MKW
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Mullaney, Keating & Wright’s iShares MSCI EAFE ETF EFA Stock Holding History

Mullaney, Keating & Wright’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 		$6.1M Buy
58,681
+238
+0.4% +$24.5K 2.95% 8
2026
Q1 		$5.68M Buy
58,443
+341
+0.6% +$34.1K 3.08% 8
2025
Q4 		$5.58M Buy
58,102
+4,116
+8% +$390K 2.95% 8
2025
Q3 		$5.04M Buy
53,986
+819
+2% +$74.5K 2.8% 10
2025
Q2 		$4.75M Buy
53,167
+5,105
+11% +$436K 3.11% 8
2025
Q1 		$3.93M Sell
48,062
-448
-0.9% -$36.1K 2.65% 10
2024
Q4 		$3.67M Sell
48,510
-2,361
-5% -$187K 2.48% 9
2024
Q3 		$4.25M Buy
50,871
+1,590
+3% +$128K 2.95% 9
2024
Q2 		$3.86M Buy
+49,281
New +$3.9M 2.99% 9

Other funds holding EFA

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return