Torrey-Payne Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Torrey-Payne 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	$12.8M	Buy	123,016 +1,289	+1%	+$133K	10.51%	2
2026 Q1	$11.8M	Buy	121,727 +6,899	+6%	+$690K	10.84%	2
2025 Q4	$11.5M	Buy	+114,828	New	+$10.9M	10.34%	2

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

Torrey-Payne Wealth Management's EFA Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $133K and bringing the position to 123,016 shares worth $12.8M. The position accounts for 10.51% of the portfolio, ranked #2.

Torrey-Payne Wealth Management first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Torrey-Payne Wealth Management held 123,016 shares of iShares MSCI EAFE ETF worth $12.8M as of Q2 2026.
Torrey-Payne Wealth Management bought 1,289 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $133K.
iShares MSCI EAFE ETF made up 10.51% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #2 holding.
Torrey-Payne Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.