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

Rockwood 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	$632K	Sell	6,085 -1,509	-20%	-$155K	0.04%	68
2026 Q1	$738K	Buy	7,594 +120	+2%	+$12K	0.05%	54
2025 Q4	$718K	Buy	7,474 +1,270	+20%	+$120K	0.05%	54
2025 Q3	$579K	Buy	6,204 +104	+2%	+$9.45K	0.05%	60
2025 Q2	$545K	Buy	6,100 +1,366	+29%	+$117K	0.05%	58
2025 Q1	$387K	Hold	4,734	–	–	0.04%	64
2024 Q4	$358K	Buy	+4,734	New	+$375K	0.04%	62
2022 Q2	–	Sell	-4,238	Closed	-$312K	–	75
2022 Q1	$312K	Buy	+4,238	New	+$317K	0.15%	58

Other funds holding EFA

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

Rockwood Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2026, selling an estimated $155K and leaving 6,085 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #68.

Rockwood Wealth Management first reported a position in EFA in Q1 2022 and has held it in 8 quarters since. The position peaked at $738K in Q1 2026. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Rockwood Wealth Management held 6,085 shares of iShares MSCI EAFE ETF worth $632K as of Q2 2026.
Rockwood Wealth Management sold 1,509 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $155K.
iShares MSCI EAFE ETF made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #68 holding.
Rockwood Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 8 quarters since.
Rockwood Wealth Management's iShares MSCI EAFE ETF position peaked at $738K in Q1 2026.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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