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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reston Wealth Management's EFA Position: Q1 2026 in Review

Reston Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.09% in Q1 2026, selling an estimated $900 and leaving 10,010 shares worth $972K. The position accounts for 0.3% of the portfolio, ranked #23.

Reston Wealth Management first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.47M in Q1 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Reston Wealth Management held 10,010 shares of iShares MSCI EAFE ETF worth $972K as of Q1 2026.
  • Reston Wealth Management sold 9 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $900.
  • iShares MSCI EAFE ETF made up 0.3% of Reston Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Reston Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Reston Wealth Management's iShares MSCI EAFE ETF position peaked at $1.47M in Q1 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.