Reston Wealth Management
EFA icon

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
Q3 		$1.15M Buy
11,072
+635
+6% +$67.3K 0.31% 24
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 		$1.1M 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Reston Wealth Management's EFA Position: Q3 2026 in Review

Reston Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.1% in Q3 2026, buying an estimated $67.3K and bringing the position to 11,072 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #24.

Reston Wealth Management first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.47M in Q1 2021. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Reston Wealth Management held 11,072 shares of iShares MSCI EAFE ETF worth $1.15M as of Q3 2026.
  • Reston Wealth Management bought 635 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $67.3K.
  • iShares MSCI EAFE ETF made up 0.31% of Reston Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Reston Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
  • Reston Wealth Management's iShares MSCI EAFE ETF position peaked at $1.47M in Q1 2021.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Reston Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.