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

Fonville 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	$270K	Sell	2,603 -21	-0.8%	-$2.16K	0.04%	123
2026 Q1	$255K	Buy	2,624 +20	+0.8%	+$2K	0.05%	119
2025 Q4	$250K	Buy	2,604 +90	+4%	+$8.54K	0.05%	117
2025 Q3	$235K	Sell	2,514 -97	-4%	-$8.82K	0.05%	117
2025 Q2	$233K	Buy	2,611 +40	+2%	+$3.42K	0.06%	114
2025 Q1	$211K	Sell	2,571 -249	-9%	-$20.1K	0.06%	116
2024 Q4	$213K	Sell	2,820 -644	-19%	-$51K	0.07%	104
2024 Q3	$290K	Buy	+3,464	New	+$279K	0.1%	93

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Fonville Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.8% in Q2 2026, selling an estimated $2.16K and leaving 2,603 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #123.

Fonville Wealth Management first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $290K in Q3 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fonville Wealth Management held 2,603 shares of iShares MSCI EAFE ETF worth $270K as of Q2 2026.
Fonville Wealth Management sold 21 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.16K.
iShares MSCI EAFE ETF made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #123 holding.
Fonville Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Fonville Wealth Management's iShares MSCI EAFE ETF position peaked at $290K in Q3 2024.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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