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Ironwood Wealth Management (Arizona)’s iShares MSCI EAFE ETF EFA Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$1.23M Sell
11,875
-71
-0.6% -$7.3K 0.27% 27
2026
Q1 		$1.16M Sell
11,946
-74
-0.6% -$7.4K 0.33% 22
2025
Q4 		$1.15M Buy
12,020
+277
+2% +$26.3K 0.34% 22
2025
Q3 		$1.1M Sell
11,743
-1,781
-13% -$162K 0.37% 22
2025
Q2 		$1.21M Sell
13,524
-17,910
-57% -$1.53M 0.44% 22
2025
Q1 		$2.57M Sell
31,434
-3,891
-11% -$314K 0.79% 17
2024
Q4 		$2.67M Buy
35,325
+1,612
+5% +$128K 0.83% 18
2024
Q3 		$2.82M Sell
33,713
-124
-0.4% -$9.98K 0.85% 18
2024
Q2 		$2.65M Sell
33,837
-158
-0.5% -$12.5K 0.87% 18
2024
Q1 		$2.71M Sell
33,995
-147
-0.4% -$11.2K 0.88% 18
2023
Q4 		$2.57M Sell
34,142
-107
-0.3% -$7.56K 0.86% 18
2023
Q3 		$2.36M Sell
34,249
-49
-0.1% -$3.51K 0.96% 23
2023
Q2 		$2.49M Hold
34,298
– – 0.93% 20
2023
Q1 		$2.45M Sell
34,298
-1,611
-4% -$113K 0.97% 20
2022
Q4 		$2.36M Buy
35,909
+27,046
+305% +$1.69M 0.98% 20
2022
Q3 		$554K Hold
8,863
– – 0.25% 24
2022
Q2 		$554K Buy
8,863
+850
+11% +$57.9K 0.25% 24
2022
Q1 		$590K Sell
8,013
-75
-0.9% -$5.61K 0.24% 26
2021
Q4 		$636K Buy
8,088
+42
+0.5% +$3.33K 0.28% 21
2021
Q3 		$628K Buy
8,046
+65
+0.8% +$5.2K 0.3% 22
2021
Q2 		$634K Hold
7,981
– – 0.37% 23
2021
Q1 		$606K Sell
7,981
-673
-8% -$50.7K 0.39% 23
2020
Q4 		$631K Buy
8,654
+26
+0.3% +$1.78K 0.39% 23
2020
Q3 		$525K Hold
8,628
– – 0.39% 20
2020
Q2 		$525K Buy
8,628
+283
+3% +$16.4K 0.39% 20
2020
Q1 		$446K Buy
8,345
+3,119
+60% +$198K 0.37% 25
2019
Q4 		$363K Buy
5,226
+123
+2% +$8.31K 0.25% 30
2019
Q3 		$333K Sell
5,103
-55
-1% -$3.54K 0.25% 31
2019
Q2 		$339K Sell
5,158
-530
-9% -$34.7K 0.26% 29
2019
Q1 		$369K Sell
5,688
-273
-5% -$17.2K 0.31% 27
2018
Q4 		$350K Hold
5,961
– – 0.34% 25
2018
Q3 		$405K Hold
5,961
– – 0.36% 22
2018
Q2 		$399K Buy
+5,961
New +$418K 0.37% 23
2017
Q3 		$411K Buy
+6,004
New +$401K 0.38% 22

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

Ironwood Wealth Management (Arizona)'s EFA Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares MSCI EAFE ETF (EFA) stake by 0.59% in Q2 2026, selling an estimated $7.3K and leaving 11,875 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #27.

Ironwood Wealth Management (Arizona) first reported a position in EFA in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.82M in Q3 2024. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 11,875 shares of iShares MSCI EAFE ETF worth $1.23M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 71 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.3K.
  • iShares MSCI EAFE ETF made up 0.27% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #27 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares MSCI EAFE ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares MSCI EAFE ETF position peaked at $2.82M in Q3 2024.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.