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

Connecticut 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	$6.83M	Sell	65,790 -395	-0.6%	-$40.6K	0.25%	47
2026 Q1	$6.43M	Buy	66,185 +3,797	+6%	+$380K	0.27%	47
2025 Q4	$5.99M	Sell	62,388 -8,242	-12%	-$782K	0.26%	48
2025 Q3	$6.59M	Buy	70,630 +8,731	+14%	+$794K	0.29%	50
2025 Q2	$5.53M	Sell	61,899 -1,674	-3%	-$143K	0.26%	54
2025 Q1	$5.2M	Sell	63,573 -932	-1%	-$75.1K	0.27%	57
2024 Q4	$4.88M	Sell	64,505 -2,589	-4%	-$205K	0.24%	49
2024 Q3	$5.61M	Sell	67,094 -657	-1%	-$52.9K	0.27%	58
2024 Q2	$5.31M	Sell	67,751 -6,516	-9%	-$516K	0.27%	60
2024 Q1	$5.93M	Sell	74,267 -2,346	-3%	-$179K	0.32%	51
2023 Q4	$5.77M	Buy	76,613 +1,078	+1%	+$76.2K	0.33%	49
2023 Q3	$5.21M	Buy	75,535 +21,613	+40%	+$1.55M	0.36%	47
2023 Q2	$3.91M	Buy	53,922 +4,461	+9%	+$324K	0.27%	52
2023 Q1	$3.54M	Buy	49,461 +38,414	+348%	+$2.69M	0.27%	56
2022 Q4	$725K	Buy	11,047 +143	+1%	+$8.96K	0.06%	101
2022 Q3	$611K	Sell	10,904 -1	-0%	-$62	0.06%	100
2022 Q2	$681K	Buy	10,905 +901	+9%	+$61.3K	0.06%	104
2022 Q1	$736K	Buy	10,004 +3	+0%	+$224	0.06%	101
2021 Q4	$787K	Buy	10,001 +157	+2%	+$12.4K	0.06%	96
2021 Q3	$768K	Hold	9,844	–	–	0.07%	91
2021 Q2	$776K	Buy	+9,844	New	+$782K	0.07%	91
2020 Q4	–	Sell	-14,025	Closed	-$893K	–	194
2020 Q3	$893K	Buy	14,025 +4,576	+48%	+$293K	0.1%	88
2020 Q2	$575K	Buy	9,449 +272	+3%	+$15.7K	0.07%	81
2020 Q1	$491K	Sell	9,177 -1,013	-10%	-$64.3K	0.07%	91
2019 Q4	$708K	Buy	10,190 +789	+8%	+$53.3K	0.08%	91
2019 Q3	$613K	Hold	9,401	–	–	0.08%	93
2019 Q2	$618K	Buy	9,401 +158	+2%	+$10.3K	0.08%	92
2019 Q1	$599K	Hold	9,243	–	–	0.21%	36
2018 Q4	$543K	Buy	9,243 +1,171	+15%	+$73.1K	0.24%	37
2018 Q3	$549K	Sell	8,072 -200	-2%	-$13.5K	0.24%	36
2018 Q2	$549K	Hold	8,272	–	–	0.26%	35
2018 Q1	$568K	Buy	8,272 +124	+2%	+$8.84K	0.32%	32
2017 Q4	$589K	Sell	8,148 -184	-2%	-$12.8K	0.32%	31
2017 Q3	$570K	Buy	8,332 +348	+4%	+$23.3K	0.34%	34
2017 Q2	$519K	Buy	7,984 +284	+4%	+$18.4K	0.32%	33
2017 Q1	$476K	Buy	7,700 +140	+2%	+$8.46K	0.29%	35
2016 Q4	$448K	Buy	+7,560	New	+$436K	0.29%	34

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Connecticut Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.6% in Q2 2026, selling an estimated $40.6K and leaving 65,790 shares worth $6.83M. The position accounts for 0.25% of the portfolio, ranked #47.

Connecticut Wealth Management first reported a position in EFA in Q4 2016 and has held it in 37 quarters since. 1,146 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Connecticut Wealth Management held 65,790 shares of iShares MSCI EAFE ETF worth $6.83M as of Q2 2026.
Connecticut Wealth Management sold 395 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $40.6K.
iShares MSCI EAFE ETF made up 0.25% of Connecticut Wealth Management's portfolio in Q2 2026, its #47 holding.
Connecticut Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 37 quarters since.
1,146 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.