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Mowery & Schoenfeld Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Mowery & Schoenfeld Wealth 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 		$202K Hold
1,943
– – 0.28% 65
2026
Q1 		$189K Hold
1,943
– – 0.29% 56
2025
Q4 		$187K Hold
1,943
– – 0.27% 61
2025
Q3 		$181K Sell
1,943
-277
-12% -$25.2K 0.31% 57
2025
Q2 		$198K Hold
2,220
– – 0.3% 48
2025
Q1 		$181K Hold
2,220
– – 0.36% 51
2024
Q4 		$168K Buy
+2,220
New +$176K 0.33% 51

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EFA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,943 shares worth $202K. The position accounts for 0.28% of the portfolio, ranked #65.

Mowery & Schoenfeld Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,943 shares of iShares MSCI EAFE ETF worth $202K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.28% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.