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IRON Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

IRON Financial’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 		$233K Sell
2,239
-106
-5% -$10.9K 0.1% 138
2026
Q1 		$228K Sell
2,345
-129
-5% -$12.9K 0.1% 122
2025
Q4 		$238K Buy
2,474
+31
+1% +$2.94K 0.11% 116
2025
Q3 		$228K Hold
2,443
– – 0.11% 115
2025
Q2 		$218K Sell
2,443
-102
-4% -$8.71K 0.11% 111
2025
Q1 		$208K Buy
+2,545
New +$205K 0.12% 109
2024
Q4 		– Sell
-2,531
Closed -$212K – 106
2024
Q3 		$212K Buy
+2,531
New +$204K 0.12% 98
2024
Q2 		– Sell
-2,607
Closed -$208K – 102
2024
Q1 		$208K Sell
2,607
-185
-7% -$14.2K 0.12% 91
2023
Q4 		$210K Buy
+2,792
New +$197K 0.12% 91
2023
Q3 		– Sell
-2,867
Closed -$208K – 105
2023
Q2 		$208K Buy
2,867
+51
+2% +$3.7K 0.11% 95
2023
Q1 		$201K Sell
2,816
-238
-8% -$16.6K 0.11% 93
2022
Q4 		$200K Buy
+3,054
New +$191K 0.12% 91
2022
Q3 		– Sell
-5,760
Closed -$360K – 99
2022
Q2 		$360K Buy
5,760
+108
+2% +$7.35K 0.19% 71
2022
Q1 		$416K Sell
5,652
-77
-1% -$5.76K 0.19% 72
2021
Q4 		$451K Sell
5,729
-849
-13% -$67.2K 0.2% 65
2021
Q3 		$513K Sell
6,578
-525
-7% -$42K 0.25% 50
2021
Q2 		$560K Buy
7,103
+94
+1% +$7.47K 0.26% 45
2021
Q1 		$532K Sell
7,009
-14,723
-68% -$1.11M 0.28% 38
2020
Q4 		$1.59M Buy
21,732
+82
+0.4% +$5.61K 0.8% 19
2020
Q3 		$1.38M Hold
21,650
– – 0.76% 20
2020
Q2 		$1.32M Buy
21,650
+115
+0.5% +$6.65K 0.68% 22
2020
Q1 		$1.15M Sell
21,535
-50
-0.2% -$3.17K 0.72% 21
2019
Q4 		$1.5M Sell
21,585
-419
-2% -$28.3K 0.71% 23
2019
Q3 		$1.44M Sell
22,004
-50
-0.2% -$3.22K 1.07% 17
2019
Q2 		$1.43M Buy
22,054
+237
+1% +$15.5K 1.33% 12
2019
Q1 		$1.42M Sell
21,817
-256
-1% -$16.1K 0.9% 14
2018
Q4 		$1.3M Buy
22,073
+9,921
+82% +$620K 1.01% 13
2018
Q3 		$826K Sell
12,152
-42,035
-78% -$2.84M 0.55% 19
2018
Q2 		$1.03M Buy
54,187
+42,276
+355% +$2.96M 0.56% 24
2018
Q1 		$830K Hold
11,911
– – 0.53% 42
2017
Q4 		$837K Sell
11,911
-2,626
-18% -$183K 0.58% 38
2017
Q3 		$995K Sell
14,537
-2,552
-15% -$171K 0.76% 33
2017
Q2 		$1.11M Buy
17,089
+97
+0.6% +$6.28K 0.99% 20
2017
Q1 		$1.06M Sell
16,992
-1,800
-10% -$109K 0.76% 25
2016
Q4 		$1.08M Sell
18,792
-4,939
-21% -$285K 0.74% 19
2016
Q3 		$1.4M Sell
23,731
-5,171
-18% -$300K 1.71% 11
2016
Q2 		$1.61M Sell
28,902
-4,757
-14% -$274K 2.08% 10
2016
Q1 		$1.92M Sell
33,659
-2,385
-7% -$131K 1.94% 12
2015
Q4 		$2.12M Buy
36,044
+1,476
+4% +$88.9K 1.8% 10
2015
Q3 		$1.98M Buy
34,568
+27
+0.1% +$1.67K 1.32% 14
2015
Q2 		$2.19M Buy
34,541
+128
+0.4% +$8.52K 2.07% 12
2015
Q1 		$2.21M Sell
34,413
-1,620
-4% -$102K 1.72% 18
2014
Q4 		$21.9K Sell
36,033
-9,238
-20% -$577K 2.22% 10
2014
Q3 		$2.9M Sell
45,271
-3,132
-6% -$209K 3.7% 9
2014
Q2 		$3.31M Sell
48,403
-14,343
-23% -$983K 2.93% 13
2014
Q1 		$4.22M Sell
62,746
-2,693
-4% -$178K 3.21% 8
2013
Q4 		$4.39M Buy
+65,439
New +$4.28M 4.48% 8

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

IRON Financial's EFA Position: Q2 2026 in Review

IRON Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 4.5% in Q2 2026, selling an estimated $10.9K and leaving 2,239 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #138.

IRON Financial first reported a position in EFA in Q4 2013 and has held it in 47 quarters since. The position peaked at $4.39M in Q4 2013. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • IRON Financial held 2,239 shares of iShares MSCI EAFE ETF worth $233K as of Q2 2026.
  • IRON Financial sold 106 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $10.9K.
  • iShares MSCI EAFE ETF made up 0.1% of IRON Financial's portfolio in Q2 2026, its #138 holding.
  • IRON Financial first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 47 quarters since.
  • IRON Financial's iShares MSCI EAFE ETF position peaked at $4.39M in Q4 2013.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.