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Palumbo Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Palumbo Wealth 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 		$1.34M Buy
12,880
+160
+1% +$16.5K 0.28% 62
2026
Q1 		$1.24M Sell
12,720
-76
-0.6% -$7.6K 0.3% 59
2025
Q4 		$1.23M Buy
+12,796
New +$1.21M 0.3% 64
2025
Q3 		– Sell
-12,676
Closed -$1.13M – 192
2025
Q2 		$1.13M Buy
12,676
+180
+1% +$15.4K 0.35% 62
2025
Q1 		$1.02M Sell
12,496
-1
-0% -$81 0.34% 57
2024
Q4 		$945K Buy
12,497
+142
+1% +$11.2K 0.35% 58
2024
Q3 		$1.03M Sell
12,355
-140
-1% -$11.3K 0.4% 55
2024
Q2 		$979K Sell
12,495
-1,529
-11% -$121K 0.41% 56
2024
Q1 		$1.12M Sell
14,024
-354
-2% -$27.1K 0.5% 52
2023
Q4 		$1.08M Sell
14,378
-2,242
-13% -$158K 0.55% 46
2023
Q3 		$1.15M Sell
16,620
-14,525
-47% -$1.04M 0.63% 38
2023
Q2 		$2.26M Sell
31,145
-7,608
-20% -$552K 1.38% 13
2023
Q1 		$2.77M Sell
38,753
-1,589
-4% -$111K 1.84% 12
2022
Q4 		$2.65M Sell
40,342
-1,053
-3% -$66K 2.11% 11
2022
Q3 		$2.32M Sell
41,395
-499
-1% -$31.1K 1.96% 14
2022
Q2 		$2.62M Sell
41,894
-30
-0.1% -$2.04K 2.08% 12
2022
Q1 		$3.09M Buy
41,924
+844
+2% +$63.1K 1.98% 15
2021
Q4 		$3.23M Buy
41,080
+4,979
+14% +$394K 2.02% 11
2021
Q3 		$2.82M Buy
36,101
+588
+2% +$47K 1.86% 11
2021
Q2 		$2.8M Buy
35,513
+2,698
+8% +$214K 1.88% 11
2021
Q1 		$2.49M Buy
32,815
+822
+3% +$61.9K 1.88% 10
2020
Q4 		$2.33M Buy
+31,993
New +$2.19M 1.88% 10

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Palumbo Wealth Management's EFA Position: Q2 2026 in Review

Palumbo Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 12,880 shares worth $1.34M. The position accounts for 0.28% of the portfolio, ranked #62.

Palumbo Wealth Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.23M in Q4 2021. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Palumbo Wealth Management held 12,880 shares of iShares MSCI EAFE ETF worth $1.34M as of Q2 2026.
  • Palumbo Wealth Management bought 160 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $16.5K.
  • iShares MSCI EAFE ETF made up 0.28% of Palumbo Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Palumbo Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's iShares MSCI EAFE ETF position peaked at $3.23M in Q4 2021.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.