MCM
EFA icon

Monarch Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Monarch Capital 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 		$201K Buy
+1,938
New +$199K 0.05% 130
2016
Q1 		– Sell
-3,908
Closed -$229K – 101
2015
Q4 		$229K Hold
3,908
– – 0.09% 90
2015
Q3 		$224K Sell
3,908
-869
-18% -$53.6K 0.09% 91
2015
Q2 		$303K Sell
4,777
-44
-0.9% -$2.93K 0.12% 85
2015
Q1 		$309K Buy
+4,821
New +$304K 0.12% 85

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

Monarch Capital Management's EFA Position: Q2 2026 in Review

Monarch Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,938 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Monarch Capital Management previously reported a position in EFA as recently as Q4 2015.

Monarch Capital Management first reported a position in EFA in Q1 2015 and has held it in 5 quarters since. The position peaked at $309K in Q1 2015. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Monarch Capital Management held 1,938 shares of iShares MSCI EAFE ETF worth $201K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Monarch Capital Management position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Monarch Capital Management's portfolio in Q2 2026, its #130 holding.
  • Monarch Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 5 quarters since.
  • Monarch Capital Management's iShares MSCI EAFE ETF position peaked at $309K in Q1 2015.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.