WealthBridge Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

WealthBridge Capital 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	$1.05M	Buy	+10,080	New	+$1.04M	0.21%	88
2024 Q4	–	Sell	-10,772	Closed	-$901K	–	205
2024 Q3	$901K	Buy	10,772 +387	+4%	+$31.1K	0.26%	71
2024 Q2	$813K	Buy	+10,385	New	+$823K	0.27%	68
2022 Q2	–	Sell	-31,590	Closed	-$2.33M	–	203
2022 Q1	$2.33M	Buy	31,590 +17,784	+129%	+$1.33M	0.87%	26
2021 Q4	$1.09M	Buy	+13,806	New	+$1.09M	0.41%	53
2020 Q1	–	Sell	-4,041	Closed	-$281K	–	123
2019 Q4	$281K	Buy	4,041 +446	+12%	+$30.1K	0.18%	96
2019 Q3	$234K	Sell	3,595 -14,893	-81%	-$960K	0.17%	100
2019 Q2	$1.09M	Buy	18,488 +13,707	+287%	+$897K	0.99%	26
2019 Q1	$310K	Sell	4,781 -13,707	-74%	-$864K	0.2%	85
2018 Q4	$1.09M	Buy	+18,488	New	+$1.15M	0.83%	26

Other funds holding EFA

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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

WealthBridge Capital Management's EFA Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 10,080 shares worth $1.05M. The stake represents 0.21% of the portfolio and ranks #88 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in EFA as recently as Q3 2024.

WealthBridge Capital Management first reported a position in EFA in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.33M in Q1 2022. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

WealthBridge Capital Management held 10,080 shares of iShares MSCI EAFE ETF worth $1.05M as of Q2 2026.
iShares MSCI EAFE ETF was a new WealthBridge Capital Management position in Q2 2026.
iShares MSCI EAFE ETF made up 0.21% of WealthBridge Capital Management's portfolio in Q2 2026, its #88 holding.
WealthBridge Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 10 quarters since.
WealthBridge Capital Management's iShares MSCI EAFE ETF position peaked at $2.33M in Q1 2022.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.