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

Premier Path 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 		$562K Buy
5,412
+1,125
+26% +$116K 0.06% 250
2026
Q1 		$416K Buy
4,287
+243
+6% +$24.3K 0.05% 298
2025
Q4 		$388K Buy
4,044
+232
+6% +$22K 0.05% 281
2025
Q3 		$356K Buy
3,812
+208
+6% +$18.9K 0.05% 306
2025
Q2 		$322K Buy
+3,604
New +$308K 0.04% 315

Other funds holding EFA

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
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

Premier Path Wealth Partners's EFA Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 26% in Q2 2026, buying an estimated $116K and bringing the position to 5,412 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #250.

Premier Path Wealth Partners first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Premier Path Wealth Partners held 5,412 shares of iShares MSCI EAFE ETF worth $562K as of Q2 2026.
  • Premier Path Wealth Partners bought 1,125 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $116K.
  • iShares MSCI EAFE ETF made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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