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Castellan Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Castellan Group’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 		$727K Buy
+6,995
New +$719K 0.08% 33
2021
Q3 		– Sell
-13,200
Closed -$1.04M – 80
2021
Q2 		$1.04M Hold
13,200
– – 0.44% 60
2021
Q1 		$1M Hold
13,200
– – 0.53% 60
2020
Q4 		$963K Buy
+13,200
New +$903K 1.04% 50

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Castellan Group's EFA Position: Q2 2026 in Review

Castellan Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 6,995 shares worth $727K. The stake represents 0.08% of the portfolio and ranks #33 among its holdings. This is a return to the name: Castellan Group previously reported a position in EFA as recently as Q2 2021.

Castellan Group first reported a position in EFA in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Castellan Group held 6,995 shares of iShares MSCI EAFE ETF worth $727K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Castellan Group position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Castellan Group's portfolio in Q2 2026, its #33 holding.
  • Castellan Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 4 quarters since.
  • Castellan Group's iShares MSCI EAFE ETF position peaked at $1.04M in Q2 2021.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.