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

BKM 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
Q3 		$298K Buy
2,873
+111
+4% +$11.8K 0.1% 133
2026
Q2 		$287K Buy
2,762
+116
+4% +$11.9K 0.1% 130
2026
Q1 		$257K Buy
2,646
+111
+4% +$11.1K 0.09% 133
2025
Q4 		$243K Buy
2,535
+43
+2% +$4.08K 0.09% 139
2025
Q3 		$233K Buy
2,492
+67
+3% +$6.09K 0.09% 145
2025
Q2 		$217K Buy
+2,425
New +$207K 0.08% 152
2025
Q1 		– Sell
-3,572
Closed -$270K – 161
2024
Q4 		$270K Buy
3,572
+30
+0.8% +$2.38K 0.11% 142
2024
Q3 		$296K Sell
3,542
-111
-3% -$8.93K 0.12% 135
2024
Q2 		$286K Buy
3,653
+186
+5% +$14.7K 0.14% 128
2024
Q1 		$260K Sell
3,467
-891
-20% -$68.1K 0.11% 142
2023
Q4 		$328K Buy
+4,358
New +$308K 0.14% 124

Other funds holding EFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BKM Wealth Management's EFA Position: Q3 2026 in Review

BKM Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 4% in Q3 2026, buying an estimated $11.8K and bringing the position to 2,873 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #133.

BKM Wealth Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $328K in Q4 2023. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • BKM Wealth Management held 2,873 shares of iShares MSCI EAFE ETF worth $298K as of Q3 2026.
  • BKM Wealth Management bought 111 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $11.8K.
  • iShares MSCI EAFE ETF made up 0.1% of BKM Wealth Management's portfolio in Q3 2026, its #133 holding.
  • BKM Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's iShares MSCI EAFE ETF position peaked at $328K in Q4 2023.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.