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SlateStone Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

SlateStone Wealth’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 		$3.11M Buy
29,968
+143
+0.5% +$14.7K 0.24% 83
2026
Q1 		$2.9M Sell
29,825
-4,823
-14% -$483K 0.24% 88
2025
Q4 		$3.33M Buy
34,648
+178
+0.5% +$16.9K 0.28% 86
2025
Q3 		$3.22M Sell
34,470
-852
-2% -$77.5K 0.28% 87
2025
Q2 		$3.16M Sell
35,322
-5,562
-14% -$475K 0.3% 82
2025
Q1 		$3.34M Sell
40,884
-6,133
-13% -$494K 0.34% 78
2024
Q4 		$3.56M Sell
47,017
-2,316
-5% -$183K 0.35% 78
2024
Q3 		$4.13M Buy
49,333
+307
+0.6% +$24.7K 0.37% 70
2024
Q2 		$3.84M Buy
49,026
+9,415
+24% +$746K 0.42% 61
2024
Q1 		$3.16M Buy
39,611
+2,581
+7% +$197K 0.32% 73
2023
Q4 		$2.79M Buy
37,030
+1,955
+6% +$138K 0.36% 71
2023
Q3 		$2.42M Buy
35,075
+4,920
+16% +$352K 0.35% 71
2023
Q2 		$2.19M Buy
30,155
+8,505
+39% +$618K 0.41% 54
2023
Q1 		$1.55M Buy
21,650
+4,873
+29% +$341K 0.32% 74
2022
Q4 		$1.1M Buy
16,777
+4,465
+36% +$280K 0.27% 79
2022
Q3 		$690K Buy
12,312
+3,502
+40% +$218K 0.18% 94
2022
Q2 		$551K Buy
8,810
+5,881
+201% +$400K 0.14% 107
2022
Q1 		$216K Buy
+2,929
New +$219K 0.05% 168
2020
Q1 		– Sell
-3,474
Closed -$241K – 188
2019
Q4 		$241K Buy
+3,474
New +$235K 0.06% 191

Other funds holding EFA

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

SlateStone Wealth's EFA Position: Q2 2026 in Review

SlateStone Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.48% in Q2 2026, buying an estimated $14.7K and bringing the position to 29,968 shares worth $3.11M. The position accounts for 0.24% of the portfolio, ranked #83.

SlateStone Wealth first reported a position in EFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.13M in Q3 2024. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SlateStone Wealth held 29,968 shares of iShares MSCI EAFE ETF worth $3.11M as of Q2 2026.
  • SlateStone Wealth bought 143 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.7K.
  • iShares MSCI EAFE ETF made up 0.24% of SlateStone Wealth's portfolio in Q2 2026, its #83 holding.
  • SlateStone Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
  • SlateStone Wealth's iShares MSCI EAFE ETF position peaked at $4.13M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.