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Wealth Enhancement Trust Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Enhancement Trust Services’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 		$315K Buy
3,029
+788
+35% +$81K 0.04% 247
2026
Q1 		$218K Hold
2,241
– – 0.03% 270
2025
Q4 		$215K Buy
+2,241
New +$213K 0.03% 255

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Wealth Enhancement Trust Services's EFA Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI EAFE ETF (EFA) stake by 35% in Q2 2026, buying an estimated $81K and bringing the position to 3,029 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #247.

Wealth Enhancement Trust Services first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,029 shares of iShares MSCI EAFE ETF worth $315K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 788 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $81K.
  • iShares MSCI EAFE ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #247 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.