SWA
EFA icon

Sax Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sax Wealth 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 		$8.32M Buy
85,699
+11,028
+15% +$1.13M 0.34% 57
2026
Q1 		$7.17M Hold
74,671
– – 0.35% 53
2025
Q4 		$7.17M Buy
74,671
+53,159
+247% +$5.04M 0.34% 55
2025
Q3 		$2.01M Buy
21,512
+474
+2% +$43.1K 0.11% 109
2025
Q2 		$1.88M Buy
21,038
+2,780
+15% +$237K 0.11% 107
2025
Q1 		$1.49M Buy
18,258
+3,179
+21% +$256K 0.11% 104
2024
Q4 		$1.14M Buy
15,079
+3,377
+29% +$267K 0.09% 108
2024
Q3 		$979K Buy
11,702
+2,181
+23% +$175K 0.09% 92
2024
Q2 		$746K Buy
9,521
+763
+9% +$60.4K 0.07% 109
2024
Q1 		$699K Sell
8,758
-65
-0.7% -$4.97K 0.08% 97
2023
Q4 		$665K Buy
8,823
+581
+7% +$41.1K 0.11% 96
2023
Q3 		$568K Sell
8,242
-335
-4% -$24K 0.11% 102
2023
Q2 		$622K Buy
8,577
+2
+0% +$145 0.12% 91
2023
Q1 		$613K Buy
8,575
+150
+2% +$10.5K 0.13% 90
2022
Q4 		$553K Sell
8,425
-255
-3% -$16K 0.13% 94
2022
Q3 		$486K Sell
8,680
-93
-1% -$5.8K 0.13% 99
2022
Q2 		$548K Sell
8,773
-2,287
-21% -$156K 0.14% 96
2022
Q1 		$814K Buy
11,060
+734
+7% +$54.9K 0.2% 68
2021
Q4 		$812K Buy
10,326
+5
+0% +$396 0.17% 75
2021
Q3 		$805K Hold
10,321
– – 0.19% 73
2021
Q2 		$814K Buy
10,321
+80
+0.8% +$6.36K 0.28% 64
2021
Q1 		$777K Buy
10,241
+590
+6% +$44.4K 0.28% 62
2020
Q4 		$704K Buy
+9,651
New +$660K 0.32% 59

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Sax Wealth Advisors's EFA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, buying an estimated $1.13M and bringing the position to 85,699 shares worth $8.32M. The position accounts for 0.34% of the portfolio, ranked #57.

Sax Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sax Wealth Advisors held 85,699 shares of iShares MSCI EAFE ETF worth $8.32M as of Q2 2026.
  • Sax Wealth Advisors bought 11,028 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.13M.
  • iShares MSCI EAFE ETF made up 0.34% of Sax Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.