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InvesTrust’s iShares MSCI EAFE ETF EFA Stock Holding History

InvesTrust’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 		$1M Sell
9,648
-50
-0.5% -$5.14K 0.39% 67
2026
Q1 		$942K Buy
9,698
+270
+3% +$27K 0.4% 65
2025
Q4 		$905K Buy
9,428
+515
+6% +$48.8K 0.35% 65
2025
Q3 		$832K Buy
8,913
+40
+0.5% +$3.64K 0.3% 69
2025
Q2 		$793K Buy
8,873
+419
+5% +$35.8K 0.31% 69
2025
Q1 		$691K Buy
8,454
+326
+4% +$26.3K 0.19% 70
2024
Q4 		$615K Buy
+8,128
New +$644K 0.17% 74

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

InvesTrust's EFA Position: Q2 2026 in Review

InvesTrust reduced its iShares MSCI EAFE ETF (EFA) stake by 0.52% in Q2 2026, selling an estimated $5.14K and leaving 9,648 shares worth $1M. The position accounts for 0.39% of the portfolio, ranked #67.

InvesTrust first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • InvesTrust held 9,648 shares of iShares MSCI EAFE ETF worth $1M as of Q2 2026.
  • InvesTrust sold 50 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.14K.
  • iShares MSCI EAFE ETF made up 0.39% of InvesTrust's portfolio in Q2 2026, its #67 holding.
  • InvesTrust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.