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Moller Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Moller Wealth Partners’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 		$6M Sell
57,755
-224
-0.4% -$23K 1.09% 25
2026
Q1 		$5.63M Buy
57,979
+163
+0.3% +$16.3K 1.11% 24
2025
Q4 		$5.55M Sell
57,816
-1,582
-3% -$150K 1.16% 22
2025
Q3 		$5.55M Sell
59,398
-5,265
-8% -$479K 1.16% 22
2025
Q2 		$5.78M Buy
64,663
+2,076
+3% +$177K 1.28% 22
2025
Q1 		$5.12M Sell
62,587
-450
-0.7% -$36.3K 1.26% 22
2024
Q4 		$4.77M Hold
63,037
– – 1.25% 22
2024
Q3 		$5.27M Hold
63,037
– – 1.32% 22
2024
Q2 		$4.94M Sell
63,037
-1,968
-3% -$156K 1.32% 22
2024
Q1 		$5.19M Sell
65,005
-21
-0% -$1.61K 1.41% 22
2023
Q4 		$4.9M Hold
65,026
– – 1.38% 22
2023
Q3 		$4.48M Sell
65,026
-46
-0.1% -$3.29K 1.42% 23
2023
Q2 		$4.72M Sell
65,072
-1,356
-2% -$98.5K 1.44% 23
2023
Q1 		$4.75M Sell
66,428
-2,421
-4% -$169K 1.47% 23
2022
Q4 		$4.52M Sell
68,849
-1,355
-2% -$84.9K 1.45% 23
2022
Q3 		$3.93M Buy
70,204
+1,563
+2% +$97.4K 1.42% 22
2022
Q2 		$4.29M Sell
68,641
-425
-0.6% -$28.9K 1.45% 22
2022
Q1 		$5.08M Sell
69,066
-1,196
-2% -$89.5K 1.58% 21
2021
Q4 		$5.53M Sell
70,262
-255
-0.4% -$20.2K 1.76% 20
2021
Q3 		$5.5M Sell
70,517
-440
-0.6% -$35.2K 1.82% 19
2021
Q2 		$5.6M Sell
70,957
-3,183
-4% -$253K 1.84% 19
2021
Q1 		$5.63M Buy
74,140
+15
+0% +$1.13K 1.96% 19
2020
Q4 		$5.41M Sell
74,125
-1,959
-3% -$134K 2.24% 18
2020
Q3 		$4.84M Sell
76,084
-2,633
-3% -$168K 2.17% 19
2020
Q2 		$4.79M Buy
78,717
+48,174
+158% +$2.79M 2.1% 18
2020
Q1 		$1.63M Sell
30,543
-194
-0.6% -$12.3K 0.85% 23
2019
Q4 		$2.13M Sell
30,737
-748
-2% -$50.5K 0.94% 22
2019
Q3 		$2.05M Hold
31,485
– – 0.99% 19
2019
Q2 		$2.07M Hold
31,485
– – 1.06% 19
2019
Q1 		$2.04M Sell
31,485
-316
-1% -$19.9K 0.92% 19
2018
Q4 		$1.93M Buy
31,801
+8,385
+36% +$524K 1.26% 17
2018
Q3 		$1.59M Hold
23,416
– – 0.7% 18
2018
Q2 		$1.57M Hold
23,416
– – 0.61% 21
2018
Q1 		$1.63M Sell
23,416
-120
-0.5% -$8.56K 0.71% 20
2017
Q4 		$1.66M Sell
23,536
-91
-0.4% -$6.33K 0.63% 20
2017
Q3 		$1.62M Sell
23,627
-200
-0.8% -$13.4K 0.62% 20
2017
Q2 		$1.55M Sell
23,827
-1,387
-6% -$89.7K 0.65% 20
2017
Q1 		$1.57M Buy
25,214
+493
+2% +$29.8K 0.69% 21
2016
Q4 		$1.43M Sell
24,721
-780
-3% -$45K 0.7% 19
2016
Q3 		$1.51M Sell
25,501
-89
-0.3% -$5.16K 0.69% 20
2016
Q2 		$1.43M Hold
25,590
– – 0.7% 20
2016
Q1 		$1.46M Sell
25,590
-367
-1% -$20.2K 0.86% 19
2015
Q4 		$1.52M Buy
25,957
+1,481
+6% +$89.2K 0.84% 19
2015
Q3 		$1.4M Buy
24,476
+56
+0.2% +$3.46K 1.3% 16
2015
Q2 		$1.55M Sell
24,420
-31
-0.1% -$2.06K 0.7% 19
2015
Q1 		$1.57M Sell
24,451
-88
-0.4% -$5.54K 0.72% 17
2014
Q4 		$1.49M Sell
24,539
-1,185
-5% -$74K 0.74% 19
2014
Q3 		$1.65M Sell
25,724
-528
-2% -$35.2K 0.78% 18
2014
Q2 		$1.79M Sell
26,252
-2,765
-10% -$189K 0.82% 16
2014
Q1 		$1.95M Sell
29,017
-3,556
-11% -$235K 0.99% 15
2013
Q4 		$2.19M Sell
32,573
-6,975
-18% -$456K 1.17% 15
2013
Q3 		$2.52M Sell
39,548
-2,416
-6% -$148K 1.59% 15
2013
Q2 		$2.4M Buy
+41,964
New +$2.54M 1.76% 12

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

Moller Wealth Partners's EFA Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q2 2026, selling an estimated $23K and leaving 57,755 shares worth $6M. The position accounts for 1.09% of the portfolio, ranked #25.

Moller Wealth Partners first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 937 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Moller Wealth Partners held 57,755 shares of iShares MSCI EAFE ETF worth $6M as of Q2 2026.
  • Moller Wealth Partners sold 224 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23K.
  • iShares MSCI EAFE ETF made up 1.09% of Moller Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Moller Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 937 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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