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MBL Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

MBL Wealth’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 		$856K Sell
8,240
-3,025
-27% -$311K 0.06% 153
2026
Q1 		$1.09M Sell
11,265
-480
-4% -$48K 0.08% 112
2025
Q4 		$1.13M Buy
11,745
+1,295
+12% +$123K 0.09% 112
2025
Q3 		$976K Sell
10,450
-40
-0.4% -$3.64K 0.09% 113
2025
Q2 		$938K Hold
10,490
– – 0.09% 107
2025
Q1 		$857K Hold
10,490
– – 0.09% 106
2024
Q4 		$793K Sell
10,490
-400
-4% -$31.7K 0.08% 106
2024
Q3 		$911K Sell
10,890
-610
-5% -$49.1K 0.1% 98
2024
Q2 		$901K Sell
11,500
-213
-2% -$16.9K 0.1% 98
2024
Q1 		$935K Buy
11,713
+4,000
+52% +$306K 0.11% 93
2023
Q4 		$581K Buy
7,713
+978
+15% +$69.1K 0.07% 108
2023
Q3 		$464K Sell
6,735
-50
-0.7% -$3.58K 0.07% 115
2023
Q2 		$492K Sell
6,785
-165
-2% -$12K 0.07% 110
2023
Q1 		$497K Sell
6,950
-20
-0.3% -$1.4K 0.08% 99
2022
Q4 		$458K Sell
6,970
-240
-3% -$15K 0.09% 106
2022
Q3 		$404K Hold
7,210
– – 0.09% 110
2022
Q2 		$451K Hold
7,210
– – 0.11% 100
2022
Q1 		$531K Buy
+7,210
New +$539K 0.13% 97
2021
Q1 		$547K Sell
7,215
-144,221
-95% -$10.9M 0.19% 80
2020
Q4 		$11M Buy
+151,436
New +$10.4M 4.37% 3

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

MBL Wealth's EFA Position: Q2 2026 in Review

MBL Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 27% in Q2 2026, selling an estimated $311K and leaving 8,240 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #153.

MBL Wealth first reported a position in EFA in Q4 2020 and has held it in 20 quarters since. The position peaked at $11M in Q4 2020. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • MBL Wealth held 8,240 shares of iShares MSCI EAFE ETF worth $856K as of Q2 2026.
  • MBL Wealth sold 3,025 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $311K.
  • iShares MSCI EAFE ETF made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #153 holding.
  • MBL Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's iShares MSCI EAFE ETF position peaked at $11M in Q4 2020.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.