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Wagner Wealth Management (South Carolina)’s iShares MSCI EAFE ETF EFA Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$395K Hold
3,799
– – 0.07% 105
2026
Q1 		$369K Hold
3,799
– – 0.07% 92
2025
Q4 		$365K Buy
+3,799
New +$360K 0.08% 91
2024
Q3 		– Sell
-200
Closed -$15.7K – 239
2024
Q2 		$15.7K Hold
200
– – ﹤0.01% 202
2024
Q1 		$16K Hold
200
– – ﹤0.01% 199
2023
Q4 		$15.1K Hold
200
– – 0.01% 193
2023
Q3 		$13.8K Hold
200
– – 0.01% 168
2023
Q2 		$14.5K Buy
+200
New +$14.5K 0.01% 173
2023
Q1 		– Sell
-150
Closed -$9.85K – 219
2022
Q4 		$9.85K Hold
150
– – 0.01% 187
2022
Q3 		$8K Sell
150
-166
-53% -$10.3K 0.01% 446
2022
Q2 		$20K Sell
316
-316
-50% -$21.5K 0.02% 326
2022
Q1 		$46K Buy
632
+316
+100% +$23.6K 0.03% 158
2021
Q4 		$25K Hold
316
– – 0.02% 361
2021
Q3 		$25K Hold
316
– – 0.02% 346
2021
Q2 		$25K Buy
316
+150
+90% +$11.9K 0.02% 354
2021
Q1 		$13K Hold
166
– – 0.01% 422
2020
Q4 		$12K Buy
+166
New +$11.4K 0.01% 175
2018
Q3 		$212K Buy
3,115
+2,834
+1,009% +$191K 0.14% 120
2018
Q2 		$19K Buy
+281
New +$19.7K 0.01% 322

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

Wagner Wealth Management (South Carolina)'s EFA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,799 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #105.

Wagner Wealth Management (South Carolina) first reported a position in EFA in Q2 2018 and has held it in 19 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 3,799 shares of iShares MSCI EAFE ETF worth $395K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.07% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #105 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 19 quarters since.
  • 2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.