Brandywine Oak Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Brandywine Oak Private Wealth’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	$1.32M	Hold	12,686	–	–	0.1%	99
2026 Q1	$1.23M	Sell	12,686 -31	-0.2%	-$3.1K	0.1%	95
2025 Q4	$1.22M	Hold	12,717	–	–	0.1%	95
2025 Q3	$1.19M	Hold	12,717	–	–	0.1%	93
2025 Q2	$1.14M	Hold	12,717	–	–	0.11%	96
2025 Q1	$1.04M	Sell	12,717 -26	-0.2%	-$2.1K	0.1%	98
2024 Q4	$963K	Hold	12,743	–	–	0.09%	101
2024 Q3	$1.07M	Hold	12,743	–	–	0.1%	98
2024 Q2	$998K	Hold	12,743	–	–	0.1%	99
2024 Q1	$1.02M	Hold	12,743	–	–	0.11%	96
2023 Q4	$960K	Hold	12,743	–	–	0.11%	99
2023 Q3	$878K	Hold	12,743	–	–	0.1%	99
2023 Q2	$924K	Sell	12,743 -4,216	-25%	-$306K	0.1%	102
2023 Q1	$1.21M	Buy	16,959 +2,147	+14%	+$150K	0.14%	87
2022 Q4	$972K	Buy	+14,812	New	+$928K	0.12%	96
2019 Q1	–	Sell	-155	Closed	-$9K	–	320
2018 Q4	$9K	Buy	+155	New	+$9.68K	﹤0.01%	515

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Brandywine Oak Private Wealth's EFA Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 12,686 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #99.

Brandywine Oak Private Wealth first reported a position in EFA in Q4 2018 and has held it in 16 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Brandywine Oak Private Wealth held 12,686 shares of iShares MSCI EAFE ETF worth $1.32M as of Q2 2026.
Brandywine Oak Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #99 holding.
Brandywine Oak Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.