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

Triangle Securities 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	$342K	Buy	+3,424	New	+$352K	0.07%	177
2016 Q2	–	Sell	-3,920	Closed	-$224K	–	121
2016 Q1	$224K	Buy	+3,920	New	+$216K	0.15%	125
2015 Q4	–	Sell	-4,720	Closed	-$271K	–	121
2015 Q3	$271K	Buy	4,720 +945	+25%	+$58.3K	0.2%	108
2015 Q2	$240K	Hold	3,775	–	–	0.17%	122
2015 Q1	$242K	Hold	3,775	–	–	0.17%	124
2014 Q4	$230K	Hold	3,775	–	–	0.16%	118
2014 Q3	$242K	Hold	3,775	–	–	0.19%	109
2014 Q2	$258K	Hold	3,775	–	–	0.2%	109
2014 Q1	$223K	Hold	3,775	–	–	0.2%	108
2013 Q4	$253K	Hold	3,775	–	–	0.21%	107
2013 Q3	$241K	Hold	3,775	–	–	0.21%	106
2013 Q2	$216K	Buy	+3,775	New	+$228K	0.16%	112

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M 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

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Triangle Securities Wealth Management's EFA Position: Q2 2026 in Review

Triangle Securities Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 3,424 shares worth $342K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings. This is a return to the name: Triangle Securities Wealth Management previously reported a position in EFA as recently as Q1 2016.

Triangle Securities Wealth Management first reported a position in EFA in Q2 2013 and has held it in 12 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Triangle Securities Wealth Management held 3,424 shares of iShares MSCI EAFE ETF worth $342K as of Q2 2026.
iShares MSCI EAFE ETF was a new Triangle Securities Wealth Management position in Q2 2026.
iShares MSCI EAFE ETF made up 0.07% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #177 holding.
Triangle Securities Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 12 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.