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

Members 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 		$599K Buy
5,769
+845
+17% +$86.9K 0.33% 54
2026
Q1 		$502K Sell
4,924
-615
-11% -$61.5K 0.3% 53
2025
Q4 		$557K Buy
5,539
+163
+3% +$15.5K 0.35% 52
2025
Q3 		$506K Buy
+5,376
New +$489K 0.32% 53
2025
Q1 		$371K Buy
4,537
+79
+2% +$6.37K 0.28% 67
2024
Q4 		$360K Buy
+4,458
New +$353K 0.27% 71
2024
Q2 		$476K Buy
+5,332
New +$422K 0.32% 57

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

Members Wealth's EFA Position: Q2 2026 in Review

Members Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, buying an estimated $86.9K and bringing the position to 5,769 shares worth $599K. The position accounts for 0.33% of the portfolio, ranked #54.

Members Wealth first reported a position in EFA in Q2 2024 and has held it in 7 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Members Wealth held 5,769 shares of iShares MSCI EAFE ETF worth $599K as of Q2 2026.
  • Members Wealth bought 845 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $86.9K.
  • iShares MSCI EAFE ETF made up 0.33% of Members Wealth's portfolio in Q2 2026, its #54 holding.
  • Members Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.