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Bogart Wealth LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Bogart Wealth LLC’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 		$114K Buy
1,100
+700
+175% +$72K ﹤0.01% 364
2026
Q1 		$38.9K Hold
400
– – ﹤0.01% 563
2025
Q4 		$38.4K Hold
400
– – ﹤0.01% 537
2025
Q3 		$37.3K Hold
400
– – ﹤0.01% 519
2025
Q2 		$35.8K Sell
400
-611
-60% -$52.2K ﹤0.01% 511
2025
Q1 		$82.6K Sell
1,011
-138
-12% -$11.1K ﹤0.01% 326
2024
Q4 		$86.9K Buy
1,149
+147
+15% +$11.6K ﹤0.01% 329
2024
Q3 		$83.8K Buy
1,002
+168
+20% +$13.5K ﹤0.01% 326
2024
Q2 		$65.4K Sell
834
-222
-21% -$17.6K ﹤0.01% 352
2024
Q1 		$84.3K Buy
1,056
+232
+28% +$17.7K ﹤0.01% 301
2023
Q4 		$62.1K Sell
824
-489
-37% -$34.6K ﹤0.01% 337
2023
Q3 		$90.5K Hold
1,313
– – 0.01% 263
2023
Q2 		$95.2K Buy
1,313
+584
+80% +$42.4K 0.01% 247
2023
Q1 		$52.1K Sell
729
-36
-5% -$2.52K ﹤0.01% 311
2022
Q4 		$50.2K Sell
765
-924
-55% -$57.9K ﹤0.01% 299
2022
Q3 		$95K Buy
1,689
+1,030
+156% +$64.2K 0.01% 227
2022
Q2 		$41K Buy
659
+1
+0.2% +$68 ﹤0.01% 311
2022
Q1 		$48K Sell
658
-251
-28% -$18.8K ﹤0.01% 277
2021
Q4 		$71K Hold
909
– – 0.01% 226
2021
Q3 		$71K Buy
909
+251
+38% +$20.1K 0.01% 221
2021
Q2 		$52K Buy
658
+417
+173% +$33.1K 0.01% 235
2021
Q1 		$18K Buy
+241
New +$18.1K ﹤0.01% 336

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Bogart Wealth LLC's EFA Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares MSCI EAFE ETF (EFA) stake by 175% in Q2 2026, buying an estimated $72K and bringing the position to 1,100 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Bogart Wealth LLC first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Bogart Wealth LLC held 1,100 shares of iShares MSCI EAFE ETF worth $114K as of Q2 2026.
  • Bogart Wealth LLC bought 700 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #364 holding.
  • Bogart Wealth LLC first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.