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SteelPeak Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

SteelPeak Wealth’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 		$17.5M Sell
168,692
-19,088
-10% -$1.96M 0.45% 47
2026
Q1 		$18.2M Buy
187,780
+45,009
+32% +$4.5M 0.56% 40
2025
Q4 		$13.7M Buy
142,771
+5,835
+4% +$553K 0.45% 57
2025
Q3 		$12.8M Buy
136,936
+7,435
+6% +$676K 0.43% 52
2025
Q2 		$11.6M Buy
129,501
+11,889
+10% +$1.02M 0.45% 53
2025
Q1 		$9.61M Buy
117,612
+11,242
+11% +$906K 0.4% 62
2024
Q4 		$8.04M Sell
106,370
-34,284
-24% -$2.72M 0.33% 67
2024
Q3 		$11.8M Buy
140,654
+3,006
+2% +$242K 0.51% 46
2024
Q2 		$10.8M Sell
137,648
-13,740
-9% -$1.09M 0.5% 46
2024
Q1 		$12.1M Buy
151,388
+13,111
+9% +$1M 0.61% 40
2023
Q4 		$10.4M Sell
138,277
-6,989
-5% -$494K 0.6% 39
2023
Q3 		$10M Buy
145,266
+30,511
+27% +$2.19M 0.63% 39
2023
Q2 		$8.32M Sell
114,755
-5,984
-5% -$435K 0.49% 50
2023
Q1 		$8.64M Buy
120,739
+3,647
+3% +$255K 0.59% 51
2022
Q4 		$7.69M Sell
117,092
-20,831
-15% -$1.3M 0.56% 51
2022
Q3 		$7.72M Buy
137,923
+14,058
+11% +$876K 0.57% 48
2022
Q2 		$7.74M Buy
123,865
+11,184
+10% +$761K 0.56% 51
2022
Q1 		$8.29M Buy
112,681
+22,894
+25% +$1.71M 0.47% 51
2021
Q4 		$7.06M Buy
89,787
+9,124
+11% +$723K 0.4% 60
2021
Q3 		$6.29M Buy
80,663
+6,337
+9% +$507K 0.42% 68
2021
Q2 		$5.86M Sell
74,326
-16,532
-18% -$1.31M 0.41% 65
2021
Q1 		$6.89M Buy
90,858
+8,796
+11% +$662K 0.54% 53
2020
Q4 		$5.99M Sell
82,062
-6,701
-8% -$458K 0.54% 41
2020
Q3 		$5.65M Sell
88,763
-3,160
-3% -$202K 0.61% 42
2020
Q2 		$5.59M Sell
91,923
-7,487
-8% -$433K 0.71% 35
2020
Q1 		$5.31M Sell
99,410
-10,357
-9% -$657K 0.84% 31
2019
Q4 		$7.62M Buy
+109,767
New +$7.41M 1.05% 20

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SteelPeak Wealth's EFA Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 10% in Q2 2026, selling an estimated $1.96M and leaving 168,692 shares worth $17.5M. The position accounts for 0.45% of the portfolio, ranked #47.

SteelPeak Wealth first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.2M in Q1 2026. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SteelPeak Wealth held 168,692 shares of iShares MSCI EAFE ETF worth $17.5M as of Q2 2026.
  • SteelPeak Wealth sold 19,088 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.96M.
  • iShares MSCI EAFE ETF made up 0.45% of SteelPeak Wealth's portfolio in Q2 2026, its #47 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares MSCI EAFE ETF position peaked at $18.2M in Q1 2026.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.