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

Waterway 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 		$14.3M Sell
137,342
-10,372
-7% -$1.07M 2.91% 10
2026
Q1 		$14.3M Sell
147,714
-59,489
-29% -$5.95M 3.17% 9
2025
Q4 		$19.9M Sell
207,203
-63,342
-23% -$6.01M 4.5% 8
2025
Q3 		$20.2M Buy
270,545
+14,289
+6% +$1.3M 4.81% 7
2025
Q2 		$22.9M Sell
256,256
-240,507
-48% -$20.5M 6.93% 4
2025
Q1 		$40.6M Sell
496,763
-123,080
-20% -$9.92M 16.92% 2
2024
Q4 		$46.9M Buy
619,843
+42,841
+7% +$3.39M 20.61% 1
2024
Q3 		$48.3M Buy
577,002
+17,989
+3% +$1.45M 20.73% 1
2024
Q2 		$43.8M Buy
559,013
+4,374
+0.8% +$346K 21.49% 1
2024
Q1 		$44.3M Sell
554,639
-108,303
-16% -$8.28M 19.47% 2
2023
Q4 		$44.4M Buy
+662,942
New +$46.9M 18.54% 2

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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Waterway Wealth Management's EFA Position: Q2 2026 in Review

Waterway Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 7% in Q2 2026, selling an estimated $1.07M and leaving 137,342 shares worth $14.3M. The position accounts for 2.91% of the portfolio, ranked #10.

Waterway Wealth Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.3M in Q3 2024. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Waterway Wealth Management held 137,342 shares of iShares MSCI EAFE ETF worth $14.3M as of Q2 2026.
  • Waterway Wealth Management sold 10,372 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.07M.
  • iShares MSCI EAFE ETF made up 2.91% of Waterway Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Waterway Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Waterway Wealth Management's iShares MSCI EAFE ETF position peaked at $48.3M in Q3 2024.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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