Smith & Howard Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Smith & Howard Wealth 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	$372K	Buy	+4,300	New	+$442K	0.07%	63
2026 Q1	–	Sell	-3,000	Closed	-$255K	–	92
2025 Q4	$255K	Buy	3,000 +1,500	+100%	+$142K	0.06%	74
2025 Q3	$128K	Buy	+1,500	New	+$136K	0.03%	83

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Smith & Howard Wealth Management's EFA Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, selling an estimated $1.03M and leaving 53,241 shares worth $5.53M. The position accounts for 1.1% of the portfolio, ranked #24.

Smith & Howard Wealth Management first reported a position in EFA in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.51M in Q4 2017. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Smith & Howard Wealth Management held 53,241 shares of iShares MSCI EAFE ETF worth $5.53M as of Q2 2026.
Smith & Howard Wealth Management sold 10,044 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.03M.
iShares MSCI EAFE ETF made up 1.1% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #24 holding.
Smith & Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 50 quarters since.
Smith & Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $7.51M in Q4 2017.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.