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Boltwood Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Boltwood Capital 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 		$3.31M Sell
31,827
-225
-0.7% -$23.1K 0.76% 36
2026
Q1 		$3.11M Sell
32,052
-30
-0.1% -$3K 0.79% 32
2025
Q4 		$3.08M Sell
32,082
-35
-0.1% -$3.32K 0.8% 31
2025
Q3 		$3M Sell
32,117
-90
-0.3% -$8.18K 0.8% 33
2025
Q2 		$2.88M Sell
32,207
-515
-2% -$44K 0.82% 30
2025
Q1 		$2.67M Buy
32,722
+218
+0.7% +$17.6K 0.81% 33
2024
Q4 		$2.46M Buy
32,504
+160
+0.5% +$12.7K 0.75% 38
2024
Q3 		$2.7M Buy
32,344
+12
+0% +$966 0.8% 33
2024
Q2 		$2.53M Buy
32,332
+75
+0.2% +$5.94K 0.79% 37
2024
Q1 		$2.58M Sell
32,257
-80
-0.2% -$6.12K 0.8% 35
2023
Q4 		$2.44M Buy
32,337
+315
+1% +$22.3K 0.81% 36
2023
Q3 		$2.21M Buy
32,022
+35
+0.1% +$2.51K 0.82% 35
2023
Q2 		$2.32M Sell
31,987
-265
-0.8% -$19.2K 0.84% 35
2023
Q1 		$2.31M Buy
32,252
+165
+0.5% +$11.5K 0.86% 34
2022
Q4 		$2.11M Sell
32,087
-1,144
-3% -$71.7K 0.86% 34
2022
Q3 		$1.86M Sell
33,231
-545
-2% -$34K 0.85% 34
2022
Q2 		$2.11M Sell
33,776
-53
-0.2% -$3.61K 0.91% 31
2022
Q1 		$2.49M Sell
33,829
-869
-3% -$65K 0.96% 31
2021
Q4 		$2.73M Sell
34,698
-45
-0.1% -$3.56K 1.01% 31
2021
Q3 		$2.71M Buy
34,743
+30
+0.1% +$2.4K 1.09% 29
2021
Q2 		$2.74M Buy
34,713
+235
+0.7% +$18.7K 1.14% 25
2021
Q1 		$2.62M Buy
34,478
+600
+2% +$45.2K 1.16% 23
2020
Q4 		$2.47M Buy
33,878
+521
+2% +$35.6K 1.2% 24
2020
Q3 		$2.12M Buy
33,357
+350
+1% +$22.4K 1.18% 26
2020
Q2 		$2.01M Sell
33,007
-4,848
-13% -$280K 1.21% 27
2020
Q1 		$2.02M Sell
37,855
-25,510
-40% -$1.62M 1.43% 19
2019
Q4 		$4.4M Buy
63,365
+29,159
+85% +$1.97M 2.47% 3
2019
Q3 		$2.23M Hold
34,206
– – 1.4% 22
2019
Q2 		$2.25M Hold
34,206
– – 1.43% 23
2019
Q1 		$2.22M Sell
34,206
-29,561
-46% -$1.86M 1.45% 23
2018
Q4 		$3.75M Buy
63,767
+50,490
+380% +$3.15M 2.57% 5
2018
Q3 		$902K Hold
13,277
– – 0.54% 59
2018
Q2 		$889K Buy
13,277
+3,735
+39% +$262K 0.58% 56
2018
Q1 		$664K Hold
9,542
– – 0.45% 69
2017
Q4 		$670K Sell
9,542
-50
-0.5% -$3.48K 0.41% 76
2017
Q3 		$656K Sell
9,592
-2,210
-19% -$148K 0.43% 76
2017
Q2 		$769K Buy
11,802
+200
+2% +$12.9K 0.52% 66
2017
Q1 		$722K Sell
11,602
-2,000
-15% -$121K 0.51% 67
2016
Q4 		$785K Sell
13,602
-2,701
-17% -$156K 0.6% 56
2016
Q3 		$963K Hold
16,303
– – 0.77% 44
2016
Q2 		$910K Sell
16,303
-1,025
-6% -$59K 0.76% 44
2016
Q1 		$990K Sell
17,328
-1,875
-10% -$103K 0.87% 41
2015
Q4 		$1.13M Buy
19,203
+5,580
+41% +$336K 1.03% 34
2015
Q3 		$781K Sell
13,623
-175
-1% -$10.8K 0.83% 42
2015
Q2 		$876K Buy
13,798
+1,523
+12% +$101K 0.86% 42
2015
Q1 		$788K Hold
12,275
– – 0.23% 62
2014
Q4 		$747K Hold
12,275
– – 0.21% 65
2014
Q3 		$787K Buy
12,275
+785
+7% +$52.4K 0.23% 62
2014
Q2 		$786K Hold
11,490
– – 0.23% 62
2014
Q1 		$772K Sell
11,490
-300
-3% -$19.8K 0.24% 59
2013
Q4 		$791K Sell
11,790
-200
-2% -$13.1K 0.26% 57
2013
Q3 		$765K Buy
11,990
+1,250
+12% +$76.6K 0.28% 57
2013
Q2 		$615K Buy
+10,740
New +$649K 0.25% 57

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Boltwood Capital Management's EFA Position: Q2 2026 in Review

Boltwood Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.7% in Q2 2026, selling an estimated $23.1K and leaving 31,827 shares worth $3.31M. The position accounts for 0.76% of the portfolio, ranked #36.

Boltwood Capital Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.4M in Q4 2019. 478 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Boltwood Capital Management held 31,827 shares of iShares MSCI EAFE ETF worth $3.31M as of Q2 2026.
  • Boltwood Capital Management sold 225 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.1K.
  • iShares MSCI EAFE ETF made up 0.76% of Boltwood Capital Management's portfolio in Q2 2026, its #36 holding.
  • Boltwood Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's iShares MSCI EAFE ETF position peaked at $4.4M in Q4 2019.
  • 478 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.