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

Greenup Street 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	$1.34M	Sell	12,937 -584	-4%	-$60.1K	0.16%	65
2026 Q1	$1.31M	Sell	13,521 -574	-4%	-$57.4K	0.18%	67
2025 Q4	$1.35M	Buy	14,095 +1,007	+8%	+$95.5K	0.2%	63
2025 Q3	$1.22M	Buy	13,088 +390	+3%	+$35.5K	0.19%	70
2025 Q2	$1.14M	Buy	12,698 +3,836	+43%	+$328K	0.2%	60
2025 Q1	$724K	Sell	8,862 -1,578	-15%	-$127K	0.14%	66
2024 Q4	$789K	Sell	10,440 -39,265	-79%	-$3.11M	0.16%	62
2024 Q3	$4.16M	Buy	49,705 +38,887	+359%	+$3.13M	0.86%	29
2024 Q2	$847K	Hold	10,818	–	–	0.2%	54
2024 Q1	$864K	Sell	10,818 -238	-2%	-$18.2K	0.22%	55
2023 Q4	$833K	Sell	11,056 -10,588	-49%	-$748K	0.23%	55
2023 Q3	$1.49M	Sell	21,644 -955	-4%	-$68.4K	0.49%	38
2023 Q2	$1.64M	Sell	22,599 -3,615	-14%	-$263K	0.45%	49
2023 Q1	$1.87M	Sell	26,214 -3,236	-11%	-$226K	0.66%	31
2022 Q4	$1.93M	Buy	29,450 +2,695	+10%	+$169K	0.81%	32
2022 Q3	$1.5M	Sell	26,755 -8,590	-24%	-$535K	0.68%	37
2022 Q2	$2.21M	Buy	35,345 +9,750	+38%	+$664K	1.04%	27
2022 Q1	$1.88M	Sell	25,595 -8,549	-25%	-$639K	1.04%	33
2021 Q4	$2.69M	Buy	+34,144	New	+$2.7M	1.58%	18

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

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Greenup Street Wealth Management's EFA Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 4.3% in Q2 2026, selling an estimated $60.1K and leaving 12,937 shares worth $1.34M. The position accounts for 0.16% of the portfolio, ranked #65.

Greenup Street Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.16M in Q3 2024. 962 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Greenup Street Wealth Management held 12,937 shares of iShares MSCI EAFE ETF worth $1.34M as of Q2 2026.
Greenup Street Wealth Management sold 584 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $60.1K.
iShares MSCI EAFE ETF made up 0.16% of Greenup Street Wealth Management's portfolio in Q2 2026, its #65 holding.
Greenup Street Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Greenup Street Wealth Management's iShares MSCI EAFE ETF position peaked at $4.16M in Q3 2024.
962 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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