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

Elgethun 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	$949K	Hold	9,138	–	–	0.13%	79
2026 Q1	$888K	Hold	9,138	–	–	0.15%	69
2025 Q4	$877K	Buy	9,138 +1	+0%	+$95	0.15%	69
2025 Q3	$859K	Hold	9,137	–	–	0.16%	64
2025 Q2	$817K	Hold	9,137	–	–	0.16%	64
2025 Q1	$747K	Hold	9,137	–	–	0.17%	61
2024 Q4	$691K	Hold	9,137	–	–	0.17%	64
2024 Q3	$764K	Hold	9,137	–	–	0.18%	62
2024 Q2	$716K	Hold	9,137	–	–	0.18%	66
2024 Q1	$729K	Hold	9,137	–	–	0.18%	66
2023 Q4	$688K	Hold	9,137	–	–	0.2%	65
2023 Q3	$625K	Hold	9,137	–	–	0.19%	65
2023 Q2	$662K	Hold	9,137	–	–	0.2%	64
2023 Q1	$656K	Hold	9,137	–	–	0.21%	69
2022 Q4	$604K	Hold	9,137	–	–	0.22%	66
2022 Q3	$512K	Sell	9,137 -390	-4%	-$24.3K	0.2%	66
2022 Q2	$592K	Buy	9,527 +227	+2%	+$15.4K	0.23%	64
2022 Q1	$685K	Buy	9,300 +19	+0.2%	+$1.42K	0.23%	62
2021 Q4	$733K	Buy	9,281 +162	+2%	+$12.8K	0.26%	62
2021 Q3	$711K	Hold	9,119	–	–	0.25%	61
2021 Q2	$719K	Buy	9,119 +124	+1%	+$9.85K	0.25%	59
2021 Q1	$682K	Hold	8,995	–	–	0.27%	54
2020 Q4	$656K	Sell	8,995 -1,646	-15%	-$113K	0.28%	55
2020 Q3	$677K	Buy	10,641 +81	+0.8%	+$5.18K	0.37%	42
2020 Q2	$642K	Buy	10,560 +90	+0.9%	+$5.2K	0.37%	42
2020 Q1	$560K	Buy	10,470 +1,562	+18%	+$99.1K	0.31%	53
2019 Q4	$619K	Hold	8,908	–	–	0.3%	53
2019 Q3	$576K	Hold	8,908	–	–	0.31%	56
2019 Q2	$586K	Hold	8,908	–	–	0.32%	55
2019 Q1	$578K	Hold	8,908	–	–	0.34%	58
2018 Q4	$523K	Sell	8,908 -2,100	-19%	-$131K	0.36%	61
2018 Q3	$752K	Hold	11,008	–	–	0.49%	53
2018 Q2	$729K	Hold	11,008	–	–	0.52%	53
2018 Q1	$765K	Hold	11,008	–	–	0.54%	52
2017 Q4	$774K	Hold	11,008	–	–	0.54%	49
2017 Q3	$754K	Hold	11,008	–	–	0.55%	46
2017 Q2	$718K	Buy	11,008 +8	+0.1%	+$518	0.56%	46
2017 Q1	$685K	Hold	11,000	–	–	0.55%	45
2016 Q4	$635K	Buy	+11,000	New	+$634K	0.5%	48

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Elgethun Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 9,138 shares worth $949K. The position accounts for 0.13% of the portfolio, ranked #79.

Elgethun Capital Management first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Elgethun Capital Management held 9,138 shares of iShares MSCI EAFE ETF worth $949K as of Q2 2026.
Elgethun Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.13% of Elgethun Capital Management's portfolio in Q2 2026, its #79 holding.
Elgethun Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.