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

Baron 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	$1.23M	Sell	11,836 -18	-0.2%	-$1.85K	0.32%	37
2026 Q1	$1.15M	Hold	11,854	–	–	0.34%	33
2025 Q4	$1.14M	Buy	11,854 +168	+1%	+$15.9K	0.35%	35
2025 Q3	$1.09M	Hold	11,686	–	–	0.36%	32
2025 Q2	$1.04M	Sell	11,686 -607	-5%	-$51.8K	0.37%	32
2025 Q1	$1M	Sell	12,293 -289	-2%	-$23.3K	0.44%	28
2024 Q4	$951K	Buy	12,582 +127	+1%	+$10.1K	0.45%	28
2024 Q3	$1.04M	Hold	12,455	–	–	0.5%	22
2024 Q2	$976K	Buy	12,455 +160	+1%	+$12.7K	0.51%	21
2024 Q1	$982K	Hold	12,295	–	–	0.52%	26
2023 Q4	$926K	Buy	12,295 +109	+0.9%	+$7.7K	0.51%	22
2023 Q3	$840K	Hold	12,186	–	–	0.54%	23
2023 Q2	$884K	Buy	12,186 +194	+2%	+$14.1K	0.56%	23
2023 Q1	$858K	Hold	11,992	–	–	0.61%	22
2022 Q4	$787K	Buy	+11,992	New	+$751K	0.6%	22

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

Baron Wealth Management's EFA Position: Q2 2026 in Review

Baron Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.15% in Q2 2026, selling an estimated $1.85K and leaving 11,836 shares worth $1.23M. The position accounts for 0.32% of the portfolio, ranked #37.

Baron Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Baron Wealth Management held 11,836 shares of iShares MSCI EAFE ETF worth $1.23M as of Q2 2026.
Baron Wealth Management sold 18 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.85K.
iShares MSCI EAFE ETF made up 0.32% of Baron Wealth Management's portfolio in Q2 2026, its #37 holding.
Baron Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.