OC
EFA icon

Optima Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Optima Capital’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 		$370K Buy
3,557
+1,081
+44% +$111K 0.15% 115
2026
Q1 		$240K Buy
2,476
+1,810
+272% +$181K 0.11% 145
2025
Q4 		$63.9K Buy
+666
New +$63.2K 0.03% 283

Other funds holding EFA

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Optima Capital's EFA Position: Q2 2026 in Review

Optima Capital increased its iShares MSCI EAFE ETF (EFA) stake by 44% in Q2 2026, buying an estimated $111K and bringing the position to 3,557 shares worth $370K. The position accounts for 0.15% of the portfolio, ranked #115.

Optima Capital first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Optima Capital held 3,557 shares of iShares MSCI EAFE ETF worth $370K as of Q2 2026.
  • Optima Capital bought 1,081 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $111K.
  • iShares MSCI EAFE ETF made up 0.15% of Optima Capital's portfolio in Q2 2026, its #115 holding.
  • Optima Capital first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.