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

Evermay 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 		$1.98M Sell
19,046
-1,567
-8% -$161K 0.2% 48
2026
Q1 		$2M Sell
20,613
-3,164
-13% -$317K 0.22% 47
2025
Q4 		$2.28M Sell
23,777
-3,037
-11% -$288K 0.26% 42
2025
Q3 		$2.5M Sell
26,814
-335
-1% -$30.5K 0.29% 41
2025
Q2 		$2.43M Sell
27,149
-4,700
-15% -$401K 0.3% 38
2025
Q1 		$2.6M Sell
31,849
-21,955
-41% -$1.77M 0.34% 35
2024
Q4 		$4.07M Sell
53,804
-4,829
-8% -$382K 0.62% 24
2024
Q3 		$4.9M Sell
58,633
-3,250
-5% -$262K 0.79% 21
2024
Q2 		$4.85M Sell
61,883
-376
-0.6% -$29.8K 0.78% 21
2024
Q1 		$4.97M Buy
62,259
+60,041
+2,707% +$4.59M 0.75% 21
2023
Q4 		$167K Hold
2,218
– – 0.03% 193
2023
Q3 		$153K Hold
2,218
– – 0.03% 189
2023
Q2 		$161K Buy
2,218
+124
+6% +$9K 0.03% 199
2023
Q1 		$150K Hold
2,094
– – 0.03% 201
2022
Q4 		$137K Buy
2,094
+460
+28% +$28.8K 0.03% 200
2022
Q3 		$92K Sell
1,634
-280
-15% -$17.5K 0.02% 224
2022
Q2 		$120K Hold
1,914
– – 0.02% 198
2022
Q1 		$141K Hold
1,914
– – 0.02% 218
2021
Q4 		$151K Hold
1,914
– – 0.03% 192
2021
Q3 		$149K Hold
1,914
– – 0.03% 189
2021
Q2 		$151K Buy
+1,914
New +$152K 0.03% 194
2020
Q1 		– Sell
-3,555
Closed -$247K – 144
2019
Q4 		$247K Sell
3,555
-325
-8% -$22K 0.06% 139
2019
Q3 		$253K Buy
+3,880
New +$250K 0.07% 130
2019
Q2 		– Sell
-3,617
Closed -$235K – 149
2019
Q1 		$235K Buy
3,617
+70
+2% +$4.41K 0.07% 133
2018
Q4 		$208K Buy
3,547
+128
+4% +$7.99K 0.07% 126
2018
Q3 		$232K Sell
3,419
-605
-15% -$40.9K 0.07% 131
2018
Q2 		$269K Sell
4,024
-1,638
-29% -$115K 0.09% 110
2018
Q1 		$395K Buy
5,662
+30
+0.5% +$2.14K 0.14% 84
2017
Q4 		$396K Sell
5,632
-37
-0.7% -$2.57K 0.15% 77
2017
Q3 		$388K Sell
5,669
-435
-7% -$29.1K 0.17% 53
2017
Q2 		$398K Sell
6,104
-580
-9% -$37.5K 0.18% 48
2017
Q1 		$416K Hold
6,684
– – 0.19% 47
2016
Q4 		$386K Sell
6,684
-775
-10% -$44.7K 0.19% 41
2016
Q3 		$441K Sell
7,459
-675
-8% -$39.1K 0.22% 38
2016
Q2 		$454K Hold
8,134
– – 0.24% 39
2016
Q1 		$465K Buy
8,134
+385
+5% +$21.2K 0.26% 36
2015
Q4 		$455K Sell
7,749
-320
-4% -$19.3K 0.27% 35
2015
Q3 		$463K Buy
8,069
+700
+9% +$43.2K 0.28% 34
2015
Q2 		$468K Sell
7,369
-300
-4% -$20K 0.28% 35
2015
Q1 		$492K Sell
7,669
-815
-10% -$51.3K 0.29% 36
2014
Q4 		$516K Sell
8,484
-2,423
-22% -$151K 0.33% 36
2014
Q3 		$699K Buy
10,907
+250
+2% +$16.7K 0.6% 24
2014
Q2 		$729K Sell
10,657
-825
-7% -$56.5K 0.63% 22
2014
Q1 		$772K Buy
+11,482
New +$759K 0.82% 19

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Evermay Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7.6% in Q2 2026, selling an estimated $161K and leaving 19,046 shares worth $1.98M. The position accounts for 0.2% of the portfolio, ranked #48.

Evermay Wealth Management first reported a position in EFA in Q1 2014 and has held it in 44 quarters since. The position peaked at $4.97M in Q1 2024. 1,187 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Evermay Wealth Management held 19,046 shares of iShares MSCI EAFE ETF worth $1.98M as of Q2 2026.
  • Evermay Wealth Management sold 1,567 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $161K.
  • iShares MSCI EAFE ETF made up 0.2% of Evermay Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Evermay Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 44 quarters since.
  • Evermay Wealth Management's iShares MSCI EAFE ETF position peaked at $4.97M in Q1 2024.
  • 1,187 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.