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Armbruster Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Armbruster Capital 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 		$964K Hold
9,276
– – 0.14% 60
2026
Q1 		$901K Buy
9,276
+2,094
+29% +$210K 0.15% 64
2025
Q4 		$690K Hold
7,182
– – 0.12% 73
2025
Q3 		$671K Hold
7,182
– – 0.11% 75
2025
Q2 		$642K Sell
7,182
-5
-0.1% -$427 0.12% 72
2025
Q1 		$587K Sell
7,187
-100
-1% -$8.06K 0.12% 76
2024
Q4 		$551K Hold
7,287
– – 0.11% 80
2024
Q3 		$609K Sell
7,287
-60
-0.8% -$4.83K 0.12% 74
2024
Q2 		$575K Sell
7,347
-5
-0.1% -$396 0.12% 72
2024
Q1 		$587K Sell
7,352
-100
-1% -$7.65K 0.12% 63
2023
Q4 		$562K Hold
7,452
– – 0.13% 62
2023
Q3 		$514K Hold
7,452
– – 0.13% 62
2023
Q2 		$540K Sell
7,452
-50
-0.7% -$3.63K 0.13% 62
2023
Q1 		$537K Hold
7,502
– – 0.14% 60
2022
Q4 		$492K Hold
7,502
– – 0.13% 65
2022
Q3 		$420K Buy
7,502
+125
+2% +$7.79K 0.12% 73
2022
Q2 		$461K Hold
7,377
– – 0.12% 71
2022
Q1 		$543K Hold
7,377
– – 0.13% 70
2021
Q4 		$580K Sell
7,377
-10
-0.1% -$792 0.13% 72
2021
Q3 		$576K Buy
7,387
+10
+0.1% +$800 0.16% 47
2021
Q2 		$582K Hold
7,377
– – 0.16% 50
2021
Q1 		$560K Hold
7,377
– – 0.17% 45
2020
Q4 		$538K Hold
7,377
– – 0.18% 45
2020
Q3 		$470K Sell
7,377
-410
-5% -$26.2K 0.18% 47
2020
Q2 		$474K Sell
7,787
-1,019
-12% -$58.9K 0.19% 43
2020
Q1 		$471K Sell
8,806
-3,020
-26% -$192K 0.22% 43
2019
Q4 		$821K Buy
11,826
+80
+0.7% +$5.4K 0.31% 35
2019
Q3 		$766K Sell
11,746
-1,000
-8% -$64.4K 0.32% 35
2019
Q2 		$838K Sell
12,746
-981
-7% -$64.2K 0.35% 33
2019
Q1 		$890K Buy
13,727
+25
+0.2% +$1.57K 0.38% 29
2018
Q4 		$805K Sell
13,702
-594
-4% -$37.1K 0.4% 30
2018
Q3 		$972K Buy
14,296
+200
+1% +$13.5K 0.42% 26
2018
Q2 		$944K Buy
14,096
+151
+1% +$10.6K 0.44% 24
2018
Q1 		$972K Sell
13,945
-616
-4% -$43.9K 0.45% 24
2017
Q4 		$1.02M Sell
14,561
-48
-0.3% -$3.34K 0.47% 26
2017
Q3 		$1M Sell
14,609
-1,022
-7% -$68.3K 0.51% 23
2017
Q2 		$1.02M Sell
15,631
-75
-0.5% -$4.85K 0.55% 20
2017
Q1 		$978K Sell
15,706
-1,225
-7% -$74.1K 0.55% 23
2016
Q4 		$977K Sell
16,931
-725
-4% -$41.8K 0.57% 23
2016
Q3 		$1.04M Sell
17,656
-600
-3% -$34.8K 0.65% 21
2016
Q2 		$1.02M Sell
18,256
-5,235
-22% -$301K 0.66% 23
2016
Q1 		$1.34M Buy
23,491
+1,390
+6% +$76.6K 0.92% 18
2015
Q4 		$1.3M Buy
+22,101
New +$1.33M 1.16% 20

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Armbruster Capital Management's EFA Position: Q2 2026 in Review

Armbruster Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 9,276 shares worth $964K. The position accounts for 0.14% of the portfolio, ranked #60.

Armbruster Capital Management first reported a position in EFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.34M in Q1 2016. 526 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Armbruster Capital Management held 9,276 shares of iShares MSCI EAFE ETF worth $964K as of Q2 2026.
  • Armbruster Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.14% of Armbruster Capital Management's portfolio in Q2 2026, its #60 holding.
  • Armbruster Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's iShares MSCI EAFE ETF position peaked at $1.34M in Q1 2016.
  • 526 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.