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

Beaird Harris 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	$744K	Sell	7,166 -48	-0.7%	-$4.94K	0.05%	80
2026 Q1	$701K	Sell	7,214 -230	-3%	-$23K	0.05%	81
2025 Q4	$715K	Sell	7,444 -56	-0.7%	-$5.31K	0.05%	80
2025 Q3	$700K	Sell	7,500 -488	-6%	-$44.4K	0.05%	83
2025 Q2	$714K	Buy	7,988 +3	+0%	+$256	0.06%	76
2025 Q1	$653K	Buy	7,985 +40	+0.5%	+$3.22K	0.06%	72
2024 Q4	$601K	Buy	7,945 +321	+4%	+$25.4K	0.05%	77
2024 Q3	$638K	Sell	7,624 -24	-0.3%	-$1.93K	0.06%	75
2024 Q2	$599K	Sell	7,648 -118	-2%	-$9.35K	0.06%	71
2024 Q1	$620K	Buy	7,766 +62	+0.8%	+$4.74K	0.06%	65
2023 Q4	$581K	Buy	7,704 +1	+0%	+$71	0.06%	59
2023 Q3	$531K	Hold	7,703	–	–	0.06%	58
2023 Q2	$558K	Sell	7,703 -116	-1%	-$8.42K	0.07%	55
2023 Q1	$559K	Sell	7,819 -58	-0.7%	-$4.06K	0.1%	51
2022 Q4	$517K	Sell	7,877 -16,299	-67%	-$1.02M	0.1%	51
2022 Q3	$1.35M	Sell	24,176 -4,073	-14%	-$254K	0.3%	36
2022 Q2	$1.76M	Buy	28,249 +6,125	+28%	+$417K	0.49%	25
2022 Q1	$1.63M	Sell	22,124 -286	-1%	-$21.4K	0.59%	25
2021 Q4	$1.76M	Buy	+22,410	New	+$1.77M	0.64%	23

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Beaird Harris Wealth Management's EFA Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.67% in Q2 2026, selling an estimated $4.94K and leaving 7,166 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #80.

Beaird Harris Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q2 2022. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Beaird Harris Wealth Management held 7,166 shares of iShares MSCI EAFE ETF worth $744K as of Q2 2026.
Beaird Harris Wealth Management sold 48 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.94K.
iShares MSCI EAFE ETF made up 0.05% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #80 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares MSCI EAFE ETF position peaked at $1.76M in Q2 2022.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.