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

MontVue 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 		$246K Hold
2,364
– – 0.14% 69
2026
Q1 		$230K Hold
2,364
– – 0.16% 63
2025
Q4 		$227K Hold
2,364
– – 0.15% 63
2025
Q3 		$221K Hold
2,364
– – 0.15% 63
2025
Q2 		$211K Buy
+2,364
New +$202K 0.15% 62

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

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

MontVue Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,364 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #69.

MontVue Capital Management first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • MontVue Capital Management held 2,364 shares of iShares MSCI EAFE ETF worth $246K as of Q2 2026.
  • MontVue Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.14% of MontVue Capital Management's portfolio in Q2 2026, its #69 holding.
  • MontVue Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.