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Triumph Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Triumph Capital 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 		$108K Sell
1,037
-125
-11% -$12.9K 0.02% 473
2026
Q1 		$113K Hold
1,162
– – 0.02% 433
2025
Q4 		$112K Buy
+1,162
New +$110K 0.02% 417

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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Triumph Capital Management's EFA Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, selling an estimated $12.9K and leaving 1,037 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #473.

Triumph Capital Management first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 624 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Triumph Capital Management held 1,037 shares of iShares MSCI EAFE ETF worth $108K as of Q2 2026.
  • Triumph Capital Management sold 125 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.9K.
  • iShares MSCI EAFE ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #473 holding.
  • Triumph Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares MSCI EAFE ETF position peaked at $113K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.