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

Stockman 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
2025
Q3 		– Sell
-13,969
Closed -$1.25M – 179
2025
Q2 		$1.25M Sell
13,969
-1,278
-8% -$109K 0.17% 66
2025
Q1 		$1.25M Buy
15,247
+1,300
+9% +$105K 0.18% 65
2024
Q4 		$1.05M Sell
13,947
-62
-0.4% -$4.91K 0.17% 67
2024
Q3 		$1.17M Buy
14,009
+670
+5% +$53.9K 0.18% 65
2024
Q2 		$1.04M Sell
13,339
-625
-4% -$49.5K 0.18% 67
2024
Q1 		$1.12M Buy
13,964
+220
+2% +$16.8K 0.2% 67
2023
Q4 		$1.04M Buy
13,744
+360
+3% +$25.4K 0.21% 66
2023
Q3 		$922K Buy
13,384
+6,847
+105% +$490K 0.2% 69
2023
Q2 		$474K Sell
6,537
-180
-3% -$13.1K 0.1% 107
2023
Q1 		$480K Sell
6,717
-1,590
-19% -$111K 0.11% 107
2022
Q4 		$545K Buy
8,307
+210
+3% +$13.2K 0.13% 106
2022
Q3 		$454K Buy
8,097
+1,285
+19% +$80.1K 0.12% 101
2022
Q2 		$426K Buy
6,812
+817
+14% +$55.6K 0.11% 109
2022
Q1 		$441K Sell
5,995
-755
-11% -$56.5K 0.09% 119
2021
Q4 		$531K Buy
6,750
+140
+2% +$11.1K 0.11% 114
2021
Q3 		$516K Buy
6,610
+580
+10% +$46.4K 0.11% 110
2021
Q2 		$476K Sell
6,030
-480
-7% -$38.1K 0.11% 116
2021
Q1 		$494K Sell
6,510
-4,067
-38% -$306K 0.14% 105
2020
Q4 		$772K Buy
10,577
+3,900
+58% +$267K 0.24% 72
2020
Q3 		$425K Sell
6,677
-5
-0.1% -$320 0.15% 96
2020
Q2 		$407K Sell
6,682
-6,208
-48% -$359K 0.15% 103
2020
Q1 		$689K Buy
12,890
+1,310
+11% +$83.1K 0.31% 65
2019
Q4 		$804K Sell
11,580
-372
-3% -$25.1K 0.29% 69
2019
Q3 		$779K Buy
11,952
+126
+1% +$8.12K 0.3% 71
2019
Q2 		$777K Sell
11,826
-600
-5% -$39.3K 0.32% 69
2019
Q1 		$806K Buy
12,426
+243
+2% +$15.3K 0.35% 65
2018
Q4 		$716K Sell
12,183
-200
-2% -$12.5K 0.34% 68
2018
Q3 		$842K Buy
12,383
+232
+2% +$15.7K 0.36% 62
2018
Q2 		$814K Sell
12,151
-1,900
-14% -$133K 0.37% 62
2018
Q1 		$979K Buy
14,051
+1,155
+9% +$82.4K 0.45% 57
2017
Q4 		$907K Sell
12,896
-500
-4% -$34.8K 0.41% 61
2017
Q3 		$917K Buy
+13,396
New +$896K 0.44% 60
2017
Q2 		– Sell
-9,449
Closed -$589K – 121
2017
Q1 		$589K Buy
+9,449
New +$571K 0.33% 63

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stockman Wealth Management's EFA Position: Q3 2025 in Review

Stockman Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 13,969 shares — an estimated $1.25M sold.

Stockman Wealth Management first reported a position in EFA in Q1 2017 and held it in 33 quarters. The position peaked at $1.25M in Q2 2025. 2,046 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Stockman Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 13,969 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $1.25M.
  • Stockman Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 33 quarters.
  • Stockman Wealth Management's iShares MSCI EAFE ETF position peaked at $1.25M in Q2 2025.
  • 2,046 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Stockman Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.