AP
EFA icon

Atwood & Palmer’s iShares MSCI EAFE ETF EFA Stock Holding History

Atwood & Palmer’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 		– Sell
-117
Closed -$11.4K – 508
2026
Q1 		$11.4K Buy
117
+33
+39% +$3.3K ﹤0.01% 370
2025
Q4 		$8.07K Hold
84
– – ﹤0.01% 394
2025
Q3 		$7.84K Hold
84
– – ﹤0.01% 403
2025
Q2 		$7.51K Hold
84
– – ﹤0.01% 417
2025
Q1 		$6.87K Hold
84
– – ﹤0.01% 352
2024
Q4 		$6.35K Hold
84
– – ﹤0.01% 367
2024
Q3 		$7.03K Sell
84
-138
-62% -$11.1K ﹤0.01% 361
2024
Q2 		$17.4K Buy
+222
New +$17.6K ﹤0.01% 310
2014
Q4 		– Sell
-850
Closed -$55K – 389
2014
Q3 		$55K Buy
+850
New +$56.7K 0.01% 198

Other funds holding EFA

GF
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
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
AI
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

Atwood & Palmer's EFA Position: Q2 2026 in Review

Atwood & Palmer sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 117 shares — an estimated $11.4K sold.

Atwood & Palmer first reported a position in EFA in Q3 2014 and held it in 9 quarters. The position peaked at $55K in Q3 2014. 807 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Atwood & Palmer reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Atwood & Palmer sold 117 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.4K.
  • Atwood & Palmer first reported a position in iShares MSCI EAFE ETF in Q3 2014 and held it in 9 quarters.
  • Atwood & Palmer's iShares MSCI EAFE ETF position peaked at $55K in Q3 2014.
  • 807 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.