CWA Asset Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

CWA Asset Management Group’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	$983K	Sell	9,466 -1,474	-13%	-$152K	0.03%	396
2026 Q1	$1.06M	Buy	10,940 +1,765	+19%	+$177K	0.04%	369
2025 Q4	$881K	Hold	9,175	–	–	0.03%	377
2025 Q3	$857K	Sell	9,175 -4,120	-31%	-$375K	0.03%	382
2025 Q2	$1.19M	Buy	13,295 +4,190	+46%	+$358K	0.05%	301
2025 Q1	$744K	Sell	9,105 -3,077	-25%	-$248K	0.04%	348
2024 Q4	$921K	Buy	12,182 +4,835	+66%	+$383K	0.05%	271
2024 Q3	$614K	Buy	+7,347	New	+$591K	0.03%	327
2022 Q3	–	Sell	-3,891	Closed	-$243K	–	312
2022 Q2	$243K	Sell	3,891 -216	-5%	-$14.7K	0.02%	257
2022 Q1	$302K	Sell	4,107 -203	-5%	-$15.2K	0.02%	236
2021 Q4	$339K	Sell	4,310 -243	-5%	-$19.2K	0.03%	221
2021 Q3	$355K	Buy	4,553 +33	+0.7%	+$2.64K	0.03%	208
2021 Q2	$357K	Sell	4,520 -4,006	-47%	-$318K	0.03%	202
2021 Q1	$647K	Buy	8,526 +4,902	+135%	+$369K	0.06%	154
2020 Q4	$264K	Buy	+3,624	New	+$248K	0.03%	219
2020 Q2	–	Sell	-4,677	Closed	-$250K	–	225
2020 Q1	$250K	Buy	+4,677	New	+$297K	0.05%	182

Other funds holding EFA

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

CWA Asset Management Group's EFA Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares MSCI EAFE ETF (EFA) stake by 13% in Q2 2026, selling an estimated $152K and leaving 9,466 shares worth $983K. The position accounts for 0.03% of the portfolio, ranked #396.

CWA Asset Management Group first reported a position in EFA in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2025. 832 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CWA Asset Management Group held 9,466 shares of iShares MSCI EAFE ETF worth $983K as of Q2 2026.
CWA Asset Management Group sold 1,474 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $152K.
iShares MSCI EAFE ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #396 holding.
CWA Asset Management Group first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 16 quarters since.
CWA Asset Management Group's iShares MSCI EAFE ETF position peaked at $1.19M in Q2 2025.
832 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.