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

EPG 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 		$306K Buy
2,946
+23
+0.8% +$2.37K 0.07% 161
2026
Q1 		$284K Hold
2,923
– – 0.08% 166
2025
Q4 		$281K Buy
2,923
+26
+0.9% +$2.47K 0.08% 166
2025
Q3 		$270K Sell
2,897
-205
-7% -$18.6K 0.07% 169
2025
Q2 		$277K Buy
3,102
+25
+0.8% +$2.13K 0.08% 165
2025
Q1 		$251K Hold
3,077
– – 0.07% 208
2024
Q4 		$233K Sell
3,077
-985
-24% -$78K 0.06% 219
2024
Q3 		$340K Buy
+4,062
New +$327K 0.09% 196
2024
Q2 		– Sell
-4,785
Closed -$379K – 184
2024
Q1 		$382K Hold
4,785
– – 0.09% 189
2023
Q4 		$355K Buy
4,785
+20
+0.4% +$1.41K 0.09% 190
2023
Q3 		$328K Hold
4,765
– – 0.1% 181
2023
Q2 		$345K Buy
4,765
+70
+1% +$5.08K 0.1% 175
2023
Q1 		$336K Hold
4,695
– – 0.11% 175
2022
Q4 		$308K Buy
4,695
+1,285
+38% +$80.5K 0.12% 161
2022
Q3 		$191K Buy
+3,410
New +$213K 0.08% 205
2022
Q2 		– Sell
-2,784
Closed -$205K – 248
2022
Q1 		$205K Buy
2,784
+5
+0.2% +$374 0.07% 232
2021
Q4 		$219K Buy
2,779
+132
+5% +$10.5K 0.08% 217
2021
Q3 		$207K Buy
+2,647
New +$212K 0.08% 208
2020
Q2 		– Sell
-2,584
Closed -$138K – 309
2020
Q1 		$138K Sell
2,584
-684
-21% -$43.4K 0.1% 151
2019
Q4 		$227K Buy
+3,268
New +$221K 0.17% 89

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

EPG Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.79% in Q2 2026, buying an estimated $2.37K and bringing the position to 2,946 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #161.

EPG Wealth Management first reported a position in EFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $382K in Q1 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • EPG Wealth Management held 2,946 shares of iShares MSCI EAFE ETF worth $306K as of Q2 2026.
  • EPG Wealth Management bought 23 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.37K.
  • iShares MSCI EAFE ETF made up 0.07% of EPG Wealth Management's portfolio in Q2 2026, its #161 holding.
  • EPG Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares MSCI EAFE ETF position peaked at $382K in Q1 2024.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.