EFA Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 31% in Q2 2026, buying an estimated $1.63M and bringing the position to 67,200 shares worth $6.98M. The position accounts for 0.05% of the portfolio, ranked #301.

Aptus Capital Advisors first reported a position in EFA in Q3 2019 and has held it in 28 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aptus Capital Advisors held 67,200 shares of iShares MSCI EAFE ETF worth $6.98M as of Q2 2026.
Aptus Capital Advisors bought 15,837 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.63M.
iShares MSCI EAFE ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #301 holding.
Aptus Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.