Aspen Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Aspen Investment 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	$1.31M	Sell	12,653 -250	-2%	-$25.7K	0.35%	85
2026 Q1	$1.25M	Buy	12,903 +223	+2%	+$22.3K	0.38%	81
2025 Q4	$1.22M	Buy	12,680 +500	+4%	+$47.4K	0.37%	83
2025 Q3	$1.14M	Hold	12,180	–	–	0.44%	68
2025 Q2	$1.09M	Sell	12,180 -28	-0.2%	-$2.39K	0.46%	64
2025 Q1	$998K	Hold	12,208	–	–	0.46%	65
2024 Q4	$923K	Hold	12,208	–	–	0.43%	67
2024 Q3	$1.02M	Hold	12,208	–	–	0.48%	62
2024 Q2	$956K	Hold	12,208	–	–	0.48%	64
2024 Q1	$975K	Sell	12,208 -140	-1%	-$10.7K	0.5%	57
2023 Q4	$930K	Sell	12,348 -30	-0.2%	-$2.12K	0.52%	59
2023 Q3	$853K	Hold	12,378	–	–	0.52%	60
2023 Q2	$897K	Hold	12,378	–	–	0.53%	61
2023 Q1	$885K	Hold	12,378	–	–	0.57%	57
2022 Q4	$812K	Sell	12,378 -25	-0.2%	-$1.57K	0.53%	65
2022 Q3	$695K	Hold	12,403	–	–	0.46%	70
2022 Q2	$775K	Sell	12,403 -2,150	-15%	-$146K	0.49%	69
2022 Q1	$1.07M	Hold	14,553	–	–	0.56%	64
2021 Q4	$1.15M	Buy	14,553 +300	+2%	+$23.8K	0.56%	58
2021 Q3	$1.11M	Sell	14,253 -30	-0.2%	-$2.4K	0.59%	59
2021 Q2	$1.13M	Hold	14,283	–	–	0.59%	58
2021 Q1	$1.08M	Hold	14,283	–	–	0.6%	54
2020 Q4	$1.04M	Sell	14,283 -125	-0.9%	-$8.55K	0.62%	55
2020 Q3	$917K	Hold	14,408	–	–	0.61%	55
2020 Q2	$877K	Sell	14,408 -75	-0.5%	-$4.34K	0.63%	53
2020 Q1	$774K	Sell	14,483 -1,367	-9%	-$86.8K	0.67%	47
2019 Q4	$1.1M	Sell	15,850 -500	-3%	-$33.8K	0.69%	45
2019 Q3	$1.07M	Sell	16,350 -400	-2%	-$25.8K	0.71%	42
2019 Q2	$1.1M	Sell	16,750 -189	-1%	-$12.4K	0.72%	46
2019 Q1	$1.1M	Sell	16,939 -50	-0.3%	-$3.15K	0.77%	41
2018 Q4	$999K	Sell	16,989 -4,188	-20%	-$262K	0.8%	38
2018 Q3	$1.44M	Sell	21,177 -33	-0.2%	-$2.23K	0.95%	26
2018 Q2	$1.42M	Sell	21,210 -284	-1%	-$19.9K	0.98%	28
2018 Q1	$1.5M	Hold	21,494	–	–	1.07%	22
2017 Q4	$1.51M	Hold	21,494	–	–	1.07%	23
2017 Q3	$1.47M	Sell	21,494 -100	-0.5%	-$6.68K	1.09%	23
2017 Q2	$1.41M	Hold	21,594	–	–	1.06%	23
2017 Q1	$1.34M	Sell	21,594 -300	-1%	-$18.1K	1%	23
2016 Q4	$1.26M	Hold	21,894	–	–	0.95%	24
2016 Q3	$1.29M	Hold	21,894	–	–	1.03%	21
2016 Q2	$1.22M	Sell	21,894 -3,570	-14%	-$205K	1.01%	22
2016 Q1	$1.46M	Sell	25,464 -60	-0.2%	-$3.31K	1.33%	16
2015 Q4	$1.5M	Sell	25,524 -140	-0.5%	-$8.43K	1.49%	15
2015 Q3	$1.47M	Buy	25,664 +210	+0.8%	+$13K	1.44%	16
2015 Q2	$1.62M	Sell	25,454 -5,658	-18%	-$377K	1.36%	14
2015 Q1	$2M	Sell	31,112 -867	-3%	-$54.6K	1.6%	12
2014 Q4	$1.95M	Sell	31,979 -595	-2%	-$37.1K	1.63%	14
2014 Q3	$2.09M	Sell	32,574 -274	-0.8%	-$18.3K	1.75%	13
2014 Q2	$2.25M	Sell	32,848 -1,250	-4%	-$85.7K	1.37%	18
2014 Q1	$2.29M	Sell	34,098 -1,000	-3%	-$66.1K	1.46%	17
2013 Q4	$2.35M	Sell	35,098 -2,058	-6%	-$134K	1.57%	15
2013 Q3	$2.37M	Sell	37,156 -27,000	-42%	-$1.65M	1.68%	10
2013 Q2	$3.68M	Buy	+64,156	New	+$3.88M	2.5%	6

Other funds holding EFA

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 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

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

Aspen Investment Management's EFA Position: Q2 2026 in Review

Aspen Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, selling an estimated $25.7K and leaving 12,653 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #85.

Aspen Investment Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.68M in Q2 2013. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aspen Investment Management held 12,653 shares of iShares MSCI EAFE ETF worth $1.31M as of Q2 2026.
Aspen Investment Management sold 250 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $25.7K.
iShares MSCI EAFE ETF made up 0.35% of Aspen Investment Management's portfolio in Q2 2026, its #85 holding.
Aspen Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Aspen Investment Management's iShares MSCI EAFE ETF position peaked at $3.68M in Q2 2013.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.