Smith & Howard Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Buy |
63,285
+8,239
| +15% | +$824K | 1.31% | 19 |
|
|
2025
Q4 | $5.29M | Buy |
55,046
+34
| +0.1% | +$3.23K | 1.19% | 21 |
|
|
2025
Q3 | $5.14M | Buy |
55,012
+3,612
| +7% | +$328K | 1.18% | 21 |
|
|
2025
Q2 | $4.59M | Sell |
51,400
-1,347
| -3% | -$115K | 1.16% | 20 |
|
|
2025
Q1 | $4.31M | Sell |
52,747
-380
| -0.7% | -$30.6K | 1.17% | 19 |
|
|
2024
Q4 | $4.02M | Buy |
53,127
+76
| +0.1% | +$6.02K | 1.14% | 19 |
|
|
2024
Q3 | $4.44M | Sell |
53,051
-550
| -1% | -$44.3K | 1.25% | 19 |
|
|
2024
Q2 | $4.2M | Sell |
53,601
-211
| -0.4% | -$16.7K | 1.25% | 21 |
|
|
2024
Q1 | $4.3M | Sell |
53,812
-6,447
| -11% | -$493K | 1.33% | 22 |
|
|
2023
Q4 | $4.54M | Buy |
60,259
+1,094
| +2% | +$77.3K | 1.61% | 19 |
|
|
2023
Q3 | $4.08M | Buy |
59,165
+2,720
| +5% | +$195K | 1.43% | 22 |
|
|
2023
Q2 | $4.09M | Sell |
56,445
-3,056
| -5% | -$222K | 1.44% | 21 |
|
|
2023
Q1 | $4.26M | Sell |
59,501
-3,355
| -5% | -$235K | 1.47% | 22 |
|
|
2022
Q4 | $4.13M | Sell |
62,856
-14,347
| -19% | -$899K | 1.58% | 21 |
|
|
2022
Q3 | $4.32M | Sell |
77,203
-9,998
| -11% | -$623K | 1.84% | 18 |
|
|
2022
Q2 | $5.45M | Buy |
87,201
+15,028
| +21% | +$1.02M | 2.31% | 14 |
|
|
2022
Q1 | $5.31M | Buy |
72,173
+6,871
| +11% | +$514K | 2.23% | 14 |
|
|
2021
Q4 | $5.14M | Buy |
65,302
+1,180
| +2% | +$93.5K | 2.33% | 12 |
|
|
2021
Q3 | $5M | Buy |
64,122
+239
| +0.4% | +$19.1K | 2.36% | 11 |
|
|
2021
Q2 | $5.04M | Buy |
63,883
+81
| +0.1% | +$6.43K | 2.39% | 11 |
|
|
2021
Q1 | $4.84M | Hold |
63,802
| – | – | 2.43% | 13 |
|
|
2020
Q4 | $4.66M | Buy |
63,802
+57
| +0.1% | +$3.9K | 2.48% | 13 |
|
|
2020
Q3 | $4.06M | Hold |
63,745
| – | – | 2.39% | 13 |
|
|
2020
Q2 | $3.88M | Sell |
63,745
-2,130
| -3% | -$123K | 2.41% | 13 |
|
|
2020
Q1 | $3.52M | Sell |
65,875
-11,764
| -15% | -$747K | 2.25% | 15 |
|
|
2019
Q4 | $5.39M | Sell |
77,639
-286
| -0.4% | -$19.3K | 1.84% | 16 |
|
|
2019
Q3 | $5.08M | Sell |
77,925
-10,649
| -12% | -$686K | 2.03% | 13 |
|
|
2019
Q2 | $5.82M | Sell |
88,574
-4,414
| -5% | -$289K | 2.46% | 9 |
|
|
2019
Q1 | $6.03M | Sell |
92,988
-17,572
| -16% | -$1.11M | 2.97% | 8 |
|
|
2018
Q4 | $6.5M | Buy |
110,560
+6,351
| +6% | +$397K | 3.58% | 6 |
|
|
2018
Q3 | $7.08M | Buy |
104,209
+2,034
| +2% | +$137K | 2.99% | 9 |
|
|
2018
Q2 | $6.84M | Buy |
102,175
+5,335
| +6% | +$374K | 3.01% | 9 |
|
|
2018
Q1 | $6.75M | Sell |
96,840
-10,006
| -9% | -$713K | 2.91% | 9 |
|
|
2017
Q4 | $7.51M | Buy |
106,846
+700
| +0.7% | +$48.7K | 3.52% | 7 |
|
|
2017
Q3 | $7.27M | Buy |
106,146
+1,116
| +1% | +$74.6K | 3.45% | 7 |
|
|
2017
Q2 | $6.85M | Buy |
105,030
+4,039
| +4% | +$261K | 3.27% | 7 |
|
|
2017
Q1 | $6.29M | Buy |
100,991
+5,087
| +5% | +$308K | 3.02% | 7 |
|
|
2016
Q4 | $5.54M | Sell |
95,904
-893
| -0.9% | -$51.5K | 2.89% | 8 |
|
|
2016
Q3 | $5.72M | Buy |
96,797
+199
| +0.2% | +$11.5K | 2.99% | 8 |
|
|
2016
Q2 | $5.39M | Buy |
96,598
+2,315
| +2% | +$133K | 2.59% | 8 |
|
|
2016
Q1 | $5.39M | Sell |
94,283
-14,025
| -13% | -$773K | 2.23% | 9 |
|
|
2015
Q4 | $6.36M | Buy |
108,308
+101,281
| +1,441% | +$6.1M | 3.11% | 9 |
|
|
2015
Q3 | $403K | Sell |
7,027
-31,000
| -82% | -$1.91M | 0.19% | 28 |
|
|
2015
Q2 | $2.41M | Hold |
38,027
| – | – | 1.06% | 11 |
|
|
2015
Q1 | $2.44M | Sell |
38,027
-13,830
| -27% | -$871K | 1.05% | 11 |
|
|
2014
Q4 | $3.15M | Buy |
+51,857
| New | +$3.24M | 1.51% | 10 |
|
|
2014
Q1 | – | Sell |
-522
| Closed | -$35K | – | 89 |
|
|
2013
Q4 | $35K | Hold |
522
| – | – | 0.02% | 123 |
|
|
2013
Q3 | $33K | Buy |
522
+56
| +12% | +$3.43K | 0.02% | 130 |
|
|
2013
Q2 | $27K | Buy |
+466
| New | +$28.2K | 0.02% | 118 |
|
Other funds holding EFA
NMIMC
Smith & Howard Wealth Management's EFA Position: Q1 2026 in Review
Smith & Howard Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q1 2026, buying an estimated $824K and bringing the position to 63,285 shares worth $6.06M. The position accounts for 1.31% of the portfolio, ranked #19.
Smith & Howard Wealth Management first reported a position in EFA in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.51M in Q4 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Smith & Howard Wealth Management held 63,285 shares of iShares MSCI EAFE ETF worth $6.06M as of Q1 2026.
- Smith & Howard Wealth Management bought 8,239 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $824K.
- iShares MSCI EAFE ETF made up 1.31% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #19 holding.
- Smith & Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 49 quarters since.
- Smith & Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $7.51M in Q4 2017.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.