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Counterweight Ventures’s iShares MSCI EAFE ETF EFA Stock Holding History

Counterweight Ventures’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 		$3.41M Sell
32,796
-465
-1% -$47.8K 1.7% 20
2026
Q1 		$3.23M Buy
33,261
+6,151
+23% +$615K 1.81% 19
2025
Q4 		$2.6M Buy
27,110
+219
+0.8% +$20.8K 1.46% 26
2025
Q3 		$2.51M Sell
26,891
-1,423
-5% -$129K 1.47% 25
2025
Q2 		$2.53M Buy
28,314
+783
+3% +$66.9K 1.65% 24
2025
Q1 		$2.25M Buy
27,531
+1,072
+4% +$86.4K 1.61% 25
2024
Q4 		$2M Buy
26,459
+1,192
+5% +$94.4K 1.41% 28
2024
Q3 		$2.11M Buy
25,267
+17,071
+208% +$1.37M 1.5% 29
2024
Q2 		$642K Buy
8,196
+244
+3% +$19.3K 0.48% 45
2024
Q1 		$635K Sell
7,952
-22,082
-74% -$1.69M 0.51% 46
2023
Q4 		$2.26M Buy
+30,034
New +$2.12M 2.06% 21

Other funds holding EFA

Truist Financial
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
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Counterweight Ventures's EFA Position: Q2 2026 in Review

Counterweight Ventures reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $47.8K and leaving 32,796 shares worth $3.41M. The position accounts for 1.7% of the portfolio, ranked #20.

Counterweight Ventures first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Counterweight Ventures held 32,796 shares of iShares MSCI EAFE ETF worth $3.41M as of Q2 2026.
  • Counterweight Ventures sold 465 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $47.8K.
  • iShares MSCI EAFE ETF made up 1.7% of Counterweight Ventures's portfolio in Q2 2026, its #20 holding.
  • Counterweight Ventures first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.