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

Howard 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 		$663K Buy
6,382
+12
+0.2% +$1.23K 0.25% 73
2026
Q1 		$619K Hold
6,370
– – 0.26% 75
2025
Q4 		$612K Buy
6,370
+14
+0.2% +$1.33K 0.27% 73
2025
Q3 		$594K Sell
6,356
-1
-0% -$91 0.27% 75
2025
Q2 		$568K Buy
6,357
+13
+0.2% +$1.11K 0.29% 72
2025
Q1 		$519K Sell
6,344
-92
-1% -$7.42K 0.29% 73
2024
Q4 		$487K Buy
6,436
+33
+0.5% +$2.61K 0.26% 75
2024
Q3 		$535K Hold
6,403
– – 0.31% 70
2024
Q2 		$502K Buy
6,403
+29
+0.5% +$2.3K 0.4% 61
2024
Q1 		$509K Buy
6,374
+15
+0.2% +$1.15K 0.41% 52
2023
Q4 		$479K Buy
6,359
+87
+1% +$6.15K 0.4% 55
2023
Q3 		$432K Hold
6,272
– – 0.4% 56
2023
Q2 		$455K Sell
6,272
-110
-2% -$7.99K 0.39% 56
2023
Q1 		$456K Sell
6,382
-312
-5% -$21.8K 0.38% 63
2022
Q4 		$439K Hold
6,694
– – 0.36% 66
2022
Q3 		$374K Buy
6,694
+650
+11% +$40.5K 0.26% 73
2022
Q2 		$377K Sell
6,044
-600
-9% -$40.8K 0.4% 43
2022
Q1 		$488K Sell
6,644
-83
-1% -$6.21K 0.27% 77
2021
Q4 		$529K Buy
6,727
+12
+0.2% +$950 0.28% 77
2021
Q3 		$523K Sell
6,715
-50
-0.7% -$4K 0.29% 77
2021
Q2 		$533K Buy
6,765
+328
+5% +$26.1K 0.29% 77
2021
Q1 		$488K Sell
6,437
-60
-0.9% -$4.52K 0.29% 79
2020
Q4 		$474K Sell
6,497
-279
-4% -$19.1K 0.3% 79
2020
Q3 		$431K Buy
6,776
+289
+4% +$18.5K 0.31% 72
2020
Q2 		$394K Sell
6,487
-345
-5% -$19.9K 0.32% 71
2020
Q1 		$365K Sell
6,832
-4,074
-37% -$259K 0.38% 67
2019
Q4 		$757K Buy
+10,906
New +$737K 0.63% 32

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Howard Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.19% in Q2 2026, buying an estimated $1.23K and bringing the position to 6,382 shares worth $663K. The position accounts for 0.25% of the portfolio, ranked #73.

Howard Wealth Management first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $757K in Q4 2019. 876 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Howard Wealth Management held 6,382 shares of iShares MSCI EAFE ETF worth $663K as of Q2 2026.
  • Howard Wealth Management bought 12 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.23K.
  • iShares MSCI EAFE ETF made up 0.25% of Howard Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $757K in Q4 2019.
  • 876 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.