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Salem Investment Counselors’s iShares MSCI EAFE ETF EFA Stock Holding History

Salem Investment Counselors’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 		$1.01M Buy
9,764
+95
+1% +$9.77K 0.03% 232
2026
Q1 		$939K Buy
9,669
+24
+0.2% +$2.4K 0.03% 219
2025
Q4 		$926K Sell
9,645
-24
-0.2% -$2.28K 0.03% 215
2025
Q3 		$903K Sell
9,669
-453
-4% -$41.2K 0.03% 223
2025
Q2 		$905K Buy
10,122
+61
+0.6% +$5.21K 0.03% 215
2025
Q1 		$822K Sell
10,061
-244
-2% -$19.7K 0.03% 216
2024
Q4 		$779K Hold
10,305
– – 0.03% 227
2024
Q3 		$862K Sell
10,305
-775
-7% -$62.4K 0.03% 215
2024
Q2 		$868K Buy
11,080
+275
+3% +$21.8K 0.03% 211
2024
Q1 		$863K Sell
10,805
-524
-5% -$40.1K 0.03% 211
2023
Q4 		$854K Buy
11,329
+336
+3% +$23.7K 0.03% 201
2023
Q3 		$758K Sell
10,993
-253
-2% -$18.1K 0.03% 199
2023
Q2 		$815K Sell
11,246
-1,065
-9% -$77.3K 0.03% 190
2023
Q1 		$880K Buy
12,311
+3,905
+46% +$273K 0.04% 187
2022
Q4 		$552K Sell
8,406
-281
-3% -$17.6K 0.02% 234
2022
Q3 		$487K Sell
8,687
-1,178
-12% -$73.4K 0.02% 235
2022
Q2 		$616K Buy
9,865
+2,701
+38% +$184K 0.03% 220
2022
Q1 		$527K Sell
7,164
-242
-3% -$18.1K 0.02% 253
2021
Q4 		$583K Buy
7,406
+1,568
+27% +$124K 0.02% 256
2021
Q3 		$455K Buy
5,838
+409
+8% +$32.7K 0.02% 253
2021
Q2 		$428K Buy
5,429
+20
+0.4% +$1.59K 0.02% 253
2021
Q1 		$410K Sell
5,409
-119
-2% -$8.96K 0.03% 227
2020
Q4 		$403K Sell
5,528
-362
-6% -$24.8K 0.03% 220
2020
Q3 		$375K Sell
5,890
-602
-9% -$38.5K 0.03% 206
2020
Q2 		$395K Sell
6,492
-142
-2% -$8.21K 0.03% 189
2020
Q1 		$355K Sell
6,634
-618
-9% -$39.2K 0.04% 191
2019
Q4 		$504K Buy
7,252
+2,364
+48% +$160K 0.04% 186
2019
Q3 		$319K Buy
4,888
+30
+0.6% +$1.93K 0.03% 211
2019
Q2 		$319K Buy
+4,858
New +$318K 0.03% 220
2017
Q2 		– Sell
-59,532
Closed -$3.69M – 676
2017
Q1 		$3.69M Buy
59,532
+847
+1% +$51.2K 0.39% 65
2016
Q4 		$3.39M Buy
58,685
+2,013
+4% +$116K 0.39% 64
2016
Q3 		$33.5K Buy
56,672
+4,916
+9% +$285K 0.44% 60
2016
Q2 		$2.89M Buy
51,756
+2,529
+5% +$146K 0.35% 75
2016
Q1 		$2.81M Buy
49,227
+121
+0.2% +$6.67K 0.35% 75
2015
Q4 		$2.88M Buy
49,106
+910
+2% +$54.8K 0.36% 71
2015
Q3 		$2.74M Buy
48,196
+3,416
+8% +$211K 0.36% 68
2015
Q2 		$2.84M Sell
44,780
-156
-0.3% -$10.4K 0.35% 78
2015
Q1 		$2.88M Buy
44,936
+9,165
+26% +$577K 0.34% 74
2014
Q4 		$2.18M Buy
35,771
+580
+2% +$36.2K 0.26% 96
2014
Q3 		$2.26M Sell
35,191
-4,600
-12% -$307K 0.27% 95
2014
Q2 		$2.72M Buy
39,791
+385
+1% +$26.4K 0.33% 83
2014
Q1 		$2.65M Buy
39,406
+2,975
+8% +$197K 0.33% 79
2013
Q4 		$2.44M Buy
36,431
+2,112
+6% +$138K 0.32% 80
2013
Q3 		$2.19M Buy
34,319
+3,398
+11% +$208K 0.3% 80
2013
Q2 		$1.77M Buy
+30,921
New +$1.87M 0.26% 91

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Salem Investment Counselors's EFA Position: Q2 2026 in Review

Salem Investment Counselors increased its iShares MSCI EAFE ETF (EFA) stake by 0.98% in Q2 2026, buying an estimated $9.77K and bringing the position to 9,764 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #232.

Salem Investment Counselors first reported a position in EFA in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.69M in Q1 2017. 1,166 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Salem Investment Counselors held 9,764 shares of iShares MSCI EAFE ETF worth $1.01M as of Q2 2026.
  • Salem Investment Counselors bought 95 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.77K.
  • iShares MSCI EAFE ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #232 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 45 quarters since.
  • Salem Investment Counselors's iShares MSCI EAFE ETF position peaked at $3.69M in Q1 2017.
  • 1,166 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.