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

Integris 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	$472K	Hold	4,540	–	–	0.1%	73
2026 Q1	$441K	Sell	4,540 -35	-0.8%	-$3.5K	0.1%	67
2025 Q4	$439K	Hold	4,575	–	–	0.1%	74
2025 Q3	$427K	Hold	4,575	–	–	0.1%	73
2025 Q2	$409K	Hold	4,575	–	–	0.11%	73
2025 Q1	$374K	Sell	4,575 -318	-6%	-$25.6K	0.11%	67
2024 Q4	$370K	Buy	4,893 +219	+5%	+$17.3K	0.1%	68
2024 Q3	$391K	Hold	4,674	–	–	0.11%	64
2024 Q2	$366K	Hold	4,674	–	–	0.11%	63
2024 Q1	$373K	Hold	4,674	–	–	0.1%	62
2023 Q4	$352K	Hold	4,674	–	–	0.1%	64
2023 Q3	$322K	Sell	4,674 -898	-16%	-$64.3K	0.11%	61
2023 Q2	$404K	Hold	5,572	–	–	0.14%	52
2023 Q1	$399K	Buy	5,572 +1,250	+29%	+$87.4K	0.15%	51
2022 Q4	$284K	Buy	+4,322	New	+$271K	0.11%	66

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

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

Integris Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,540 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #73.

Integris Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Integris Wealth Management held 4,540 shares of iShares MSCI EAFE ETF worth $472K as of Q2 2026.
Integris Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Integris Wealth Management's portfolio in Q2 2026, its #73 holding.
Integris Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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