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Wedmont Private Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Wedmont Private Capital’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 		$2.02M Sell
19,369
-999
-5% -$103K 0.06% 186
2026
Q1 		$2.08M Buy
20,368
+4,288
+27% +$429K 0.07% 162
2025
Q4 		$1.57M Buy
16,080
+595
+4% +$56.4K 0.05% 197
2025
Q3 		$1.46M Hold
15,485
– – 0.05% 208
2025
Q2 		$1.39M Sell
15,485
-373
-2% -$31.8K 0.06% 204
2025
Q1 		$1.25M Hold
15,858
– – 0.06% 193
2024
Q4 		$1.19M Sell
15,858
-1,005
-6% -$79.6K 0.06% 188
2024
Q3 		$1.38M Buy
16,863
+420
+3% +$33.8K 0.08% 159
2024
Q2 		$1.34M Buy
16,443
+380
+2% +$30.1K 0.08% 146
2024
Q1 		$1.27M Buy
16,063
+30
+0.2% +$2.29K 0.09% 144
2023
Q4 		$1.2M Buy
16,033
+374
+2% +$26.4K 0.1% 134
2023
Q3 		$1.07M Hold
15,659
– – 0.11% 114
2023
Q2 		$1.16M Buy
15,659
+6,399
+69% +$465K 0.12% 109
2023
Q1 		$666K Buy
9,260
+237
+3% +$16.6K 0.09% 171
2022
Q4 		$615K Sell
9,023
-698
-7% -$43.7K 0.09% 167
2022
Q3 		$544K Buy
9,721
+1,300
+15% +$81K 0.11% 150
2022
Q2 		$526K Hold
8,421
– – 0.11% 133
2022
Q1 		$628K Hold
8,421
– – 0.14% 117
2021
Q4 		$666K Buy
+8,421
New +$667K 0.21% 83

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Wedmont Private Capital's EFA Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 4.9% in Q2 2026, selling an estimated $103K and leaving 19,369 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #186.

Wedmont Private Capital first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.08M in Q1 2026. 434 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wedmont Private Capital held 19,369 shares of iShares MSCI EAFE ETF worth $2.02M as of Q2 2026.
  • Wedmont Private Capital sold 999 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $103K.
  • iShares MSCI EAFE ETF made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #186 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's iShares MSCI EAFE ETF position peaked at $2.08M in Q1 2026.
  • 434 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.