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

Omnia 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	$250K	Sell	2,407 -407	-14%	-$41.9K	0.07%	83
2026 Q1	$273K	Hold	2,814	–	–	0.09%	70
2025 Q4	$270K	Hold	2,814	–	–	0.08%	82
2025 Q3	$263K	Hold	2,814	–	–	0.09%	82
2025 Q2	$252K	Hold	2,814	–	–	0.09%	78
2025 Q1	$230K	Buy	+2,814	New	+$227K	0.1%	78
2020 Q2	–	Sell	-10,265	Closed	-$549K	–	73
2020 Q1	$549K	Hold	10,265	–	–	0.57%	31
2019 Q4	$713K	Buy	10,265 +97	+1%	+$6.55K	0.33%	41
2019 Q3	$663K	Hold	10,168	–	–	0.48%	35
2019 Q2	$668K	Hold	10,168	–	–	0.34%	38
2019 Q1	$659K	Hold	10,168	–	–	0.32%	38
2018 Q4	$598K	Sell	10,168 -794	-7%	-$49.6K	0.32%	42
2018 Q3	$745K	Hold	10,962	–	–	0.34%	33
2018 Q2	$734K	Sell	10,962 -787	-7%	-$55.2K	0.34%	33
2018 Q1	$819K	Sell	11,749 -5,186	-31%	-$370K	0.38%	29
2017 Q4	$1.19M	Hold	16,935	–	–	0.55%	19
2017 Q3	$1.16M	Sell	16,935 -53,450	-76%	-$3.57M	0.56%	19
2017 Q2	$4.59M	Sell	70,385 -5,819	-8%	-$377K	2.2%	8
2017 Q1	$4.75M	Buy	76,204 +435	+0.6%	+$26.3K	2.3%	9
2016 Q4	$4.37M	Buy	+75,769	New	+$4.37M	2.17%	10

Other funds holding EFA

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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

Omnia Family Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, selling an estimated $41.9K and leaving 2,407 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #83.

Omnia Family Wealth first reported a position in EFA in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.75M in Q1 2017. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Omnia Family Wealth held 2,407 shares of iShares MSCI EAFE ETF worth $250K as of Q2 2026.
Omnia Family Wealth sold 407 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $41.9K.
iShares MSCI EAFE ETF made up 0.07% of Omnia Family Wealth's portfolio in Q2 2026, its #83 holding.
Omnia Family Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 20 quarters since.
Omnia Family Wealth's iShares MSCI EAFE ETF position peaked at $4.75M in Q1 2017.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.