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

Robertson Stephens 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 		$9.52M Sell
91,686
-1,444
-2% -$149K 0.23% 78
2026
Q1 		$9.05M Buy
93,130
+2,891
+3% +$289K 0.25% 77
2025
Q4 		$8.67M Buy
90,239
+2,295
+3% +$218K 0.23% 87
2025
Q3 		$8.21M Buy
87,944
+12,248
+16% +$1.11M 0.25% 73
2025
Q2 		$6.77M Sell
75,696
-954
-1% -$81.5K 0.22% 86
2025
Q1 		$6.26M Buy
76,650
+9,125
+14% +$735K 0.22% 87
2024
Q4 		$5.11M Sell
67,525
-2,796
-4% -$221K 0.18% 109
2024
Q3 		$5.88M Sell
70,321
-58,805
-46% -$4.73M 0.21% 96
2024
Q2 		$10.1M Sell
129,126
-9,424
-7% -$747K 0.51% 38
2024
Q1 		$11.1M Buy
138,550
+132,205
+2,084% +$10.1M 0.59% 36
2023
Q4 		$478K Sell
6,345
-722
-10% -$51K 0.03% 315
2023
Q3 		$487K Hold
7,067
– – 0.03% 310
2023
Q2 		$512K Buy
7,067
+4
+0.1% +$290 0.04% 272
2023
Q1 		$505K Sell
7,063
-1,961
-22% -$137K 0.04% 286
2022
Q4 		$592K Sell
9,024
-3,216
-26% -$201K 0.06% 242
2022
Q3 		$685K Sell
12,240
-3,547
-22% -$221K 0.07% 186
2022
Q2 		$986K Buy
15,787
+1,722
+12% +$117K 0.09% 160
2022
Q1 		$1.03M Buy
14,065
+7,296
+108% +$546K 0.09% 179
2021
Q4 		$533K Buy
6,769
+2,552
+61% +$202K 0.04% 251
2021
Q3 		$329K Buy
4,217
+33
+0.8% +$2.64K 0.04% 250
2021
Q2 		$330K Buy
4,184
+48
+1% +$3.81K 0.04% 255
2021
Q1 		$313K Hold
4,136
– – 0.05% 228
2020
Q4 		$301K Buy
4,136
+8
+0.2% +$547 0.06% 190
2020
Q3 		$262K Buy
+4,128
New +$264K 0.06% 186
2020
Q2 		– Sell
-20,235
Closed -$1.08M – 198
2020
Q1 		$1.08M Sell
20,235
-15,234
-43% -$967K 0.37% 61
2019
Q4 		$2.46M Sell
35,469
-27,814
-44% -$1.88M 1.24% 21
2019
Q3 		$4.13M Buy
63,283
+34,694
+121% +$2.24M 2.09% 11
2019
Q2 		$1.88M Buy
28,589
+21,404
+298% +$1.4M 1.83% 17
2019
Q1 		$466K Buy
+7,185
New +$453K 0.4% 40

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

Robertson Stephens Wealth Management's EFA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, selling an estimated $149K and leaving 91,686 shares worth $9.52M. The position accounts for 0.23% of the portfolio, ranked #78.

Robertson Stephens Wealth Management first reported a position in EFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.1M in Q1 2024. 1,098 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Robertson Stephens Wealth Management held 91,686 shares of iShares MSCI EAFE ETF worth $9.52M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,444 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $149K.
  • iShares MSCI EAFE ETF made up 0.23% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI EAFE ETF position peaked at $11.1M in Q1 2024.
  • 1,098 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.