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

CFM 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	$1.98M	Buy	19,045 +5,277	+38%	+$543K	0.25%	67
2026 Q1	$1.34M	Buy	13,768 +1,660	+14%	+$166K	0.2%	69
2025 Q4	$1.16M	Sell	12,108 -746	-6%	-$70.8K	0.17%	73
2025 Q3	$1.2M	Hold	12,854	–	–	0.17%	69
2025 Q2	$1.15M	Buy	12,854 +2,108	+20%	+$180K	0.18%	73
2025 Q1	$878K	Hold	10,746	–	–	0.15%	83
2024 Q4	$813K	Buy	10,746 +253	+2%	+$20K	0.14%	83
2024 Q3	$878K	Buy	10,493 +484	+5%	+$38.9K	0.15%	84
2024 Q2	$784K	Sell	10,009 -166	-2%	-$13.1K	0.14%	85
2024 Q1	$813K	Sell	10,175 -1,158	-10%	-$88.6K	0.16%	83
2023 Q4	$854K	Hold	11,333	–	–	0.19%	82
2023 Q3	$781K	Buy	11,333 +6,552	+137%	+$469K	0.2%	79
2023 Q2	$347K	Buy	4,781 +487	+11%	+$35.4K	0.08%	133
2023 Q1	$307K	Sell	4,294 -513	-11%	-$35.9K	0.08%	127
2022 Q4	$316K	Hold	4,807	–	–	0.09%	130
2022 Q3	$269K	Buy	4,807 +459	+11%	+$28.6K	0.09%	130
2022 Q2	$272K	Sell	4,348 -207	-5%	-$14.1K	0.08%	138
2022 Q1	$335K	Buy	4,555 +434	+11%	+$32.5K	0.08%	142
2021 Q4	$326K	Hold	4,121	–	–	0.07%	140
2021 Q3	$321K	Sell	4,121 -374	-8%	-$29.9K	0.08%	139
2021 Q2	$355K	Hold	4,495	–	–	0.09%	119
2021 Q1	$341K	Hold	4,495	–	–	0.1%	116
2020 Q4	$328K	Sell	4,495 -72	-2%	-$4.92K	0.1%	111
2020 Q3	$290K	Sell	4,567 -1,775	-28%	-$114K	0.11%	114
2020 Q2	$386K	Hold	6,342	–	–	0.15%	96
2020 Q1	$339K	Sell	6,342 -3,100	-33%	-$197K	0.16%	97
2019 Q4	$663K	Buy	+9,442	New	+$638K	0.24%	73

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CFM Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 38% in Q2 2026, buying an estimated $543K and bringing the position to 19,045 shares worth $1.98M. The position accounts for 0.25% of the portfolio, ranked #67.

CFM Wealth Partners first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CFM Wealth Partners held 19,045 shares of iShares MSCI EAFE ETF worth $1.98M as of Q2 2026.
CFM Wealth Partners bought 5,277 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $543K.
iShares MSCI EAFE ETF made up 0.25% of CFM Wealth Partners's portfolio in Q2 2026, its #67 holding.
CFM Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.