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

Darwin 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	$14.3M	Buy	137,912 +4,233	+3%	+$435K	3.92%	3
2026 Q1	$13M	Sell	133,679 -23,688	-15%	-$2.37M	4.04%	3
2025 Q4	$15.1M	Buy	157,367 +4,040	+3%	+$383K	4.69%	1
2025 Q3	$14.3M	Buy	153,327 +7,436	+5%	+$676K	4.55%	1
2025 Q2	$13M	Sell	145,891 -6,342	-4%	-$541K	4.51%	2
2025 Q1	$11.5M	Hold	152,233	–	–	3.87%	2
2024 Q4	$11.5M	Sell	152,233 -10,851	-7%	-$859K	3.87%	2
2024 Q3	$13.6M	Buy	+163,084	New	+$13.1M	3.74%	3
2024 Q2	–	Sell	-162,041	Closed	-$12.9M	–	94
2024 Q1	$12.9M	Sell	162,041 -16,144	-9%	-$1.23M	3.61%	3
2023 Q4	$13.4M	Buy	178,185 +34,756	+24%	+$2.46M	3.6%	4
2023 Q3	$9.89M	Buy	143,429 +736	+0.5%	+$52.7K	2.66%	10
2023 Q2	$10.2M	Buy	142,693 +134	+0.1%	+$9.73K	2.63%	12
2023 Q1	$10.4M	Buy	142,559 +22,142	+18%	+$1.55M	2.82%	11
2022 Q4	$8.49M	Sell	120,417 -19,705	-14%	-$1.23M	2.2%	15
2022 Q3	$8.04M	Sell	140,122 -20,545	-13%	-$1.28M	2.01%	15
2022 Q2	$10.4M	Buy	160,667 +30,770	+24%	+$2.09M	2.1%	13
2022 Q1	$9.56M	Sell	129,897 -65,124	-33%	-$4.87M	1.57%	16
2021 Q4	$15.1M	Buy	195,021 +73,406	+60%	+$5.81M	2.38%	12
2021 Q3	$9.49M	Buy	121,615 +43,340	+55%	+$3.47M	1.52%	18
2021 Q2	$6.17M	Buy	78,275 +59,284	+312%	+$4.71M	1%	23
2021 Q1	$1.44M	Buy	+18,991	New	+$1.43M	0.25%	70
2020 Q2	–	Sell	-81	Closed	-$4K	–	311
2020 Q1	$4K	Buy	+81	New	+$5.14K	﹤0.01%	612
2018 Q1	–	Sell	-58,812	Closed	-$4.13M	–	133
2017 Q4	$4.13M	Buy	+58,812	New	+$4.09M	1.77%	12
2017 Q3	–	Sell	-55,626	Closed	-$3.63M	–	108
2017 Q2	$3.63M	Sell	55,626 -2,487	-4%	-$161K	2%	12
2017 Q1	$3.62M	Buy	+58,113	New	+$3.51M	2.1%	13

Other funds holding EFA

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

Darwin Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2026, buying an estimated $435K and bringing the position to 137,912 shares worth $14.3M. The position accounts for 3.92% of the portfolio, ranked #3.

Darwin Wealth Management first reported a position in EFA in Q1 2017 and has held it in 25 quarters since. The position peaked at $15.1M in Q4 2025. 855 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Darwin Wealth Management held 137,912 shares of iShares MSCI EAFE ETF worth $14.3M as of Q2 2026.
Darwin Wealth Management bought 4,233 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $435K.
iShares MSCI EAFE ETF made up 3.92% of Darwin Wealth Management's portfolio in Q2 2026, its #3 holding.
Darwin Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 25 quarters since.
Darwin Wealth Management's iShares MSCI EAFE ETF position peaked at $15.1M in Q4 2025.
855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.