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

Cornerstone 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 		$683K Sell
6,574
-486
-7% -$50K 0.03% 419
2026
Q1 		$686K Buy
7,060
+217
+3% +$21.7K 0.03% 377
2025
Q4 		$657K Buy
6,843
+338
+5% +$32.1K 0.03% 362
2025
Q3 		$607K Buy
6,505
+1
+0% +$91 0.03% 371
2025
Q2 		$581K Buy
6,504
+2,811
+76% +$240K 0.04% 365
2025
Q1 		$302K Buy
3,693
+83
+2% +$6.69K 0.02% 474
2024
Q4 		$273K Sell
3,610
-652
-15% -$51.6K 0.02% 487
2024
Q3 		$356K Sell
4,262
-653
-13% -$52.5K 0.03% 420
2024
Q2 		$385K Sell
4,915
-125
-2% -$9.9K 0.03% 386
2024
Q1 		$402K Sell
5,040
-841
-14% -$64.3K 0.03% 368
2023
Q4 		$443K Sell
5,881
-219
-4% -$15.5K 0.04% 340
2023
Q3 		$420K Sell
6,100
-997
-14% -$71.4K 0.04% 343
2023
Q2 		$515K Sell
7,097
-1,842
-21% -$134K 0.05% 303
2023
Q1 		$639K Buy
+8,939
New +$625K 0.06% 242
2022
Q3 		$710K Buy
12,684
+441
+4% +$27.5K 0.08% 203
2022
Q2 		$765K Buy
12,243
+1,144
+10% +$77.9K 0.08% 195
2022
Q1 		$817K Buy
11,099
+1,401
+14% +$105K 0.08% 202
2021
Q4 		$760K Buy
9,698
+173
+2% +$13.7K 0.07% 223
2021
Q3 		$743K Sell
9,525
-482
-5% -$38.6K 0.08% 219
2021
Q2 		$789K Sell
10,007
-113
-1% -$8.98K 0.08% 216
2021
Q1 		$768K Buy
10,120
+1,847
+22% +$139K 0.09% 199
2020
Q4 		$604K Sell
8,273
-382
-4% -$26.1K 0.08% 217
2020
Q3 		$551K Sell
8,655
-941
-10% -$60.2K 0.08% 208
2020
Q2 		$584K Sell
9,596
-316
-3% -$18.3K 0.09% 192
2020
Q1 		$530K Sell
9,912
-6,602
-40% -$419K 0.1% 192
2019
Q4 		$1.15M Sell
16,514
-247
-1% -$16.7K 0.19% 115
2019
Q3 		$1.09M Sell
16,761
-510
-3% -$32.9K 0.19% 104
2019
Q2 		$1.13M Buy
17,271
+163
+1% +$10.7K 0.2% 106
2019
Q1 		$1.5M Buy
17,108
+496
+3% +$31.2K 0.18% 137
2018
Q4 		$978K Sell
16,612
-1,870,674
-99% -$117M 0.21% 97
2018
Q3 		$27.6M Buy
1,887,286
+45,395
+2% +$3.07M 0.35% 62
2018
Q2 		$27.8M Buy
1,841,891
+1,814,241
+6,561% +$127M 0.31% 69
2018
Q1 		$1.9M Sell
27,650
-995
-3% -$70.9K 0.36% 53
2017
Q4 		$2.07M Buy
28,645
+1,074
+4% +$74.7K 0.39% 45
2017
Q3 		$1.89M Buy
27,571
+2,131
+8% +$142K 0.39% 42
2017
Q2 		$1.66M Sell
25,440
-2,146
-8% -$139K 0.37% 51
2017
Q1 		$1.71M Buy
27,586
+5,962
+28% +$360K 0.42% 42
2016
Q4 		$1.26M Sell
21,624
-208
-1% -$12K 0.4% 51
2016
Q3 		$1.29M Buy
+21,832
New +$1.27M 0.48% 37
2016
Q1 		$1.23M Buy
+21,130
New +$1.16M 0.93% 23

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 6.9% in Q2 2026, selling an estimated $50K and leaving 6,574 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #419.

Cornerstone Wealth Management first reported a position in EFA in Q1 2016 and has held it in 40 quarters since. The position peaked at $27.8M in Q2 2018. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cornerstone Wealth Management held 6,574 shares of iShares MSCI EAFE ETF worth $683K as of Q2 2026.
  • Cornerstone Wealth Management sold 486 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $50K.
  • iShares MSCI EAFE ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's iShares MSCI EAFE ETF position peaked at $27.8M in Q2 2018.
  • 639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.