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Rockingstone Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Rockingstone Advisors’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 		$262K Hold
2,520
– – 0.11% 102
2026
Q1 		$245K Hold
2,520
– – 0.11% 105
2025
Q4 		$242K Buy
+2,520
New +$239K 0.11% 103

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Rockingstone Advisors's EFA Position: Q2 2026 in Review

Rockingstone Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,520 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #102.

Rockingstone Advisors first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Rockingstone Advisors held 2,520 shares of iShares MSCI EAFE ETF worth $262K as of Q2 2026.
  • Rockingstone Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.11% of Rockingstone Advisors's portfolio in Q2 2026, its #102 holding.
  • Rockingstone Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.