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

Corepath 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 		$12.4M Buy
119,686
+2,049
+2% +$211K 7.72% 2
2026
Q1 		$12M Sell
117,637
-2,678
-2% -$268K 8.11% 2
2025
Q4 		$12M Buy
120,315
+3,606
+3% +$342K 8.02% 2
2025
Q3 		$11.1M Buy
116,709
+3,878
+3% +$353K 8.07% 2
2025
Q2 		$10.1M Buy
112,831
+1,527
+1% +$130K 8.52% 3
2025
Q1 		$9.16M Buy
111,304
+3,483
+3% +$281K 8.73% 4
2024
Q4 		$8.1M Buy
107,821
+3,652
+4% +$289K 7.89% 4
2024
Q3 		$8.6M Buy
104,169
+2,888
+3% +$232K 8.35% 3
2024
Q2 		$8.07M Buy
101,281
+1,462
+1% +$116K 8.51% 3
2024
Q1 		$7.76M Sell
99,819
-112,072
-53% -$8.57M 8.59% 4
2023
Q4 		$15.7M Buy
211,891
+1,699
+0.8% +$120K 8.76% 4
2023
Q3 		$14.4M Buy
210,192
+5,526
+3% +$396K 8.67% 4
2023
Q2 		$15.1M Sell
204,666
-7,479
-4% -$543K 8.86% 4
2023
Q1 		$15.7M Buy
212,145
+4,238
+2% +$296K 9.83% 3
2022
Q4 		$14.2M Buy
207,907
+2,573
+1% +$161K 9.48% 3
2022
Q3 		$11.8M Buy
205,334
+8,626
+4% +$538K 8.75% 3
2022
Q2 		$11.9M Buy
196,708
+3,364
+2% +$229K 8.8% 3
2022
Q1 		$13.6M Buy
193,344
+17,972
+10% +$1.34M 9.43% 3
2021
Q4 		$13.7M Buy
175,372
+4,969
+3% +$394K 9.79% 3
2021
Q3 		$13.3M Buy
170,403
+1,544
+0.9% +$124K 10.19% 3
2021
Q2 		$13.6M Buy
168,859
+8,453
+5% +$671K 10.5% 2
2021
Q1 		$12.5M Buy
160,406
+9,426
+6% +$710K 11% 2
2020
Q4 		$11.1M Buy
+150,980
New +$10.3M 11.52% 2

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

Corepath Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q2 2026, buying an estimated $211K and bringing the position to 119,686 shares worth $12.4M. The position accounts for 7.72% of the portfolio, ranked #2.

Corepath Wealth Partners first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.7M in Q4 2023. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Corepath Wealth Partners held 119,686 shares of iShares MSCI EAFE ETF worth $12.4M as of Q2 2026.
  • Corepath Wealth Partners bought 2,049 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $211K.
  • iShares MSCI EAFE ETF made up 7.72% of Corepath Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Corepath Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares MSCI EAFE ETF position peaked at $15.7M in Q4 2023.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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