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Aurora Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Aurora Private Wealth’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 		$236K Sell
2,269
-341
-13% -$35.1K 0.15% 152
2026
Q1 		$252K Sell
2,610
-483
-16% -$48.3K 0.18% 139
2025
Q4 		$296K Buy
+3,093
New +$293K 0.19% 119
2025
Q2 		– Sell
-2,718
Closed -$222K – 163
2025
Q1 		$222K Sell
2,718
-381
-12% -$30.7K 0.18% 134
2024
Q4 		$234K Sell
3,099
-2,540
-45% -$201K 0.18% 132
2024
Q3 		$472K Sell
5,639
-90
-2% -$7.24K 0.37% 73
2024
Q2 		$449K Buy
5,729
+1,255
+28% +$99.4K 0.39% 69
2024
Q1 		$357K Buy
4,474
+539
+14% +$41.2K 0.31% 83
2023
Q4 		$297K Sell
3,935
-31
-0.8% -$2.19K 0.28% 100
2023
Q3 		$273K Buy
+3,966
New +$284K 0.3% 97
2023
Q2 		– Sell
-4,759
Closed -$340K – 139
2023
Q1 		$340K Buy
+4,759
New +$333K 0.36% 81
2022
Q4 		– Sell
-4,701
Closed -$263K – 155
2022
Q3 		$263K Hold
4,701
– – 0.12% 124
2022
Q2 		$294K Buy
4,701
+26
+0.6% +$1.77K 0.13% 115
2022
Q1 		$344K Buy
4,675
+2
+0% +$150 0.14% 121
2021
Q4 		$368K Sell
4,673
-1,998
-30% -$158K 0.16% 115
2021
Q3 		$520K Sell
6,671
-2,163
-24% -$173K 0.21% 95
2021
Q2 		$697K Buy
+8,834
New +$702K 0.28% 80
2021
Q1 		– Sell
-5,008
Closed -$365K – 215
2020
Q4 		$365K Buy
+5,008
New +$342K 0.15% 138
2020
Q1 		– Sell
-8,826
Closed -$613K – 249
2019
Q4 		$613K Buy
+8,826
New +$596K 0.22% 79

Other funds holding EFA

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
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
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

Aurora Private Wealth's EFA Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 13% in Q2 2026, selling an estimated $35.1K and leaving 2,269 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #152.

Aurora Private Wealth first reported a position in EFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $697K in Q2 2021. 901 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Aurora Private Wealth held 2,269 shares of iShares MSCI EAFE ETF worth $236K as of Q2 2026.
  • Aurora Private Wealth sold 341 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $35.1K.
  • iShares MSCI EAFE ETF made up 0.15% of Aurora Private Wealth's portfolio in Q2 2026, its #152 holding.
  • Aurora Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
  • Aurora Private Wealth's iShares MSCI EAFE ETF position peaked at $697K in Q2 2021.
  • 901 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.