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Joseph Group Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Joseph Group Capital 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 		$338K Buy
3,249
+1,488
+84% +$153K 0.07% 67
2026
Q1 		$171K Sell
1,761
-83
-5% -$8.3K 0.04% 68
2025
Q4 		$177K Sell
1,844
-432
-19% -$41K 0.05% 64
2025
Q3 		$213K Sell
2,276
-1,247
-35% -$113K 0.06% 59
2025
Q2 		$315K Sell
3,523
-164
-4% -$14K 0.11% 55
2025
Q1 		$301K Sell
3,687
-745
-17% -$60K 0.12% 51
2024
Q4 		$335K Buy
4,432
+2,341
+112% +$185K 0.13% 51
2024
Q3 		$175K Buy
2,091
+1,735
+487% +$140K 0.07% 54
2024
Q2 		$27.9K Sell
356
-49
-12% -$3.88K 0.01% 64
2024
Q1 		$32.3K Sell
405
-13
-3% -$994 0.02% 72
2023
Q4 		$31.5K Buy
418
+278
+199% +$19.6K 0.02% 71
2023
Q3 		$9.65K Buy
+140
New +$10K 0.01% 75
2023
Q2 		– Sell
-1,066
Closed -$76.2K – 76
2023
Q1 		$76.2K Buy
1,066
+1
+0.1% +$70 0.07% 61
2022
Q4 		$70K Buy
+1,065
New +$66.7K 0.07% 64

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Joseph Group Capital Management's EFA Position: Q2 2026 in Review

Joseph Group Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 84% in Q2 2026, buying an estimated $153K and bringing the position to 3,249 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #67.

Joseph Group Capital Management first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Joseph Group Capital Management held 3,249 shares of iShares MSCI EAFE ETF worth $338K as of Q2 2026.
  • Joseph Group Capital Management bought 1,488 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $153K.
  • iShares MSCI EAFE ETF made up 0.07% of Joseph Group Capital Management's portfolio in Q2 2026, its #67 holding.
  • Joseph Group Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.