Westmount Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Westmount Partners’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	$2.61M	Buy	25,091 +34	+0.1%	+$3.5K	0.57%	37
2026 Q1	$2.43M	Sell	25,057 -6	-0%	-$600	0.6%	39
2025 Q4	$2.41M	Sell	25,063 -437	-2%	-$41.4K	0.6%	34
2025 Q3	$2.4M	Buy	25,500 +292	+1%	+$26.5K	0.62%	35
2025 Q2	$2.25M	Sell	25,208 -297	-1%	-$25.4K	0.62%	37
2025 Q1	$2.08M	Buy	25,505 +186	+0.7%	+$15K	0.64%	38
2024 Q4	$1.91M	Buy	25,319 +420	+2%	+$33.3K	0.58%	38
2024 Q3	$2.08M	Sell	24,899 -326	-1%	-$26.2K	0.63%	35
2024 Q2	$1.98M	Buy	25,225 +717	+3%	+$56.8K	0.65%	34
2024 Q1	$1.96M	Sell	24,508 -111	-0.5%	-$8.49K	0.7%	33
2023 Q4	$1.86M	Buy	24,619 +890	+4%	+$62.9K	0.76%	29
2023 Q3	$1.64M	Buy	23,729 +1,063	+5%	+$76.1K	0.72%	31
2023 Q2	$1.64M	Buy	22,666 +250	+1%	+$18.2K	0.72%	30
2023 Q1	$1.6M	Buy	22,416 +858	+4%	+$60K	0.74%	28
2022 Q4	$1.42M	Buy	+21,558	New	+$1.35M	0.74%	29

Other funds holding EFA

Wealth Enhancement Advisory Services

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Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return