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Brio Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

Brio Consultants’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 		$8.22M Sell
79,094
-795
-1% -$81.8K 0.96% 27
2026
Q1 		$8.15M Buy
79,889
+564
+0.7% +$56.4K 1% 27
2025
Q4 		$7.62M Buy
79,325
+3,196
+4% +$303K 0.99% 24
2025
Q3 		$7.11M Buy
76,129
+978
+1% +$88.9K 0.98% 25
2025
Q2 		$6.72M Buy
75,151
+4,316
+6% +$368K 0.98% 26
2025
Q1 		$5.79M Buy
70,835
+5,397
+8% +$435K 0.91% 29
2024
Q4 		$4.95M Buy
65,438
+4,694
+8% +$372K 0.77% 32
2024
Q3 		$5.08M Buy
60,744
+3,453
+6% +$278K 0.81% 34
2024
Q2 		$4.49M Buy
57,291
+4,280
+8% +$339K 0.74% 34
2024
Q1 		$4.23M Sell
53,011
-3,001
-5% -$230K 0.71% 34
2023
Q4 		$4.22M Buy
56,012
+9,018
+19% +$637K 0.75% 33
2023
Q3 		$3.24M Buy
46,994
+634
+1% +$45.4K 0.61% 37
2023
Q2 		$3.36M Sell
46,360
-1,199
-3% -$87.1K 0.61% 36
2023
Q1 		$3.4M Sell
47,559
-3,168
-6% -$222K 0.63% 37
2022
Q4 		$3.33M Buy
50,727
+525
+1% +$32.9K 0.66% 38
2022
Q3 		$2.91M Buy
50,202
+32,311
+181% +$2.01M 0.62% 38
2022
Q2 		$1.1M Sell
17,891
-648,766
-97% -$44.2M 0.25% 40
2022
Q1 		$49.1M Buy
666,657
+58,841
+10% +$4.4M 10.46% 2
2021
Q4 		$47.8M Buy
607,816
+41,863
+7% +$3.32M 11.24% 2
2021
Q3 		$44.1M Buy
565,953
+36,866
+7% +$2.95M 10.72% 1
2021
Q2 		$41.7M Buy
529,087
+22,267
+4% +$1.77M 10.66% 2
2021
Q1 		$38.5M Buy
506,820
+31,115
+7% +$2.34M 11.32% 1
2020
Q4 		$34.7M Sell
475,705
-45,260
-9% -$3.1M 11.21% 1
2020
Q3 		$33.2M Buy
520,965
+7,997
+2% +$512K 10.01% 2
2020
Q2 		$31.2M Buy
512,968
+193,456
+61% +$11.2M 10.43% 2
2020
Q1 		$17.1M Sell
319,512
-1,026
-0.3% -$65.1K 6.82% 2
2019
Q4 		$22.3M Buy
320,538
+310,634
+3,136% +$21M 7.49% 2
2019
Q3 		$646K Buy
9,904
+761
+8% +$49K 0.24% 39
2019
Q2 		$601K Buy
9,143
+1,370
+18% +$89.7K 0.24% 42
2019
Q1 		$504K Sell
7,773
-68
-0.9% -$4.28K 0.22% 41
2018
Q4 		$461K Buy
+7,841
New +$490K 0.24% 41

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

Brio Consultants's EFA Position: Q2 2026 in Review

Brio Consultants reduced its iShares MSCI EAFE ETF (EFA) stake by 1% in Q2 2026, selling an estimated $81.8K and leaving 79,094 shares worth $8.22M. The position accounts for 0.96% of the portfolio, ranked #27.

Brio Consultants first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $49.1M in Q1 2022. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Brio Consultants held 79,094 shares of iShares MSCI EAFE ETF worth $8.22M as of Q2 2026.
  • Brio Consultants sold 795 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $81.8K.
  • iShares MSCI EAFE ETF made up 0.96% of Brio Consultants's portfolio in Q2 2026, its #27 holding.
  • Brio Consultants first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Brio Consultants's iShares MSCI EAFE ETF position peaked at $49.1M in Q1 2022.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.