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Unique Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Unique Wealth’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 		$37.5M Buy
360,925
+2,616
+0.7% +$269K 4.37% 2
2026
Q1 		$34.8M Buy
358,309
+8,546
+2% +$855K 4.81% 2
2025
Q4 		$33.6M Sell
349,763
-5,840
-2% -$554K 4.69% 2
2025
Q3 		$33.2M Sell
355,603
-2,327
-0.7% -$212K 4.87% 3
2025
Q2 		$32M Buy
357,930
+10,286
+3% +$878K 5.17% 3
2025
Q1 		$28.4M Buy
347,644
+79,013
+29% +$6.37M 5.37% 4
2024
Q4 		$20.3M Buy
268,631
+38,408
+17% +$3.04M 4.23% 6
2024
Q3 		$19.3M Buy
230,223
+53,877
+31% +$4.34M 4.41% 6
2024
Q2 		$13.8M Buy
176,346
+15,297
+9% +$1.21M 3.62% 6
2024
Q1 		$12.9M Buy
161,049
+12,060
+8% +$922K 3.63% 7
2023
Q4 		$11.2M Buy
148,989
+97,706
+191% +$6.91M 3.64% 7
2023
Q3 		$3.53M Buy
51,283
+44,765
+687% +$3.21M 1.48% 15
2023
Q2 		$473K Buy
+6,518
New +$473K 0.21% 38

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Unique Wealth's EFA Position: Q2 2026 in Review

Unique Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.73% in Q2 2026, buying an estimated $269K and bringing the position to 360,925 shares worth $37.5M. The position accounts for 4.37% of the portfolio, ranked #2.

Unique Wealth first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. 1,023 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Unique Wealth held 360,925 shares of iShares MSCI EAFE ETF worth $37.5M as of Q2 2026.
  • Unique Wealth bought 2,616 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $269K.
  • iShares MSCI EAFE ETF made up 4.37% of Unique Wealth's portfolio in Q2 2026, its #2 holding.
  • Unique Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.