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Macroview Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Macroview Investment 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 		$7.02M Buy
67,589
+3,265
+5% +$336K 4.33% 4
2026
Q1 		$6.25M Buy
64,324
+143
+0.2% +$14.3K 4.34% 4
2025
Q4 		$6.16M Buy
64,181
+1,965
+3% +$186K 4.21% 5
2025
Q3 		$5.81M Buy
62,216
+2,957
+5% +$269K 4.33% 4
2025
Q2 		$5.3M Buy
59,259
+1,582
+3% +$135K 4.31% 3
2025
Q1 		$4.71M Buy
57,677
+15,809
+38% +$1.27M 4.41% 5
2024
Q4 		$3.17M Sell
41,868
-5
-0% -$396 3.19% 9
2024
Q3 		$3.5M Buy
41,873
+2,903
+7% +$234K 3.42% 8
2024
Q2 		$3.05M Buy
38,970
+18,507
+90% +$1.47M 3.23% 8
2024
Q1 		$1.63M Buy
20,463
+10,402
+103% +$796K 1.8% 19
2023
Q4 		$758K Buy
10,061
+6,942
+223% +$491K 0.89% 37
2023
Q3 		$215K Buy
3,119
+2,220
+247% +$159K 0.29% 60
2023
Q2 		$65.2K Buy
899
+4
+0.4% +$290 0.1% 80
2023
Q1 		$64K Hold
895
– – 0.1% 78
2022
Q4 		$58.8K Buy
895
+3
+0.3% +$188 0.1% 86
2022
Q3 		$50K Sell
892
-7,245
-89% -$452K 0.09% 84
2022
Q2 		$508K Sell
8,137
-10,327
-56% -$703K 0.83% 31
2022
Q1 		$1.36M Buy
18,464
+11,424
+162% +$854K 1.94% 16
2021
Q4 		$554K Buy
7,040
+5,632
+400% +$446K 0.71% 31
2021
Q3 		$110K Buy
1,408
+33
+2% +$2.64K 0.14% 57
2021
Q2 		$108K Sell
1,375
-7
-0.5% -$556 0.14% 55
2021
Q1 		$105K Sell
1,382
-33
-2% -$2.48K 0.15% 55
2020
Q4 		$103K Buy
1,415
+3
+0.2% +$205 0.15% 55
2020
Q3 		$90K Sell
1,412
-49
-3% -$3.13K 0.15% 52
2020
Q2 		$89K Buy
1,461
+12
+0.8% +$694 0.19% 50
2020
Q1 		$77K Sell
1,449
-949
-40% -$60.2K 0.16% 52
2019
Q4 		$167K Buy
2,398
+12
+0.5% +$810 0.35% 36
2019
Q3 		$156K Sell
2,386
-24
-1% -$1.55K 0.34% 37
2019
Q2 		$158K Buy
2,410
+22
+0.9% +$1.44K 0.41% 38
2019
Q1 		$155K Hold
2,388
– – 0.38% 42
2018
Q4 		$140K Buy
2,388
+11
+0.5% +$687 0.45% 37
2018
Q3 		$162K Sell
2,377
-247
-9% -$16.7K 0.51% 29
2018
Q2 		$176K Buy
2,624
+21
+0.8% +$1.47K 0.61% 24
2018
Q1 		$181K Buy
2,603
+571
+28% +$40.7K 0.65% 18
2017
Q4 		$143K Buy
2,032
+10
+0.5% +$695 0.68% 15
2017
Q3 		$138K Buy
2,022
+906
+81% +$60.6K 0.68% 16
2017
Q2 		$73K Buy
1,116
+931
+503% +$60.2K 0.39% 31
2017
Q1 		$12K Hold
185
– – 0.07% 62
2016
Q4 		$11K Buy
185
+1
+0.5% +$58 0.06% 65
2016
Q3 		$11K Buy
184
+29
+19% +$1.68K 0.05% 63
2016
Q2 		$9K Hold
155
– – 0.04% 59
2016
Q1 		$9K Hold
155
– – 0.04% 57
2015
Q4 		$9K Hold
155
– – 0.03% 67
2015
Q3 		$9K Hold
155
– – 0.02% 66
2015
Q2 		$10K Hold
155
– – 0.01% 61
2015
Q1 		$10K Buy
+155
New +$9.76K 0.01% 74

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Macroview Investment Management's EFA Position: Q2 2026 in Review

Macroview Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.1% in Q2 2026, buying an estimated $336K and bringing the position to 67,589 shares worth $7.02M. The position accounts for 4.33% of the portfolio, ranked #4.

Macroview Investment Management first reported a position in EFA in Q1 2015 and has held it in 46 quarters since. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Macroview Investment Management held 67,589 shares of iShares MSCI EAFE ETF worth $7.02M as of Q2 2026.
  • Macroview Investment Management bought 3,265 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $336K.
  • iShares MSCI EAFE ETF made up 4.33% of Macroview Investment Management's portfolio in Q2 2026, its #4 holding.
  • Macroview Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 46 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.