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One Charles Private Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

One Charles Private Wealth Services’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 		$1.21M Hold
11,643
– – 0.28% 61
2026
Q1 		$1.13M Buy
11,643
+63
+0.5% +$6.3K 0.28% 61
2025
Q4 		$1.11M Buy
+11,580
New +$1.1M 0.29% 61

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
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
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

One Charles Private Wealth Services's EFA Position: Q2 2026 in Review

One Charles Private Wealth Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 11,643 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #61.

One Charles Private Wealth Services first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • One Charles Private Wealth Services held 11,643 shares of iShares MSCI EAFE ETF worth $1.21M as of Q2 2026.
  • One Charles Private Wealth Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.28% of One Charles Private Wealth Services's portfolio in Q2 2026, its #61 holding.
  • One Charles Private Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.