Baker Tilly Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Baker Tilly 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	$631K	Buy	6,079 +443	+8%	+$45.6K	0.13%	148
2026 Q1	$547K	Sell	5,636 -130	-2%	-$13K	0.13%	147
2025 Q4	$554K	Buy	5,766 +365	+7%	+$34.6K	0.14%	148
2025 Q3	$504K	Hold	5,401	–	–	0.11%	147
2025 Q2	$483K	Buy	5,401 +42	+0.8%	+$3.59K	0.17%	127
2025 Q1	$438K	Sell	5,359 -1,837	-26%	-$148K	0.17%	131
2024 Q4	$544K	Buy	+7,196	New	+$570K	0.21%	110
2024 Q3	–	Sell	-2,621	Closed	-$205K	–	248
2024 Q2	$205K	Sell	2,621 -2,575	-50%	-$204K	0.08%	268
2024 Q1	$415K	Sell	5,196 -81	-2%	-$6.2K	0.08%	292
2023 Q4	$398K	Buy	5,277 +37	+0.7%	+$2.62K	0.07%	339
2023 Q3	$361K	Sell	5,240 -1,298	-20%	-$93K	0.06%	332
2023 Q2	$474K	Buy	6,538 +74	+1%	+$5.37K	0.05%	351
2023 Q1	$462K	Buy	6,464 +2,164	+50%	+$151K	0.05%	356
2022 Q4	$282K	Hold	4,300	–	–	0.03%	446
2022 Q3	$241K	Sell	4,300 -90	-2%	-$5.61K	0.03%	443
2022 Q2	$274K	Sell	4,390 -18	-0.4%	-$1.23K	0.04%	424
2022 Q1	$324K	Sell	4,408 -723	-14%	-$54.1K	0.04%	420
2021 Q4	$404K	Buy	5,131 +180	+4%	+$14.3K	0.04%	393
2021 Q3	$386K	Buy	4,951 +146	+3%	+$11.7K	0.05%	372
2021 Q2	$379K	Sell	4,805 -363	-7%	-$28.8K	0.06%	343
2021 Q1	$392K	Sell	5,168 -1,070	-17%	-$80.6K	0.08%	294
2020 Q4	$455K	Buy	+6,238	New	+$427K	0.14%	161

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Baker Tilly Wealth Management's EFA Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 7.9% in Q2 2026, buying an estimated $45.6K and bringing the position to 6,079 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #148.

Baker Tilly Wealth Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Baker Tilly Wealth Management held 6,079 shares of iShares MSCI EAFE ETF worth $631K as of Q2 2026.
Baker Tilly Wealth Management bought 443 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $45.6K.
iShares MSCI EAFE ETF made up 0.13% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #148 holding.
Baker Tilly Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.