Ironwood Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Ironwood Investment Counsel’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	$1.44M	Buy	13,910 +663	+5%	+$68.2K	0.19%	107
2026 Q1	$1.29M	Buy	13,247 +185	+1%	+$18.5K	0.19%	109
2025 Q4	$1.25M	Sell	13,062 -1,165	-8%	-$110K	0.18%	112
2025 Q3	$1.33M	Buy	14,227 +2,169	+18%	+$197K	0.19%	110
2025 Q2	$1.08M	Hold	12,058	–	–	0.17%	114
2025 Q1	$986K	Buy	12,058 +1,200	+11%	+$96.7K	0.17%	114
2024 Q4	$821K	Sell	10,858 -650	-6%	-$51.5K	0.14%	127
2024 Q3	$962K	Hold	11,508	–	–	0.16%	119
2024 Q2	$901K	Hold	11,508	–	–	0.16%	124
2024 Q1	$919K	Hold	11,508	–	–	0.16%	121
2023 Q4	$867K	Hold	11,508	–	–	0.16%	122
2023 Q3	$1.12M	Sell	11,508 -9	-0.1%	-$645	0.24%	97
2023 Q2	$835K	Hold	11,517	–	–	0.19%	104
2023 Q1	$824K	Sell	11,517 -638	-5%	-$44.6K	0.2%	104
2022 Q4	$798K	Buy	+12,155	New	+$761K	0.19%	106
2022 Q2	–	Sell	-4,175	Closed	-$307K	–	197
2022 Q1	$307K	Hold	4,175	–	–	0.08%	159
2021 Q4	$328K	Buy	+4,175	New	+$331K	0.07%	157
2020 Q1	–	Sell	-4,302	Closed	-$298K	–	172
2019 Q4	$298K	Hold	4,302	–	–	0.1%	139
2019 Q3	$280K	Hold	4,302	–	–	0.1%	132
2019 Q2	$282K	Hold	4,302	–	–	0.11%	131
2019 Q1	$279K	Buy	+4,302	New	+$271K	0.11%	127
2018 Q1	–	Sell	-5,439	Closed	-$382K	–	138
2017 Q4	$382K	Buy	5,439 +2,089	+62%	+$145K	0.14%	105
2017 Q3	$229K	Sell	3,350 -1,147	-26%	-$76.7K	0.09%	134
2017 Q2	$293K	Sell	4,497 -52	-1%	-$3.37K	0.11%	127
2017 Q1	$283K	Hold	4,549	–	–	0.12%	131
2016 Q4	$263K	Buy	4,549 +685	+18%	+$39.5K	0.12%	131
2016 Q3	$228K	Buy	+3,864	New	+$224K	0.11%	136
2016 Q2	–	Sell	-3,864	Closed	-$220K	–	127
2016 Q1	$220K	Hold	3,864	–	–	0.12%	129
2015 Q4	$227K	Hold	3,864	–	–	0.13%	121
2015 Q3	$221K	Hold	3,864	–	–	0.12%	125
2015 Q2	$245K	Hold	3,864	–	–	0.12%	128
2015 Q1	$248K	Sell	3,864 -2,784	-42%	-$175K	0.13%	130
2014 Q4	$404K	Buy	6,648 +2,000	+43%	+$125K	0.2%	95
2014 Q3	$298K	Sell	4,648 -784	-14%	-$52.3K	0.16%	109
2014 Q2	$371K	Buy	5,432 +788	+17%	+$54K	0.19%	99
2014 Q1	$312K	Hold	4,644	–	–	0.17%	106
2013 Q4	$312K	Sell	4,644 -412	-8%	-$26.9K	0.18%	103
2013 Q3	$323K	Buy	5,056 +412	+9%	+$25.2K	0.21%	85
2013 Q2	$266K	Buy	+4,644	New	+$281K	0.17%	94

Other funds holding EFA

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 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

Ironwood Investment Counsel's EFA Position: Q2 2026 in Review

Ironwood Investment Counsel increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q2 2026, buying an estimated $68.2K and bringing the position to 13,910 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #107.

Ironwood Investment Counsel first reported a position in EFA in Q2 2013 and has held it in 39 quarters since. 1,441 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Ironwood Investment Counsel held 13,910 shares of iShares MSCI EAFE ETF worth $1.44M as of Q2 2026.
Ironwood Investment Counsel bought 663 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $68.2K.
iShares MSCI EAFE ETF made up 0.19% of Ironwood Investment Counsel's portfolio in Q2 2026, its #107 holding.
Ironwood Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 39 quarters since.
1,441 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.