Marion Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Marion Wealth 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	$546K	Sell	5,259 -266	-5%	-$27.4K	0.11%	98
2026 Q1	$537K	Sell	5,525 -261	-5%	-$26.1K	0.12%	90
2025 Q4	$578K	Hold	5,786	–	–	0.13%	88
2025 Q3	$540K	Sell	5,786 -128	-2%	-$11.6K	0.13%	90
2025 Q2	$529K	Hold	5,914	–	–	0.13%	89
2025 Q1	$483K	Sell	5,914 -102	-2%	-$8.22K	0.13%	91
2024 Q4	$455K	Hold	6,016	–	–	0.12%	92
2024 Q3	$503K	Buy	6,016 +1,447	+32%	+$116K	0.13%	90
2024 Q2	$358K	Buy	4,569 +1,736	+61%	+$138K	0.11%	97
2024 Q1	$226K	Buy	+2,833	New	+$217K	0.07%	117
2023 Q4	–	Sell	-3,426	Closed	-$236K	–	122
2023 Q3	$236K	Buy	+3,426	New	+$245K	0.08%	103

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Marion Wealth Management's EFA Position: Q2 2026 in Review

Marion Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 4.8% in Q2 2026, selling an estimated $27.4K and leaving 5,259 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #98.

Marion Wealth Management first reported a position in EFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $578K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Marion Wealth Management held 5,259 shares of iShares MSCI EAFE ETF worth $546K as of Q2 2026.
Marion Wealth Management sold 266 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $27.4K.
iShares MSCI EAFE ETF made up 0.11% of Marion Wealth Management's portfolio in Q2 2026, its #98 holding.
Marion Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Marion Wealth Management's iShares MSCI EAFE ETF position peaked at $578K in Q4 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.