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Noble Family Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Noble Family Wealth’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 		$14.5M Hold
139,167
– – 2.59% 12
2026
Q1 		$13.5M Sell
139,167
-25
-0% -$2.5K 2.79% 12
2025
Q4 		$13.4M Buy
139,192
+110
+0.1% +$10.4K 2.82% 12
2025
Q3 		$13M Hold
139,082
– – 2.86% 12
2025
Q2 		$12.4M Buy
139,082
+3,001
+2% +$256K 3.04% 12
2025
Q1 		$11.1M Hold
136,081
– – 3.06% 12
2024
Q4 		$10.3M Sell
136,081
-1,000
-0.7% -$79.2K 2.83% 13
2024
Q3 		$11.5M Hold
137,081
– – 3.08% 12
2024
Q2 		$10.7M Hold
137,081
– – 3.09% 12
2024
Q1 		$10.9M Buy
137,081
+609
+0.4% +$46.6K 3.12% 11
2023
Q4 		$10.3M Buy
136,472
+147
+0.1% +$10.4K 3.11% 11
2023
Q3 		$9.4M Buy
136,325
+915
+0.7% +$65.5K 3.17% 12
2023
Q2 		$9.82M Hold
135,410
– – 3.19% 11
2023
Q1 		$9.68M Buy
+135,410
New +$9.47M 3.3% 10

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Noble Family Wealth's EFA Position: Q2 2026 in Review

Noble Family Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 139,167 shares worth $14.5M. The position accounts for 2.59% of the portfolio, ranked #12.

Noble Family Wealth first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 1,273 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Noble Family Wealth held 139,167 shares of iShares MSCI EAFE ETF worth $14.5M as of Q2 2026.
  • Noble Family Wealth left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 2.59% of Noble Family Wealth's portfolio in Q2 2026, its #12 holding.
  • Noble Family Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,273 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.