Mogy Joel R Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Mogy Joel R Investment Counsel’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	$260K	Hold	2,500	–	–	0.01%	97
2026 Q1	$243K	Hold	2,500	–	–	0.02%	92
2025 Q4	$240K	Buy	+2,500	New	+$237K	0.01%	92
2015 Q1	–	Sell	-4,798	Closed	-$292K	–	142
2014 Q4	$292K	Sell	4,798 -72	-1%	-$4.5K	0.06%	133
2014 Q3	$312K	Hold	4,870	–	–	0.06%	130
2014 Q2	$333K	Hold	4,870	–	–	0.07%	125
2014 Q1	$327K	Hold	4,870	–	–	0.07%	121
2013 Q4	$327K	Hold	4,870	–	–	0.07%	122
2013 Q3	$311K	Hold	4,870	–	–	0.07%	122
2013 Q2	$279K	Buy	+4,870	New	+$294K	0.07%	127

Other funds holding EFA

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Mogy Joel R Investment Counsel's EFA Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,500 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #97.

Mogy Joel R Investment Counsel first reported a position in EFA in Q2 2013 and has held it in 10 quarters since. The position peaked at $333K in Q2 2014. 1,471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Mogy Joel R Investment Counsel held 2,500 shares of iShares MSCI EAFE ETF worth $260K as of Q2 2026.
Mogy Joel R Investment Counsel left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #97 holding.
Mogy Joel R Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 10 quarters since.
Mogy Joel R Investment Counsel's iShares MSCI EAFE ETF position peaked at $333K in Q2 2014.
1,471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.