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

Western 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 		$2.5M Sell
24,067
-31,101
-56% -$3.2M 0.08% 256
2026
Q1 		$5.36M Buy
55,168
+4,203
+8% +$421K 0.2% 98
2025
Q4 		$4.89M Buy
50,965
+2,072
+4% +$197K 0.23% 86
2025
Q3 		$4.57M Buy
48,893
+787
+2% +$71.5K 0.24% 87
2025
Q2 		$4.3M Sell
48,106
-685
-1% -$58.5K 0.26% 80
2025
Q1 		$3.99M Buy
48,791
+6,332
+15% +$510K 0.26% 80
2024
Q4 		$3.21M Buy
42,459
+5,945
+16% +$471K 0.17% 119
2024
Q3 		$3.05M Buy
36,514
+2,418
+7% +$195K 0.17% 112
2024
Q2 		$2.67M Buy
34,096
+10,091
+42% +$799K 0.2% 104
2024
Q1 		$1.92M Buy
24,005
+2,586
+12% +$198K 0.15% 135
2023
Q4 		$1.61M Buy
21,419
+13,137
+159% +$928K 0.12% 181
2023
Q3 		$571K Buy
8,282
+685
+9% +$49.1K 0.05% 360
2023
Q2 		$551K Sell
7,597
-102
-1% -$7.41K 0.05% 356
2023
Q1 		$551K Buy
7,699
+536
+7% +$37.5K 0.05% 345
2022
Q4 		$470K Sell
7,163
-6,801
-49% -$426K 0.05% 351
2022
Q3 		$783K Buy
13,964
+4,355
+45% +$271K 0.04% 373
2022
Q2 		$600K Sell
9,609
-4,150
-30% -$282K 0.03% 421
2022
Q1 		$1.01M Buy
13,759
+7,227
+111% +$541K 0.05% 331
2021
Q4 		$515K Buy
+6,532
New +$517K 0.05% 322
2021
Q2 		$554K Buy
6,992
+554
+9% +$44K 0.06% 333
2021
Q1 		$488K Sell
6,438
-82
-1% -$6.17K 0.07% 280
2020
Q4 		$476K Buy
6,520
+159
+2% +$10.9K 0.07% 263
2020
Q3 		$405K Sell
6,361
-1,411
-18% -$90.3K 0.07% 276
2020
Q2 		$474K Sell
7,772
-1,644
-17% -$95.1K 0.09% 238
2020
Q1 		$465K Sell
9,416
-490
-5% -$31.1K 0.11% 192
2019
Q4 		$688K Sell
9,906
-435
-4% -$29.4K 0.1% 190
2019
Q3 		$622K Sell
10,341
-168
-2% -$10.8K 0.13% 178
2019
Q2 		$694K Buy
10,509
+1,110
+12% +$72.6K 0.09% 178
2019
Q1 		$609K Buy
9,399
+441
+5% +$27.8K 0.14% 178
2018
Q4 		$528K Buy
+8,958
New +$559K 0.14% 169

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

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

Western Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 56% in Q2 2026, selling an estimated $3.2M and leaving 24,067 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #256.

Western Wealth Management first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.36M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Western Wealth Management held 24,067 shares of iShares MSCI EAFE ETF worth $2.5M as of Q2 2026.
  • Western Wealth Management sold 31,101 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.2M.
  • iShares MSCI EAFE ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Western Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's iShares MSCI EAFE ETF position peaked at $5.36M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.