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

Curated 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 		– Sell
-19,810
Closed -$1.92M – 849
2026
Q1 		$1.92M Hold
19,810
– – 0.24% 33
2025
Q4 		$1.9M Buy
19,810
+375
+2% +$35.6K 0.21% 39
2025
Q3 		$1.81M Hold
19,435
– – 0.22% 33
2025
Q2 		$1.74M Hold
19,435
– – 0.2% 31
2025
Q1 		$1.59M Sell
19,435
-405
-2% -$32.6K 0.21% 31
2024
Q4 		$1.5M Hold
19,840
– – 0.17% 35
2024
Q3 		$1.66M Buy
19,840
+9,165
+86% +$737K 0.21% 29
2024
Q2 		$836K Buy
+10,675
New +$846K 0.12% 52
2024
Q1 		– Sell
-32,151
Closed -$2.46M – 179
2023
Q4 		$2.42M Buy
32,151
+16,871
+110% +$1.19M 0.4% 17
2023
Q3 		$1.05M Buy
15,280
+3,135
+26% +$225K 0.19% 33
2023
Q2 		$881K Hold
12,145
– – 0.17% 45
2023
Q1 		$869K Sell
12,145
-4,175
-26% -$292K 0.2% 40
2022
Q4 		$1.07M Buy
16,320
+5,070
+45% +$318K 0.26% 33
2022
Q3 		$630K Hold
11,250
– – 0.19% 47
2022
Q2 		$703K Buy
11,250
+1,535
+16% +$104K 0.21% 44
2022
Q1 		$764K Hold
9,715
– – 0.26% 46
2021
Q4 		$764K Sell
9,715
-2,185
-18% -$173K 0.25% 48
2021
Q3 		$928K Sell
11,900
-2,800
-19% -$224K 0.52% 33
2021
Q2 		$1.16M Hold
14,700
– – 0.63% 27
2021
Q1 		$1.11M Sell
14,700
-15,794
-52% -$1.19M 0.69% 27
2020
Q4 		$2.23M Buy
+30,494
New +$2.09M 1.44% 13

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Curated Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 19,810 shares — an estimated $1.92M sold.

Curated Wealth Partners first reported a position in EFA in Q4 2020 and held it in 21 quarters. The position peaked at $2.42M in Q4 2023. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Curated Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 19,810 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.92M.
  • Curated Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's iShares MSCI EAFE ETF position peaked at $2.42M in Q4 2023.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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