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Brown Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Brown Wealth 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
Q3 		$245K Hold
2,363
– – 0.05% 122
2026
Q2 		$245K Buy
+2,363
New +$243K 0.05% 124

Other funds holding EFA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Brown Wealth Management's EFA Position: Q3 2026 in Review

Brown Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,363 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #122.

Brown Wealth Management first reported a position in EFA in Q2 2026 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Brown Wealth Management held 2,363 shares of iShares MSCI EAFE ETF worth $245K as of Q3 2026.
  • Brown Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Brown Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Brown Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.