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Ullmann Wealth Partners Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Ullmann Wealth Partners Group’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 		$706K Buy
6,793
+18
+0.3% +$1.85K 0.06% 96
2026
Q1 		$658K Sell
6,775
-1,207
-15% -$121K 0.07% 89
2025
Q4 		$754K Hold
7,982
– – 0.08% 82
2025
Q3 		$745K Sell
7,982
-700
-8% -$63.6K 0.08% 81
2025
Q2 		$776K Sell
8,682
-254
-3% -$21.7K 0.09% 73
2025
Q1 		$730K Sell
8,936
-750
-8% -$60.4K 0.1% 69
2024
Q4 		$732K Sell
9,686
-416
-4% -$32.9K 0.09% 74
2024
Q3 		$845K Hold
10,102
– – 0.11% 63
2024
Q2 		$791K Hold
10,102
– – 0.11% 56
2024
Q1 		$807K Hold
10,102
– – 0.12% 54
2023
Q4 		$761K Buy
10,102
+419
+4% +$29.6K 0.12% 50
2023
Q3 		$667K Sell
9,683
-430
-4% -$30.8K 0.12% 50
2023
Q2 		$733K Sell
10,113
-1,613
-14% -$117K 0.15% 48
2023
Q1 		$839K Sell
11,726
-507
-4% -$35.5K 0.19% 37
2022
Q4 		$803K Buy
12,233
+12
+0.1% +$752 0.2% 38
2022
Q3 		$684K Buy
12,221
+627
+5% +$39.1K 0.19% 39
2022
Q2 		$725K Sell
11,594
-113
-1% -$7.69K 0.2% 41
2022
Q1 		$862K Sell
11,707
-303
-3% -$22.7K 0.22% 38
2021
Q4 		$945K Buy
12,010
+5,728
+91% +$454K 0.25% 37
2021
Q3 		$490K Hold
6,282
– – 0.19% 45
2021
Q2 		$496K Hold
6,282
– – 0.2% 45
2021
Q1 		$477K Sell
6,282
-541
-8% -$40.7K 0.21% 45
2020
Q4 		$498K Sell
6,823
-330
-5% -$22.6K 0.25% 41
2020
Q3 		$455K Sell
7,153
-258
-3% -$16.5K 0.26% 40
2020
Q2 		$451K Sell
7,411
-8,414
-53% -$487K 0.28% 36
2020
Q1 		$846K Sell
15,825
-1,028
-6% -$65.2K 0.63% 21
2019
Q4 		$1.17M Sell
16,853
-2,726
-14% -$184K 0.71% 21
2019
Q3 		$1.28M Sell
19,579
-1,514
-7% -$97.6K 0.79% 22
2019
Q2 		$1.39M Sell
21,093
-1,597
-7% -$105K 0.87% 20
2019
Q1 		$1.47M Sell
22,690
-1,602
-7% -$101K 0.95% 20
2018
Q4 		$1.43M Sell
24,292
-520
-2% -$32.5K 1.05% 20
2018
Q3 		$1.69M Sell
24,812
-433
-2% -$29.2K 1.12% 18
2018
Q2 		$1.69M Sell
25,245
-644
-2% -$45.2K 1.17% 17
2018
Q1 		$1.78M Buy
25,889
+161
+0.6% +$11.5K 1.26% 17
2017
Q4 		$1.81M Sell
25,728
-17,551
-41% -$1.22M 1.24% 17
2017
Q3 		$2.56M Buy
43,279
+14,552
+51% +$973K 2.56% 11
2017
Q2 		$1.87M Buy
28,727
+377
+1% +$24.4K 1.35% 16
2017
Q1 		$1.76M Sell
28,350
-5,101
-15% -$308K 1.46% 16
2016
Q4 		$2.01M Buy
+33,451
New +$1.93M 1.91% 14

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
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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Ullmann Wealth Partners Group's EFA Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.27% in Q2 2026, buying an estimated $1.85K and bringing the position to 6,793 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #96.

Ullmann Wealth Partners Group first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.56M in Q3 2017. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ullmann Wealth Partners Group held 6,793 shares of iShares MSCI EAFE ETF worth $706K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 18 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.85K.
  • iShares MSCI EAFE ETF made up 0.06% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #96 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • Ullmann Wealth Partners Group's iShares MSCI EAFE ETF position peaked at $2.56M in Q3 2017.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.