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

Chemistry 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 		$804K Sell
7,743
-97
-1% -$9.98K 0.13% 103
2026
Q1 		$761K Hold
7,840
– – 0.13% 96
2025
Q4 		$753K Sell
7,840
-356
-4% -$33.8K 0.14% 100
2025
Q3 		$765K Hold
8,196
– – 0.15% 93
2025
Q2 		$733K Hold
8,196
– – 0.16% 91
2025
Q1 		$670K Buy
8,196
+233
+3% +$18.8K 0.16% 88
2024
Q4 		$602K Buy
7,963
+1,662
+26% +$132K 0.14% 90
2024
Q3 		$527K Hold
6,301
– – 0.12% 100
2024
Q2 		$494K Sell
6,301
-170
-3% -$13.5K 0.13% 98
2024
Q1 		$517K Hold
6,471
– – 0.14% 95
2023
Q4 		$488K Hold
6,471
– – 0.15% 91
2023
Q3 		$446K Hold
6,471
– – 0.15% 90
2023
Q2 		$469K Hold
6,471
– – 0.15% 91
2023
Q1 		$463K Buy
6,471
+66
+1% +$4.62K 0.16% 94
2022
Q4 		$420K Hold
6,405
– – 0.16% 93
2022
Q3 		$359K Sell
6,405
-155
-2% -$9.66K 0.14% 102
2022
Q2 		$410K Hold
6,560
– – 0.16% 98
2022
Q1 		$483K Buy
6,560
+3,037
+86% +$227K 0.17% 88
2021
Q4 		$277K Buy
+3,523
New +$279K 0.23% 71

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Chemistry Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $9.98K and leaving 7,743 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #103.

Chemistry Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Chemistry Wealth Management held 7,743 shares of iShares MSCI EAFE ETF worth $804K as of Q2 2026.
  • Chemistry Wealth Management sold 97 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.98K.
  • iShares MSCI EAFE ETF made up 0.13% of Chemistry Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Chemistry Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.