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Bar Harbor Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bar Harbor 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 		$3.02M Sell
29,113
-71
-0.2% -$7.3K 0.16% 114
2026
Q1 		$2.83M Buy
29,184
+196
+0.7% +$19.6K 0.17% 114
2025
Q4 		$2.78M Buy
28,988
+2,692
+10% +$255K 0.16% 114
2025
Q3 		$2.46M Sell
26,296
-250
-0.9% -$22.7K 0.15% 119
2025
Q2 		$2.37M Hold
26,546
– – 0.15% 119
2025
Q1 		$2.17M Sell
26,546
-1,116
-4% -$89.9K 0.14% 118
2024
Q4 		$2.09M Buy
27,662
+525
+2% +$41.6K 0.14% 120
2024
Q3 		$2.27M Sell
27,137
-634
-2% -$51K 0.14% 124
2024
Q2 		$2.18M Sell
27,771
-301
-1% -$23.8K 0.14% 120
2024
Q1 		$2.24M Buy
28,072
+1,181
+4% +$90.3K 0.15% 127
2023
Q4 		$2.03M Buy
26,891
+1,336
+5% +$94.4K 0.15% 119
2023
Q3 		$1.76M Buy
25,555
+432
+2% +$30.9K 0.14% 122
2023
Q2 		$1.82M Sell
25,123
-130
-0.5% -$9.44K 0.14% 121
2023
Q1 		$1.81M Sell
25,253
-401
-2% -$28K 0.14% 121
2022
Q4 		$1.68M Sell
25,654
-997
-4% -$62.5K 0.13% 126
2022
Q3 		$1.49M Sell
26,651
-611
-2% -$38.1K 0.13% 127
2022
Q2 		$1.7M Buy
27,262
+1,896
+7% +$129K 0.14% 128
2022
Q1 		$1.87M Sell
25,366
-533
-2% -$39.9K 0.17% 95
2021
Q4 		$2.04M Sell
25,899
-650
-2% -$51.5K 0.17% 95
2021
Q3 		$2.07M Sell
26,549
-466
-2% -$37.3K 0.19% 94
2021
Q2 		$2.13M Sell
27,015
-63
-0.2% -$5K 0.2% 92
2021
Q1 		$2.05M Buy
27,078
+358
+1% +$27K 0.2% 91
2020
Q4 		$1.95M Sell
26,720
-1,234
-4% -$84.4K 0.2% 95
2020
Q3 		$1.78M Sell
27,954
-525
-2% -$33.6K 0.2% 95
2020
Q2 		$1.73M Sell
28,479
-9,716
-25% -$562K 0.2% 91
2020
Q1 		$2.04M Sell
38,195
-10,053
-21% -$638K 0.28% 80
2019
Q4 		$3.35M Sell
48,248
-7,140
-13% -$482K 0.37% 69
2019
Q3 		$3.61M Sell
55,388
-583
-1% -$37.6K 0.42% 63
2019
Q2 		$3.68M Sell
55,971
-3,560
-6% -$233K 0.43% 61
2019
Q1 		$3.86M Sell
59,531
-2,906
-5% -$183K 0.46% 56
2018
Q4 		$3.67M Sell
62,437
-7,373
-11% -$460K 0.49% 51
2018
Q3 		$4.75M Sell
69,810
-2,300
-3% -$155K 0.54% 45
2018
Q2 		$4.83M Sell
72,110
-1,928
-3% -$135K 0.58% 42
2018
Q1 		$5.16M Sell
74,038
-11
-0% -$784 0.63% 38
2017
Q4 		$5.21M Sell
74,049
-763
-1% -$53.1K 0.61% 39
2017
Q3 		$5.12M Sell
74,812
-2,609
-3% -$174K 0.62% 38
2017
Q2 		$5.05M Sell
77,421
-4,796
-6% -$310K 0.61% 39
2017
Q1 		$5.12M Sell
82,217
-20,955
-20% -$1.27M 0.6% 41
2016
Q4 		$5.96M Buy
103,172
+5,497
+6% +$317K 0.66% 38
2016
Q3 		$5.78M Buy
97,675
+125
+0.1% +$7.25K 0.65% 38
2016
Q2 		$5.45M Buy
97,550
+1,058
+1% +$60.9K 0.63% 39
2016
Q1 		$5.51M Sell
96,492
-442
-0.5% -$24.4K 0.67% 39
2015
Q4 		$5.69M Buy
96,934
+417
+0.4% +$25.1K 0.72% 37
2015
Q3 		$5.53M Sell
96,517
-409
-0.4% -$25.3K 0.73% 35
2015
Q2 		$6.15M Buy
96,926
+1,635
+2% +$109K 0.75% 36
2015
Q1 		$6.12M Buy
95,291
+3,195
+3% +$201K 0.74% 38
2014
Q4 		$5.6M Buy
92,096
+592
+0.6% +$37K 0.7% 40
2014
Q3 		$5.87M Sell
91,504
-5,654
-6% -$377K 0.75% 38
2014
Q2 		$6.64M Buy
97,158
+826
+0.9% +$56.6K 0.83% 37
2014
Q1 		$6.47M Sell
96,332
-1,075
-1% -$71K 0.83% 34
2013
Q4 		$6.54M Buy
97,407
+2,172
+2% +$142K 0.85% 32
2013
Q3 		$6.08M Sell
95,235
-492
-0.5% -$30.1K 0.85% 32
2013
Q2 		$5.49M Buy
+95,727
New +$5.79M 0.79% 34

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Bar Harbor Wealth Management's EFA Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.24% in Q2 2026, selling an estimated $7.3K and leaving 29,113 shares worth $3.02M. The position accounts for 0.16% of the portfolio, ranked #114.

Bar Harbor Wealth Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.64M in Q2 2014. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Bar Harbor Wealth Management held 29,113 shares of iShares MSCI EAFE ETF worth $3.02M as of Q2 2026.
  • Bar Harbor Wealth Management sold 71 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.3K.
  • iShares MSCI EAFE ETF made up 0.16% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's iShares MSCI EAFE ETF position peaked at $6.64M in Q2 2014.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.