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Private Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Wealth Group’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 		$1.07M Hold
10,262
– – 0.41% 32
2026
Q1 		$997K Hold
10,262
– – 0.46% 32
2025
Q4 		$985K Hold
10,262
– – 0.47% 34
2025
Q3 		$958K Hold
10,262
– – 0.48% 32
2025
Q2 		$917K Hold
10,262
– – 0.49% 30
2025
Q1 		$839K Sell
10,262
-307
-3% -$24.7K 0.49% 29
2024
Q4 		$799K Hold
10,569
– – 0.39% 38
2024
Q3 		$884K Hold
10,569
– – 0.44% 35
2024
Q2 		$828K Hold
10,569
– – 0.43% 34
2024
Q1 		$844K Hold
10,569
– – 0.44% 36
2023
Q4 		$796K Hold
10,569
– – 0.45% 34
2023
Q3 		$728K Hold
10,569
– – 0.48% 33
2023
Q2 		$766K Hold
10,569
– – 0.79% 30
2023
Q1 		$756K Hold
10,569
– – 1.04% 29
2022
Q4 		$694K Sell
10,569
-262
-2% -$16.4K 0.98% 30
2022
Q3 		$607K Hold
10,831
– – 0.95% 27
2022
Q2 		$677K Sell
10,831
-4,586
-30% -$312K 0.84% 28
2022
Q1 		$1.14M Buy
15,417
+110
+0.7% +$8.23K 0.84% 24
2021
Q4 		$1.2M Hold
15,307
– – 0.82% 21
2021
Q3 		$1.19M Buy
15,307
+510
+3% +$40.8K 0.79% 23
2021
Q2 		$1.17M Buy
14,797
+255
+2% +$20.3K 0.77% 22
2021
Q1 		$1.1M Buy
14,542
+4,280
+42% +$322K 0.79% 21
2020
Q4 		$749K Hold
10,262
– – 0.62% 21
2020
Q3 		$653K Sell
10,262
-454
-4% -$29.1K 0.53% 19
2020
Q2 		$652K Buy
10,716
+454
+4% +$26.3K 0.54% 15
2020
Q1 		$548K Sell
10,262
-158,991
-94% -$10.1M 0.64% 17
2019
Q4 		$11.8M Buy
169,253
+154,571
+1,053% +$10.4M 12.22% 2
2019
Q3 		$957K Sell
14,682
-24,568
-63% -$1.58M 0.86% 24
2019
Q2 		$2.58M Buy
39,250
+4,168
+12% +$273K 2.35% 14
2019
Q1 		$2.27M Buy
35,082
+1,767
+5% +$111K 2.09% 12
2018
Q4 		$1.96M Sell
33,315
-300
-0.9% -$18.7K 1.92% 10
2018
Q3 		$2.29M Hold
33,615
– – 2.35% 14
2018
Q2 		$2.25M Sell
33,615
-126,019
-79% -$8.84M 2.15% 16
2018
Q1 		$11.1M Buy
159,634
+121,270
+316% +$8.65M 18.91% 1
2017
Q4 		$2.7M Buy
+38,364
New +$2.67M 3.11% 11

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
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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Private Wealth Group's EFA Position: Q2 2026 in Review

Private Wealth Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 10,262 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #32.

Private Wealth Group first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.8M in Q4 2019. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Private Wealth Group held 10,262 shares of iShares MSCI EAFE ETF worth $1.07M as of Q2 2026.
  • Private Wealth Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.41% of Private Wealth Group's portfolio in Q2 2026, its #32 holding.
  • Private Wealth Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • Private Wealth Group's iShares MSCI EAFE ETF position peaked at $11.8M in Q4 2019.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.