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Foundation Wealth Management (Pennsylvania)’s iShares MSCI EAFE ETF EFA Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$9.44M Buy
90,900
+11,237
+14% +$1.16M 2.85% 11
2026
Q1 		$7.74M Sell
79,663
-1,027
-1% -$103K 2.73% 11
2025
Q4 		$7.75M Buy
80,690
+966
+1% +$91.6K 2.81% 11
2025
Q3 		$7.44M Sell
79,724
-1,474
-2% -$134K 2.88% 11
2025
Q2 		$7.26M Sell
81,198
-635
-0.8% -$54.2K 3.14% 11
2025
Q1 		$6.69M Sell
81,833
-2,820
-3% -$227K 3.18% 8
2024
Q4 		$6.4M Buy
+84,653
New +$6.7M 3.1% 9

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Foundation Wealth Management (Pennsylvania)'s EFA Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $1.16M and bringing the position to 90,900 shares worth $9.44M. The position accounts for 2.85% of the portfolio, ranked #11.

Foundation Wealth Management (Pennsylvania) first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 1,273 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 90,900 shares of iShares MSCI EAFE ETF worth $9.44M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 11,237 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.16M.
  • iShares MSCI EAFE ETF made up 2.85% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #11 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,273 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.