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BSW Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

BSW Wealth Partners’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 		$5.37M Sell
51,715
-3,872
-7% -$398K 0.6% 29
2026
Q1 		$5.4M Sell
55,587
-2,331
-4% -$233K 0.66% 28
2025
Q4 		$5.56M Sell
57,918
-812
-1% -$77K 0.67% 28
2025
Q3 		$5.48M Sell
58,730
-2,481
-4% -$226K 0.68% 27
2025
Q2 		$5.47M Sell
61,211
-6,801
-10% -$581K 0.75% 27
2025
Q1 		$5.56M Sell
68,012
-1,857
-3% -$150K 0.84% 24
2024
Q4 		$5.28M Sell
69,869
-3,334
-5% -$264K 0.78% 27
2024
Q3 		$6.12M Sell
73,203
-953
-1% -$76.7K 0.92% 21
2024
Q2 		$5.81M Sell
74,156
-14,450
-16% -$1.14M 0.95% 21
2024
Q1 		$7.08M Sell
88,606
-1,231
-1% -$94.2K 1.2% 17
2023
Q4 		$6.77M Sell
89,837
-1,915
-2% -$135K 1.34% 12
2023
Q3 		$6.32M Sell
91,752
-3,274
-3% -$235K 1.41% 13
2023
Q2 		$6.89M Sell
95,026
-9,154
-9% -$665K 1.44% 14
2023
Q1 		$7.45M Sell
104,180
-1,143
-1% -$79.9K 1.53% 12
2022
Q4 		$6.91M Sell
105,323
-22,200
-17% -$1.39M 1.48% 13
2022
Q3 		$7.14M Sell
127,523
-68
-0.1% -$4.24K 1.75% 11
2022
Q2 		$7.97M Sell
127,591
-14,908
-10% -$1.01M 1.91% 11
2022
Q1 		$10.5M Sell
142,499
-804
-0.6% -$60.1K 2.65% 8
2021
Q4 		$11.3M Sell
143,303
-3,329
-2% -$264K 2.83% 8
2021
Q3 		$11.4M Sell
146,632
-425
-0.3% -$34K 3.2% 7
2021
Q2 		$11.6M Sell
147,057
-11,226
-7% -$892K 3.19% 7
2021
Q1 		$12M Sell
158,283
-25,627
-14% -$1.93M 3.47% 6
2020
Q4 		$13.4M Buy
183,910
+2,596
+1% +$178K 4.12% 6
2020
Q3 		$11.5M Sell
181,314
-5,898
-3% -$377K 4.33% 5
2020
Q2 		$11.4M Sell
187,212
-100
-0.1% -$5.78K 3.82% 5
2020
Q1 		$10M Sell
187,312
-30,875
-14% -$1.96M 4.16% 5
2019
Q4 		$15.2M Sell
218,187
-6,944
-3% -$469K 5.16% 4
2019
Q3 		$14.7M Sell
225,131
-21,146
-9% -$1.36M 5.65% 4
2019
Q2 		$16.2M Sell
246,277
-5,291
-2% -$346K 6.12% 4
2019
Q1 		$16.3M Sell
251,568
-81,884
-25% -$5.16M 6.46% 4
2018
Q4 		$19.6M Sell
333,452
-10,597
-3% -$662K 7.4% 3
2018
Q3 		$23.4M Buy
344,049
+8,273
+2% +$559K 8.91% 3
2018
Q2 		$22.5M Sell
335,776
-771
-0.2% -$54.1K 9.72% 3
2018
Q1 		$23.5M Sell
336,547
-27,901
-8% -$1.99M 10.5% 3
2017
Q4 		$25.6M Sell
364,448
-401
-0.1% -$27.9K 10.66% 3
2017
Q3 		$25M Sell
364,849
-9,060
-2% -$606K 10.89% 3
2017
Q2 		$24.4M Sell
373,909
-4,883
-1% -$316K 11.1% 3
2017
Q1 		$23.6M Sell
378,792
-26,715
-7% -$1.61M 11.68% 3
2016
Q4 		$23.4M Buy
405,507
+356,807
+733% +$20.6M 12.23% 3
2016
Q3 		$824K Sell
48,700
-797,404
-94% -$46.2M 28.43% 1
2016
Q2 		$47.2M Buy
846,104
+19,260
+2% +$1.11M 25.97% 1
2016
Q1 		$47.3M Buy
826,844
+152,917
+23% +$8.43M 26.62% 1
2015
Q4 		$39.6M Buy
673,927
+145,370
+28% +$8.76M 19.78% 2
2015
Q3 		$30.3M Sell
528,557
-14,844
-3% -$916K 18.06% 2
2015
Q2 		$34.5M Sell
543,401
-11,536
-2% -$768K 21.91% 2
2015
Q1 		$35.6M Sell
554,937
-17,854
-3% -$1.12M 22.64% 1
2014
Q4 		$34.8M Sell
572,791
-13,276
-2% -$829K 28.14% 1
2014
Q3 		$37.6M Buy
586,067
+21,847
+4% +$1.46M 29.42% 1
2014
Q2 		$38.6M Sell
564,220
-3,170
-0.6% -$217K 30.42% 1
2014
Q1 		$38.1M Buy
567,390
+1,668
+0.3% +$110K 30.85% 1
2013
Q4 		$38M Buy
565,722
+9,393
+2% +$614K 30.32% 1
2013
Q3 		$35.5M Sell
556,329
-777
-0.1% -$47.6K 30.88% 1
2013
Q2 		$31.9M Buy
+557,106
New +$33.7M 28.04% 1

Other funds holding EFA

GF
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BSW Wealth Partners's EFA Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 7% in Q2 2026, selling an estimated $398K and leaving 51,715 shares worth $5.37M. The position accounts for 0.6% of the portfolio, ranked #29.

BSW Wealth Partners first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.3M in Q1 2016. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • BSW Wealth Partners held 51,715 shares of iShares MSCI EAFE ETF worth $5.37M as of Q2 2026.
  • BSW Wealth Partners sold 3,872 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $398K.
  • iShares MSCI EAFE ETF made up 0.6% of BSW Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • BSW Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • BSW Wealth Partners's iShares MSCI EAFE ETF position peaked at $47.3M in Q1 2016.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.