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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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. 2,267 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.
2,267 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.