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Dorato Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Dorato Capital 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 		$48.3K Hold
463
– – 0.03% 181
2026
Q1 		$47.3K Hold
463
– – 0.03% 178
2025
Q4 		$46K Buy
+463
New +$43.9K 0.03% 176

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Dorato Capital Management's EFA Position: Q2 2026 in Review

Dorato Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 463 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #181.

Dorato Capital Management first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,451 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Dorato Capital Management held 463 shares of iShares MSCI EAFE ETF worth $48.3K as of Q2 2026.
  • Dorato Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #181 holding.
  • Dorato Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,451 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.