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

Neumann 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 		$3.1M Sell
29,860
-800
-3% -$82.3K 2.05% 17
2026
Q1 		$2.98M Sell
30,660
-263
-0.9% -$26.3K 0.88% 31
2025
Q4 		$2.97M Sell
30,923
-87
-0.3% -$8.25K 0.86% 32
2025
Q3 		$2.9M Sell
31,010
-399
-1% -$36.3K 0.85% 29
2025
Q2 		$2.81M Sell
31,409
-3,342
-10% -$285K 0.88% 27
2025
Q1 		$2.84M Sell
34,751
-142
-0.4% -$11.4K 0.98% 26
2024
Q4 		$2.64M Buy
34,893
+193
+0.6% +$15.3K 0.88% 31
2024
Q3 		$2.9M Sell
34,700
-969
-3% -$78K 0.97% 26
2024
Q2 		$2.79M Sell
35,669
-3,466
-9% -$275K 0.96% 26
2024
Q1 		$3.13M Buy
39,135
+3,555
+10% +$272K 1.11% 23
2023
Q4 		$2.68M Buy
35,580
+65
+0.2% +$4.59K 1.06% 26
2023
Q3 		$2.45M Buy
35,515
+108
+0.3% +$7.74K 1.07% 27
2023
Q2 		$2.57M Sell
35,407
-4,110
-10% -$298K 1.06% 26
2023
Q1 		$2.83M Sell
39,517
-633
-2% -$44.3K 1.24% 22
2022
Q4 		$2.64M Sell
40,150
-19,612
-33% -$1.23M 1.24% 22
2022
Q3 		$3.35M Sell
59,762
-79,822
-57% -$4.97M 1.72% 17
2022
Q2 		$8.72M Sell
139,584
-27,455
-16% -$1.87M 4.42% 5
2022
Q1 		$12.3M Sell
167,039
-4,417
-3% -$330K 5.22% 4
2021
Q4 		$13.5M Sell
171,456
-3,194
-2% -$253K 5.5% 2
2021
Q3 		$13.6M Buy
174,650
+1,357
+0.8% +$109K 6.12% 1
2021
Q2 		$13.7M Sell
173,293
-3,772
-2% -$300K 6.14% 1
2021
Q1 		$13.4M Buy
177,065
+2,505
+1% +$189K 6.39% 1
2020
Q4 		$12.7M Buy
174,560
+9,861
+6% +$674K 6.43% 1
2020
Q3 		$10.5M Buy
164,699
+13,685
+9% +$876K 6.02% 2
2020
Q2 		$9.19M Buy
151,014
+15,796
+12% +$913K 5.63% 2
2020
Q1 		$7.23M Buy
135,218
+19,104
+16% +$1.21M 5.26% 2
2019
Q4 		$8.06M Buy
116,114
+1,523
+1% +$103K 4.68% 6
2019
Q3 		$7.47M Buy
114,591
+1,894
+2% +$122K 4.62% 6
2019
Q2 		$7.41M Buy
112,697
+3,075
+3% +$201K 4.59% 6
2019
Q1 		$7.11M Buy
109,622
+29,804
+37% +$1.88M 4.55% 6
2018
Q4 		$4.69M Sell
79,818
-5,193
-6% -$324K 3.53% 9
2018
Q3 		$5.78M Buy
85,011
+8,771
+12% +$592K 3.4% 7
2018
Q2 		$5.11M Buy
76,240
+11,068
+17% +$776K 3.21% 10
2018
Q1 		$4.54M Buy
65,172
+19,013
+41% +$1.36M 2.89% 11
2017
Q4 		$3.25M Buy
46,159
+12,994
+39% +$903K 1.99% 18
2017
Q3 		$2.27M Buy
33,165
+6,975
+27% +$466K 1.41% 24
2017
Q2 		$1.71M Buy
26,190
+1,007
+4% +$65.2K 1.1% 32
2017
Q1 		$1.57M Buy
25,183
+2,680
+12% +$162K 1.02% 35
2016
Q4 		$1.3M Buy
22,503
+1,853
+9% +$107K 0.84% 42
2016
Q3 		$1.22M Hold
20,650
– – 0.81% 41
2016
Q2 		$1.15M Buy
20,650
+1,537
+8% +$88.4K 0.77% 43
2016
Q1 		$1.09M Hold
19,113
– – 0.72% 43
2015
Q4 		$1.12M Sell
19,113
-75
-0.4% -$4.52K 0.78% 44
2015
Q3 		$1.1M Buy
19,188
+1,095
+6% +$67.6K 0.78% 42
2015
Q2 		$1.15M Buy
18,093
+780
+5% +$51.9K 0.73% 43
2015
Q1 		$1.11M Buy
17,313
+930
+6% +$58.5K 0.71% 44
2014
Q4 		$997K Buy
+16,383
New +$1.02M 0.65% 45

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
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
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
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

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

Neumann Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q2 2026, selling an estimated $82.3K and leaving 29,860 shares worth $3.1M. The position accounts for 2.05% of the portfolio, ranked #17.

Neumann Capital Management first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $13.7M in Q2 2021. 1,093 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Neumann Capital Management held 29,860 shares of iShares MSCI EAFE ETF worth $3.1M as of Q2 2026.
  • Neumann Capital Management sold 800 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $82.3K.
  • iShares MSCI EAFE ETF made up 2.05% of Neumann Capital Management's portfolio in Q2 2026, its #17 holding.
  • Neumann Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Neumann Capital Management's iShares MSCI EAFE ETF position peaked at $13.7M in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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