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

Reston 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	$1.08M	Buy	10,437 +427	+4%	+$43.9K	0.29%	24
2026 Q1	$972K	Sell	10,010 -9	-0.1%	-$900	0.3%	23
2025 Q4	$962K	Buy	10,019 +201	+2%	+$19.1K	0.29%	24
2025 Q3	$917K	Hold	9,818	–	–	0.3%	23
2025 Q2	$878K	Buy	9,818 +1,629	+20%	+$139K	0.31%	22
2025 Q1	$669K	Sell	8,189 -145	-2%	-$11.7K	0.27%	22
2024 Q4	$630K	Buy	8,334 +115	+1%	+$9.11K	0.23%	27
2024 Q3	$687K	Sell	8,219 -172	-2%	-$13.8K	0.25%	26
2024 Q2	$657K	Sell	8,391 -192	-2%	-$15.2K	0.26%	28
2024 Q1	$685K	Sell	8,583 -537	-6%	-$41.1K	0.28%	26
2023 Q4	$687K	Buy	9,120 +8	+0.1%	+$565	0.31%	24
2023 Q3	$628K	Sell	9,112 -1,725	-16%	-$124K	0.32%	24
2023 Q2	$786K	Buy	10,837 +82	+0.8%	+$5.96K	0.37%	20
2023 Q1	$769K	Sell	10,755 -21	-0.2%	-$1.47K	0.4%	19
2022 Q4	$707K	Sell	10,776 -1,985	-16%	-$124K	0.39%	21
2022 Q3	$715K	Sell	12,761 -3,155	-20%	-$197K	0.43%	23
2022 Q2	$995K	Buy	15,916 +373	+2%	+$25.4K	0.55%	20
2022 Q1	$1.14M	Sell	15,543 -18	-0.1%	-$1.35K	0.59%	18
2021 Q4	$1.22M	Sell	15,561 -156	-1%	-$12.4K	0.59%	18
2021 Q3	$1.23M	Sell	15,717 -823	-5%	-$65.8K	0.64%	17
2021 Q2	$1.3M	Sell	16,540 -2,838	-15%	-$225K	0.65%	19
2021 Q1	$1.47M	Buy	19,378 +1,950	+11%	+$147K	0.77%	16
2020 Q4	$1.27M	Buy	17,428 +225	+1%	+$15.4K	0.72%	17
2020 Q3	$1.09M	Hold	17,203	–	–	0.7%	17
2020 Q2	$1.05M	Buy	17,203 +128	+0.7%	+$7.4K	0.72%	17
2020 Q1	$913K	Buy	17,075 +13,396	+364%	+$850K	0.73%	18
2019 Q4	$255K	Sell	3,679 -245	-6%	-$16.5K	0.2%	39
2019 Q3	$256K	Sell	3,924 -1,123	-22%	-$72.4K	0.23%	37
2019 Q2	$332K	Buy	5,047 +154	+3%	+$10.1K	0.26%	35
2019 Q1	$325K	Sell	4,893 -3,890	-44%	-$245K	0.26%	35
2018 Q4	$516K	Buy	+8,783	New	+$549K	0.49%	23

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Reston Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 4.3% in Q2 2026, buying an estimated $43.9K and bringing the position to 10,437 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #24.

Reston Wealth Management first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q1 2021. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Reston Wealth Management held 10,437 shares of iShares MSCI EAFE ETF worth $1.08M as of Q2 2026.
Reston Wealth Management bought 427 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $43.9K.
iShares MSCI EAFE ETF made up 0.29% of Reston Wealth Management's portfolio in Q2 2026, its #24 holding.
Reston Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Reston Wealth Management's iShares MSCI EAFE ETF position peaked at $1.47M in Q1 2021.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.