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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

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

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. 471 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.
  • 471 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.