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Sonata Capital Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Sonata Capital Group’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 		$1M Buy
9,668
+563
+6% +$57.9K 0.32% 59
2026
Q1 		$884K Buy
9,105
+2,156
+31% +$216K 0.33% 60
2025
Q4 		$667K Buy
6,949
+19
+0.3% +$1.8K 0.24% 68
2025
Q3 		$647K Buy
6,930
+454
+7% +$41.3K 0.24% 69
2025
Q2 		$579K Buy
6,476
+3,062
+90% +$261K 0.23% 67
2025
Q1 		$279K Buy
3,414
+247
+8% +$19.9K 0.12% 97
2024
Q4 		$239K Hold
3,167
– – 0.1% 104
2024
Q3 		$265K Sell
3,167
-914
-22% -$73.5K 0.11% 103
2024
Q2 		$320K Buy
4,081
+48
+1% +$3.8K 0.16% 74
2024
Q1 		$322K Buy
4,033
+249
+7% +$19K 0.15% 92
2023
Q4 		$285K Hold
3,784
– – 0.14% 93
2023
Q3 		$261K Buy
3,784
+42
+1% +$3.01K 0.14% 91
2023
Q2 		$271K Buy
3,742
+170
+5% +$12.3K 0.14% 92
2023
Q1 		$255K Sell
3,572
-440
-11% -$30.8K 0.14% 92
2022
Q4 		$263K Sell
4,012
-461
-10% -$28.9K 0.15% 94
2022
Q3 		$251K Sell
4,473
-385
-8% -$24K 0.14% 92
2022
Q2 		$304K Hold
4,858
– – 0.16% 86
2022
Q1 		$358K Hold
4,858
– – 0.16% 87
2021
Q4 		$382K Sell
4,858
-260
-5% -$20.6K 0.16% 90
2021
Q3 		$399K Buy
5,118
+87
+2% +$6.96K 0.18% 83
2021
Q2 		$397K Sell
5,031
-56
-1% -$4.45K 0.18% 84
2021
Q1 		$386K Sell
5,087
-100
-2% -$7.53K 0.19% 85
2020
Q4 		$378K Sell
5,187
-336
-6% -$23K 0.19% 85
2020
Q3 		$352K Sell
5,523
-238
-4% -$15.2K 0.21% 83
2020
Q2 		$351K Sell
5,761
-653
-10% -$37.8K 0.22% 80
2020
Q1 		$343K Buy
6,414
+193
+3% +$12.2K 0.26% 79
2019
Q4 		$432K Buy
6,221
+51
+0.8% +$3.44K 0.26% 73
2019
Q3 		$402K Sell
6,170
-970
-14% -$62.5K 0.27% 73
2019
Q2 		$469K Sell
7,140
-290
-4% -$19K 0.32% 70
2019
Q1 		$482K Sell
7,430
-696
-9% -$43.8K 0.36% 61
2018
Q4 		$478K Sell
8,126
-565
-7% -$35.3K 0.39% 59
2018
Q3 		$591K Buy
8,691
+396
+5% +$26.7K 0.4% 53
2018
Q2 		$556K Sell
8,295
-106
-1% -$7.43K 0.4% 55
2018
Q1 		$585K Buy
8,401
+535
+7% +$38.1K 0.43% 54
2017
Q4 		$553K Buy
7,866
+216
+3% +$15K 0.4% 55
2017
Q3 		$524K Buy
7,650
+226
+3% +$15.1K 0.39% 62
2017
Q2 		$484K Buy
7,424
+571
+8% +$36.9K 0.36% 64
2017
Q1 		$427K Buy
6,853
+68
+1% +$4.11K 0.32% 68
2016
Q4 		$392K Sell
6,785
-700
-9% -$40.4K 0.31% 72
2016
Q3 		$443K Buy
7,485
+234
+3% +$13.6K 0.36% 61
2016
Q2 		$405K Sell
7,251
-160
-2% -$9.21K 0.35% 62
2016
Q1 		$424K Buy
7,411
+73
+1% +$4.02K 0.37% 62
2015
Q4 		$431K Hold
7,338
– – 0.38% 62
2015
Q3 		$421K Hold
7,338
– – 0.39% 61
2015
Q2 		$466K Buy
7,338
+66
+0.9% +$4.39K 0.4% 56
2015
Q1 		$467K Hold
7,272
– – 0.41% 58
2014
Q4 		$442K Buy
+7,272
New +$454K 0.4% 60

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Sonata Capital Group's EFA Position: Q2 2026 in Review

Sonata Capital Group increased its iShares MSCI EAFE ETF (EFA) stake by 6.2% in Q2 2026, buying an estimated $57.9K and bringing the position to 9,668 shares worth $1M. The position accounts for 0.32% of the portfolio, ranked #59.

Sonata Capital Group first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sonata Capital Group held 9,668 shares of iShares MSCI EAFE ETF worth $1M as of Q2 2026.
  • Sonata Capital Group bought 563 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $57.9K.
  • iShares MSCI EAFE ETF made up 0.32% of Sonata Capital Group's portfolio in Q2 2026, its #59 holding.
  • Sonata Capital Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.