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

Smith Salley 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	$312K	Sell	3,007 -20	-0.7%	-$2.06K	0.01%	232
2026 Q1	$294K	Buy	3,027 +20	+0.7%	+$2K	0.01%	227
2025 Q4	$289K	Hold	3,007	–	–	0.01%	230
2025 Q3	$281K	Buy	+3,007	New	+$273K	0.01%	232
2024 Q1	–	Sell	-71,706	Closed	-$5.4M	–	230
2023 Q4	$5.4M	Sell	71,706 -185	-0.3%	-$13.1K	0.35%	61
2023 Q3	$4.95M	Buy	71,891 +454	+0.6%	+$32.5K	0.37%	61
2023 Q2	$5.18M	Sell	71,437 -774	-1%	-$56.2K	0.38%	62
2023 Q1	$5.16M	Sell	72,211 -69	-0.1%	-$4.83K	0.41%	62
2022 Q4	$4.74M	Buy	72,280 +4,670	+7%	+$293K	0.41%	61
2022 Q3	$3.79M	Buy	67,610 +2,059	+3%	+$128K	0.35%	71
2022 Q2	$4.1M	Buy	65,551 +1,642	+3%	+$112K	0.35%	67
2022 Q1	$4.7M	Sell	63,909 -60	-0.1%	-$4.49K	0.36%	66
2021 Q4	$5.03M	Sell	63,969 -2,605	-4%	-$206K	0.36%	67
2021 Q3	$5.19M	Sell	66,574 -5	-0%	-$400	0.41%	60
2021 Q2	$5.25M	Sell	66,579 -148	-0.2%	-$11.8K	0.43%	58
2021 Q1	$5.06M	Sell	66,727 -1,566	-2%	-$118K	0.45%	57
2020 Q4	$4.98M	Sell	68,293 -4,362	-6%	-$298K	0.5%	52
2020 Q3	$4.63M	Sell	72,655 -219	-0.3%	-$14K	0.56%	52
2020 Q2	$4.43M	Buy	72,874 +14,308	+24%	+$827K	0.59%	50
2020 Q1	$3.13M	Sell	58,566 -10,042	-15%	-$637K	0.52%	56
2019 Q4	$4.76M	Sell	68,608 -3,118	-4%	-$211K	0.63%	50
2019 Q3	$4.68M	Buy	71,726 +22	+0%	+$1.42K	0.66%	50
2019 Q2	$4.71M	Buy	71,704 +8,278	+13%	+$542K	0.71%	48
2019 Q1	$4.11M	Sell	63,426 -934	-1%	-$58.8K	0.66%	54
2018 Q4	$3.78M	Buy	64,360 +399	+0.6%	+$24.9K	0.7%	53
2018 Q3	$4.35M	Sell	63,961 -15,049	-19%	-$1.02M	0.69%	53
2018 Q2	$5.29M	Buy	79,010 +237	+0.3%	+$16.6K	0.91%	42
2018 Q1	$5.49M	Buy	78,773 +3,774	+5%	+$269K	0.98%	40
2017 Q4	$5.27M	Buy	74,999 +6,671	+10%	+$464K	0.94%	40
2017 Q3	$4.68M	Buy	68,328 +281	+0.4%	+$18.8K	0.9%	41
2017 Q2	$4.44M	Buy	68,047 +363	+0.5%	+$23.5K	0.89%	43
2017 Q1	$4.22M	Buy	67,684 +2,690	+4%	+$163K	0.86%	44
2016 Q4	$3.75M	Sell	64,994 -499	-0.8%	-$28.8K	0.78%	48
2016 Q3	$3.87M	Sell	65,493 -232	-0.4%	-$13.4K	0.86%	45
2016 Q2	$3.67M	Buy	+65,725	New	+$3.78M	0.85%	45
2015 Q3	–	Sell	-10,145	Closed	-$645K	–	158
2015 Q2	$645K	Sell	10,145 -3,693	-27%	-$246K	0.16%	110
2015 Q1	$888K	Sell	13,838 -2,032	-13%	-$128K	0.23%	102
2014 Q4	$966K	Sell	15,870 -12,700	-44%	-$793K	0.25%	101
2014 Q3	$1.83M	Sell	28,570 -6,355	-18%	-$424K	0.49%	69
2014 Q2	$2.39M	Buy	34,925 +27,161	+350%	+$1.86M	0.64%	58
2014 Q1	$522K	Buy	7,764 +46	+0.6%	+$3.04K	0.33%	67
2013 Q4	$518K	Buy	7,718 +1,759	+30%	+$115K	0.34%	61
2013 Q3	$380K	Buy	+5,959	New	+$365K	0.31%	54

Other funds holding EFA

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 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

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

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

Smith Salley Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.66% in Q2 2026, selling an estimated $2.06K and leaving 3,007 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #232.

Smith Salley Wealth Management first reported a position in EFA in Q3 2013 and has held it in 43 quarters since. The position peaked at $5.49M in Q1 2018. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Smith Salley Wealth Management held 3,007 shares of iShares MSCI EAFE ETF worth $312K as of Q2 2026.
Smith Salley Wealth Management sold 20 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.06K.
iShares MSCI EAFE ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #232 holding.
Smith Salley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 43 quarters since.
Smith Salley Wealth Management's iShares MSCI EAFE ETF position peaked at $5.49M in Q1 2018.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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