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

Copia 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	$2.92M	Sell	28,090 -354	-1%	-$36.4K	1.75%	15
2026 Q1	$2.76M	Sell	28,444 -6,495	-19%	-$650K	1.9%	15
2025 Q4	$3.36M	Sell	34,939 -1,008	-3%	-$95.6K	2.4%	14
2025 Q3	$3.36M	Buy	35,947 +1,948	+6%	+$177K	2.49%	11
2025 Q2	$3.04M	Buy	33,999 +1,042	+3%	+$89K	2.56%	11
2025 Q1	$2.69M	Buy	32,957 +742	+2%	+$59.8K	2.49%	11
2024 Q4	$2.44M	Buy	+32,215	New	+$2.55M	2.32%	13

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

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

Copia Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $36.4K and leaving 28,090 shares worth $2.92M. The position accounts for 1.75% of the portfolio, ranked #15.

Copia Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Copia Wealth Management held 28,090 shares of iShares MSCI EAFE ETF worth $2.92M as of Q2 2026.
Copia Wealth Management sold 354 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $36.4K.
iShares MSCI EAFE ETF made up 1.75% of Copia Wealth Management's portfolio in Q2 2026, its #15 holding.
Copia Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares MSCI EAFE ETF position peaked at $3.36M in Q3 2025.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.