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

Empirical 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	$2.39M	Sell	23,021 -1,390	-6%	-$143K	0.03%	245
2026 Q1	$2.37M	Buy	24,411 +454	+2%	+$45.4K	0.04%	236
2025 Q4	$2.3M	Buy	23,957 +5,178	+28%	+$491K	0.04%	234
2025 Q3	$1.75M	Buy	18,779 +436	+2%	+$39.6K	0.04%	255
2025 Q2	$1.64M	Buy	18,343 +846	+5%	+$72.2K	0.04%	256
2025 Q1	$1.43M	Buy	17,497 +684	+4%	+$55.1K	0.04%	257
2024 Q4	$1.27M	Buy	16,813 +123	+0.7%	+$9.74K	0.03%	253
2024 Q3	$1.4M	Buy	16,690 +20	+0.1%	+$1.61K	0.04%	233
2024 Q2	$1.31M	Buy	16,670 +1,015	+6%	+$80.4K	0.04%	230
2024 Q1	$1.25M	Sell	15,655 -25	-0.2%	-$1.91K	0.04%	233
2023 Q4	$1.18M	Buy	15,680 +2,767	+21%	+$196K	0.04%	223
2023 Q3	$890K	Buy	12,913 +348	+3%	+$24.9K	0.03%	236
2023 Q2	$911K	Sell	12,565 -1,078	-8%	-$78.3K	0.04%	235
2023 Q1	$976K	Buy	13,643 +426	+3%	+$29.8K	0.04%	220
2022 Q4	$868K	Sell	13,217 -3,280	-20%	-$205K	0.04%	228
2022 Q3	$924K	Sell	16,497 -809	-5%	-$50.4K	0.05%	206
2022 Q2	$1.08M	Buy	17,306 +3,336	+24%	+$227K	0.06%	189
2022 Q1	$1.03M	Buy	13,970 +928	+7%	+$69.4K	0.05%	207
2021 Q4	$1.03M	Buy	13,042 +91	+0.7%	+$7.21K	0.05%	212
2021 Q3	$1.01M	Buy	12,951 +1,085	+9%	+$86.8K	0.06%	192
2021 Q2	$936K	Sell	11,866 -45	-0.4%	-$3.58K	0.06%	200
2021 Q1	$904K	Buy	11,911 +2,731	+30%	+$206K	0.07%	167
2020 Q4	$670K	Hold	9,180	–	–	0.05%	201
2020 Q3	$584K	Sell	9,180 -467	-5%	-$29.9K	0.05%	190
2020 Q2	$587K	Sell	9,647 -5,122	-35%	-$296K	0.05%	184
2020 Q1	$790K	Sell	14,769 -1,679	-10%	-$107K	0.09%	134
2019 Q4	$1.14M	Buy	16,448 +771	+5%	+$52.1K	0.13%	115
2019 Q3	$1.02M	Sell	15,677 -175	-1%	-$11.3K	0.12%	114
2019 Q2	$1.04M	Buy	15,852 +2,462	+18%	+$161K	0.14%	99
2019 Q1	$868K	Buy	13,390 +730	+6%	+$46K	0.13%	100
2018 Q4	$744K	Buy	12,660 +3,502	+38%	+$219K	0.13%	95
2018 Q3	$623K	Sell	9,158 -123	-1%	-$8.31K	0.11%	103
2018 Q2	$622K	Sell	9,281 -292	-3%	-$20.5K	0.12%	93
2018 Q1	$667K	Buy	9,573 +454	+5%	+$32.4K	0.13%	84
2017 Q4	$641K	Buy	9,119 +396	+5%	+$27.5K	0.14%	75
2017 Q3	$597K	Sell	8,723 -310	-3%	-$20.7K	0.14%	76
2017 Q2	$589K	Sell	9,033 -361	-4%	-$23.4K	0.14%	76
2017 Q1	$585K	Sell	9,394 -1,430	-13%	-$86.4K	0.15%	75
2016 Q4	$625K	Buy	10,824 +296	+3%	+$17.1K	0.15%	68
2016 Q3	$623K	Sell	10,528 -2,363	-18%	-$137K	0.16%	61
2016 Q2	$720K	Sell	12,891 -323	-2%	-$18.6K	0.19%	58
2016 Q1	$755K	Sell	13,214 -6,577	-33%	-$362K	0.18%	61
2015 Q4	$1.16M	Sell	19,791 -8,699	-31%	-$524K	0.28%	46
2015 Q3	$1.63M	Sell	28,490 -4,413	-13%	-$272K	0.39%	37
2015 Q2	$2.09M	Sell	32,903 -202	-0.6%	-$13.4K	0.49%	28
2015 Q1	$2.12M	Sell	33,105 -1,571	-5%	-$98.9K	0.51%	29
2014 Q4	$2.11M	Buy	34,676 +3,206	+10%	+$200K	0.52%	29
2014 Q3	$2.02M	Buy	31,470 +615	+2%	+$41K	0.49%	30
2014 Q2	$2.11M	Buy	30,855 +3,712	+14%	+$254K	0.52%	28
2014 Q1	$1.82M	Buy	27,143 +2,602	+11%	+$172K	0.48%	29
2013 Q4	$1.65M	Buy	24,541 +2,564	+12%	+$168K	0.47%	27
2013 Q3	$1.4M	Sell	21,977 -41	-0.2%	-$2.51K	0.44%	26
2013 Q2	$1.26M	Buy	+22,018	New	+$1.33M	0.42%	23

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

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

Empirical Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q2 2026, selling an estimated $143K and leaving 23,021 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #245.

Empirical Wealth Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Empirical Wealth Management held 23,021 shares of iShares MSCI EAFE ETF worth $2.39M as of Q2 2026.
Empirical Wealth Management sold 1,390 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $143K.
iShares MSCI EAFE ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #245 holding.
Empirical Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.