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

Melfa 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	$322K	Hold	3,100	–	–	0.17%	116
2026 Q1	$301K	Sell	3,100 -125	-4%	-$12.5K	0.17%	116
2025 Q4	$310K	Hold	3,225	–	–	0.18%	122
2025 Q3	$301K	Hold	3,225	–	–	0.18%	130
2025 Q2	$288K	Hold	3,225	–	–	0.18%	132
2025 Q1	$264K	Hold	3,225	–	–	0.18%	133
2024 Q4	$244K	Hold	3,225	–	–	0.16%	141
2024 Q3	$270K	Hold	3,225	–	–	0.18%	130
2024 Q2	$253K	Hold	3,225	–	–	0.18%	128
2024 Q1	$258K	Buy	+3,225	New	+$247K	0.19%	123

Other funds holding EFA

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

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

Melfa Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,100 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #116.

Melfa Wealth Management first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Melfa Wealth Management held 3,100 shares of iShares MSCI EAFE ETF worth $322K as of Q2 2026.
Melfa Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.17% of Melfa Wealth Management's portfolio in Q2 2026, its #116 holding.
Melfa Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.