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

Smallwood Wealth Investment 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 		$43.5K Hold
419
– – 0.02% 203
2026
Q1 		$40.7K Hold
419
– – 0.02% 195
2025
Q4 		$40.2K Hold
419
– – 0.02% 193
2025
Q3 		$39.1K Hold
419
– – 0.02% 201
2025
Q2 		$37.5K Hold
419
– – 0.02% 196
2025
Q1 		$34.2K Buy
+419
New +$33.8K 0.02% 196

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

Smallwood Wealth Investment Management's EFA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 419 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #203.

Smallwood Wealth Investment Management first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 1,209 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Smallwood Wealth Investment Management held 419 shares of iShares MSCI EAFE ETF worth $43.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #203 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.