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Innova Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Innova Wealth Partners’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 		$1.47M Sell
14,107
-21,314
-60% -$2.19M 0.6% 43
2026
Q1 		$3.44M Buy
35,421
+18,558
+110% +$1.86M 1.63% 17
2025
Q4 		$1.62M Sell
16,863
-11,426
-40% -$1.08M 0.82% 35
2025
Q3 		$2.64M Buy
28,289
+10,641
+60% +$967K 1.43% 25
2025
Q2 		$1.58M Buy
17,648
+2,761
+19% +$236K 0.93% 33
2025
Q1 		$1.22M Buy
14,887
+5,417
+57% +$437K 0.75% 28
2024
Q4 		$716K Buy
+9,470
New +$750K 0.45% 41
2024
Q3 		– Sell
-12,358
Closed -$968K – 95
2024
Q2 		$968K Sell
12,358
-28,780
-70% -$2.28M 0.69% 34
2024
Q1 		$3.29M Buy
41,138
+21,899
+114% +$1.67M 2.54% 17
2023
Q4 		$1.45M Buy
+19,239
New +$1.36M 1.25% 21
2023
Q3 		– Sell
-19,452
Closed -$1.41M – 59
2023
Q2 		$1.41M Sell
19,452
-20,973
-52% -$1.52M 1.2% 22
2023
Q1 		$2.89M Buy
40,425
+14,881
+58% +$1.04M 2.53% 11
2022
Q4 		$1.68M Buy
25,544
+16,017
+168% +$1M 1.47% 16
2022
Q3 		$534K Sell
9,527
-2,216
-19% -$138K 0.49% 24
2022
Q2 		$734K Buy
11,743
+5,475
+87% +$373K 0.62% 18
2022
Q1 		$461K Buy
6,268
+3,660
+140% +$274K 0.33% 34
2021
Q4 		$205K Sell
2,608
-34,788
-93% -$2.76M 0.15% 72
2021
Q3 		$2.92M Sell
37,396
-27,563
-42% -$2.21M 2.31% 18
2021
Q2 		$5.12M Buy
64,959
+7,780
+14% +$618K 4.04% 6
2021
Q1 		$4.34M Buy
57,179
+44,861
+364% +$3.38M 3.69% 14
2020
Q4 		$899K Buy
+12,318
New +$842K 0.84% 27

Other funds holding EFA

Truist Financial
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Innova Wealth Partners's EFA Position: Q2 2026 in Review

Innova Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 60% in Q2 2026, selling an estimated $2.19M and leaving 14,107 shares worth $1.47M. The position accounts for 0.6% of the portfolio, ranked #43.

Innova Wealth Partners first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.12M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Innova Wealth Partners held 14,107 shares of iShares MSCI EAFE ETF worth $1.47M as of Q2 2026.
  • Innova Wealth Partners sold 21,314 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.19M.
  • iShares MSCI EAFE ETF made up 0.6% of Innova Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Innova Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Innova Wealth Partners's iShares MSCI EAFE ETF position peaked at $5.12M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.