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

BigSur 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	$1.86M	Hold	17,938	–	–	0.45%	60
2026 Q1	$1.74M	Sell	17,938 -9,000	-33%	-$900K	0.49%	59
2025 Q4	$2.59M	Hold	26,938	–	–	0.63%	47
2025 Q3	$2.52M	Sell	26,938 -400	-1%	-$36.4K	0.62%	47
2025 Q2	$2.44M	Hold	27,338	–	–	0.62%	44
2025 Q1	$2.23M	Hold	27,338	–	–	0.61%	45
2024 Q4	$2.07M	Hold	27,338	–	–	0.59%	46
2024 Q3	$2.29M	Hold	27,338	–	–	0.63%	47
2024 Q2	$2.14M	Hold	27,338	–	–	0.66%	43
2024 Q1	$2.18M	Hold	27,338	–	–	0.68%	42
2023 Q4	$2.06M	Hold	27,338	–	–	0.98%	27
2023 Q3	$1.88M	Hold	27,338	–	–	0.95%	29
2023 Q2	$1.98M	Hold	27,338	–	–	0.95%	31
2023 Q1	$1.96M	Hold	27,338	–	–	0.92%	31
2022 Q4	$1.79M	Hold	27,338	–	–	0.86%	33
2022 Q3	$1.53M	Hold	27,338	–	–	0.77%	38
2022 Q2	$1.71M	Sell	27,338 -3,670	-12%	-$250K	0.8%	36
2022 Q1	$2.28M	Hold	31,008	–	–	0.89%	32
2021 Q4	$2.44M	Hold	31,008	–	–	0.96%	31
2021 Q3	$2.42M	Buy	31,008 +4,008	+15%	+$321K	1.09%	28
2021 Q2	$2.13M	Hold	27,000	–	–	0.96%	32
2021 Q1	$2.05M	Hold	27,000	–	–	1.05%	27
2020 Q4	$1.97M	Hold	27,000	–	–	1.11%	27
2020 Q3	$1.72M	Hold	27,000	–	–	1.1%	27
2020 Q2	$1.64M	Hold	27,000	–	–	1.17%	23
2020 Q1	$1.44M	Sell	27,000 -14,464	-35%	-$918K	1.08%	21
2019 Q4	$2.88M	Buy	41,464 +14,464	+54%	+$977K	1.63%	13
2019 Q3	$1.76M	Hold	27,000	–	–	1.19%	22
2019 Q2	$1.78M	Hold	27,000	–	–	1.24%	20
2019 Q1	$1.75M	Hold	27,000	–	–	1.15%	20
2018 Q4	$1.59M	Hold	27,000	–	–	1.13%	19
2018 Q3	$1.84M	Buy	+27,000	New	+$1.82M	1.15%	19

Other funds holding EFA

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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

BigSur Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 17,938 shares worth $1.86M. The position accounts for 0.45% of the portfolio, ranked #60.

BigSur Wealth Management first reported a position in EFA in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.88M in Q4 2019. 718 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

BigSur Wealth Management held 17,938 shares of iShares MSCI EAFE ETF worth $1.86M as of Q2 2026.
BigSur Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.45% of BigSur Wealth Management's portfolio in Q2 2026, its #60 holding.
BigSur Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 32 quarters since.
BigSur Wealth Management's iShares MSCI EAFE ETF position peaked at $2.88M in Q4 2019.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.