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Brady Martz Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Brady Martz Wealth Solutions’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 		$251K Hold
2,416
– – 0.04% 200
2026
Q1 		$235K Hold
2,416
– – 0.04% 179
2025
Q4 		$232K Buy
+2,416
New +$229K 0.04% 167

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Brady Martz Wealth Solutions's EFA Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,416 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #200.

Brady Martz Wealth Solutions first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Brady Martz Wealth Solutions held 2,416 shares of iShares MSCI EAFE ETF worth $251K as of Q2 2026.
  • Brady Martz Wealth Solutions left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #200 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.