Bartlett & Co Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.6M | Buy |
179,365
+2,346
| +1% | +$241K | 0.23% | 78 |
|
|
2026
Q1 | $17.8M | Buy |
177,019
+2,247
| +1% | +$225K | 0.23% | 78 |
|
|
2025
Q4 | $16.8M | Buy |
174,772
+7,554
| +5% | +$716K | 0.22% | 78 |
|
|
2025
Q3 | $15.6M | Buy |
167,218
+1,034
| +0.6% | +$94K | 0.21% | 85 |
|
|
2025
Q2 | $14.9M | Sell |
166,184
-318
| -0.2% | -$27.1K | 0.21% | 82 |
|
|
2025
Q1 | $13.6M | Buy |
166,502
+1,831
| +1% | +$148K | 0.2% | 84 |
|
|
2024
Q4 | $12.5M | Buy |
164,671
+7,147
| +5% | +$566K | 0.18% | 89 |
|
|
2024
Q3 | $13.2M | Sell |
157,524
-1,075
| -0.7% | -$86.5K | 0.19% | 86 |
|
|
2024
Q2 | $12.4M | Sell |
158,599
-427
| -0.3% | -$33.8K | 0.19% | 89 |
|
|
2024
Q1 | $12.7M | Sell |
159,026
-7,340
| -4% | -$561K | 0.2% | 88 |
|
|
2023
Q4 | $12.5M | Buy |
166,366
+9,798
| +6% | +$692K | 0.2% | 87 |
|
|
2023
Q3 | $10.8M | Buy |
156,568
+2,797
| +2% | +$200K | 0.19% | 89 |
|
|
2023
Q2 | $11.1M | Buy |
153,771
+4,041
| +3% | +$293K | 0.19% | 90 |
|
|
2023
Q1 | $10.7M | Buy |
149,730
+613
| +0.4% | +$42.9K | 0.21% | 90 |
|
|
2022
Q4 | $9.79M | Buy |
149,117
+5,005
| +3% | +$314K | 0.2% | 93 |
|
|
2022
Q3 | $8.07M | Buy |
144,112
+14,091
| +11% | +$878K | 0.17% | 102 |
|
|
2022
Q2 | $8.13M | Sell |
130,021
-16,394
| -11% | -$1.12M | 0.16% | 104 |
|
|
2022
Q1 | $10.8M | Buy |
146,415
+13,498
| +10% | +$1.01M | 0.19% | 95 |
|
|
2021
Q4 | $10.5M | Sell |
132,917
-2,800
| -2% | -$222K | 0.18% | 97 |
|
|
2021
Q3 | $10.6M | Buy |
135,717
+570
| +0.4% | +$45.6K | 0.2% | 90 |
|
|
2021
Q2 | $10.7M | Sell |
135,147
-595
| -0.4% | -$47.3K | 0.2% | 90 |
|
|
2021
Q1 | $10.3M | Sell |
135,742
-442
| -0.3% | -$33.3K | 0.21% | 89 |
|
|
2020
Q4 | $9.94M | Sell |
136,184
-5,625
| -4% | -$385K | 0.21% | 91 |
|
|
2020
Q3 | $9.03M | Sell |
141,809
-7,275
| -5% | -$466K | 0.21% | 90 |
|
|
2020
Q2 | $9.07M | Buy |
149,084
+7,453
| +5% | +$431K | 0.24% | 87 |
|
|
2020
Q1 | $7.57M | Buy |
141,631
+30,442
| +27% | +$1.93M | 0.23% | 92 |
|
|
2019
Q4 | $7.72M | Sell |
111,189
-1,630
| -1% | -$110K | 0.19% | 103 |
|
|
2019
Q3 | $7.36M | Buy |
112,819
+84,397
| +297% | +$5.44M | 0.19% | 105 |
|
|
2019
Q2 | $1.87M | Sell |
28,422
-2,300
| -7% | -$151K | 0.07% | 136 |
|
|
2019
Q1 | $1.99M | Sell |
30,722
-50,472
| -62% | -$3.18M | 0.08% | 129 |
|
|
2018
Q4 | $4.77M | Buy |
81,194
+57,756
| +246% | +$3.61M | 0.2% | 87 |
|
|
2018
Q3 | $1.59M | Buy |
23,438
+68
| +0.3% | +$4.59K | 0.06% | 140 |
|
|
2018
Q2 | $1.57M | Sell |
23,370
-53
| -0.2% | -$3.72K | 0.06% | 139 |
|
|
2018
Q1 | $1.63M | Buy |
+23,423
| New | +$1.67M | 0.07% | 134 |
|
Other funds holding EFA
NMIMC
Bartlett & Co Wealth Management's EFA Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2026, buying an estimated $241K and bringing the position to 179,365 shares worth $18.6M. The position accounts for 0.23% of the portfolio, ranked #78.
Bartlett & Co Wealth Management first reported a position in EFA in Q1 2018 and has held it in 34 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Bartlett & Co Wealth Management held 179,365 shares of iShares MSCI EAFE ETF worth $18.6M as of Q2 2026.
- Bartlett & Co Wealth Management bought 2,346 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $241K.
- iShares MSCI EAFE ETF made up 0.23% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #78 holding.
- Bartlett & Co Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 34 quarters since.
- 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.