Precedent Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Precedent Wealth Partners’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	$13.1M	Buy	126,313 +3,546	+3%	+$365K	2.18%	10
2026 Q1	$11.9M	Buy	122,767 +2,008	+2%	+$201K	2.39%	7
2025 Q4	$11.6M	Hold	120,759	–	–	2.43%	7
2025 Q3	$11.3M	Buy	120,759 +1,558	+1%	+$142K	2.48%	7
2025 Q2	$10.7M	Sell	119,201 -656	-0.5%	-$56K	2.61%	7
2025 Q1	$9.8M	Buy	119,857 +786	+0.7%	+$63.4K	2.72%	8
2024 Q4	$9M	Sell	119,071 -8,461	-7%	-$670K	2.94%	6
2024 Q3	$10.7M	Sell	127,532 -2,943	-2%	-$237K	3.52%	6
2024 Q2	$10.2M	Sell	130,475 -3,205	-2%	-$254K	4.12%	5
2024 Q1	$10.7M	Buy	133,680 +6,351	+5%	+$486K	4.59%	5
2023 Q4	$9.59M	Buy	+127,329	New	+$9M	4.88%	6

Other funds holding EFA

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

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

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

Precedent Wealth Partners's EFA Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, buying an estimated $365K and bringing the position to 126,313 shares worth $13.1M. The position accounts for 2.18% of the portfolio, ranked #10.

Precedent Wealth Partners first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Precedent Wealth Partners held 126,313 shares of iShares MSCI EAFE ETF worth $13.1M as of Q2 2026.
Precedent Wealth Partners bought 3,546 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $365K.
iShares MSCI EAFE ETF made up 2.18% of Precedent Wealth Partners's portfolio in Q2 2026, its #10 holding.
Precedent Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.