Atlantic Edge Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Atlantic Edge Private 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	$5.13M	Buy	49,394 +2,675	+6%	+$275K	1.05%	27
2026 Q1	$4.54M	Sell	46,719 -1,455	-3%	-$146K	1.11%	25
2025 Q4	$4.63M	Sell	48,174 -2,315	-5%	-$220K	1.15%	23
2025 Q3	$4.71M	Sell	50,489 -177	-0.3%	-$16.1K	1.21%	23
2025 Q2	$4.53M	Sell	50,666 -2,347	-4%	-$200K	1.24%	21
2025 Q1	$4.33M	Sell	53,013 -80	-0.2%	-$6.45K	1.32%	18
2024 Q4	$4.01M	Buy	53,093 +1,183	+2%	+$93.7K	1.24%	20
2024 Q3	$4.34M	Sell	51,910 -3,270	-6%	-$263K	1.32%	16
2024 Q2	$4.32M	Sell	55,180 -230	-0.4%	-$18.2K	1.44%	16
2024 Q1	$4.43M	Buy	55,410 +88	+0.2%	+$6.73K	1.52%	16
2023 Q4	$4.17M	Buy	+55,322	New	+$3.91M	1.69%	14

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

Atlantic Edge Private Wealth Management's EFA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q2 2026, buying an estimated $275K and bringing the position to 49,394 shares worth $5.13M. The position accounts for 1.05% of the portfolio, ranked #27.

Atlantic Edge Private Wealth Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 967 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Atlantic Edge Private Wealth Management held 49,394 shares of iShares MSCI EAFE ETF worth $5.13M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 2,675 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $275K.
iShares MSCI EAFE ETF made up 1.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #27 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
967 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.