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Cove Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Cove Private Wealth’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 		$900K Buy
8,666
+3,385
+64% +$348K 0.17% 98
2026
Q1 		$513K Buy
5,281
+1,789
+51% +$179K 0.12% 119
2025
Q4 		$335K Hold
3,492
– – 0.1% 132
2025
Q3 		$326K Hold
3,492
– – 0.1% 126
2025
Q2 		$312K Buy
+3,492
New +$298K 0.11% 128

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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

Cove Private Wealth's EFA Position: Q2 2026 in Review

Cove Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 64% in Q2 2026, buying an estimated $348K and bringing the position to 8,666 shares worth $900K. The position accounts for 0.17% of the portfolio, ranked #98.

Cove Private Wealth first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 1,101 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cove Private Wealth held 8,666 shares of iShares MSCI EAFE ETF worth $900K as of Q2 2026.
  • Cove Private Wealth bought 3,385 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $348K.
  • iShares MSCI EAFE ETF made up 0.17% of Cove Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Cove Private Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,101 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.