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 Q2	$245K	Buy	+2,363	New	+$243K	0.05%	124

Other funds holding EFA

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Brown Wealth Management's EFA Position: Q2 2026 in Review

Brown Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,363 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings.

584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Brown Wealth Management held 2,363 shares of iShares MSCI EAFE ETF worth $245K as of Q2 2026.
iShares MSCI EAFE ETF was a new Brown Wealth Management position in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Brown Wealth Management's portfolio in Q2 2026, its #124 holding.
584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.