Whitney & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Whitney & Co’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	$413K	Buy	3,980 +680	+21%	+$69.9K	0.03%	131
2026 Q1	$321K	Sell	3,300 -30	-0.9%	-$3K	0.03%	141
2025 Q4	$320K	Buy	3,330 +30	+0.9%	+$2.85K	0.03%	143
2025 Q3	$308K	Hold	3,300	–	–	0.03%	116
2025 Q2	$295K	Hold	3,300	–	–	0.03%	113
2025 Q1	$270K	Hold	3,300	–	–	0.03%	114
2024 Q4	$250K	Hold	3,300	–	–	0.03%	115
2024 Q3	$276K	Hold	3,300	–	–	0.03%	109
2024 Q2	$258K	Hold	3,300	–	–	0.03%	108
2024 Q1	$264K	Sell	3,300 -150	-4%	-$11.5K	0.03%	112
2023 Q4	$260K	Sell	3,450 -370	-10%	-$26.2K	0.03%	107
2023 Q3	$263K	Buy	3,820 +150	+4%	+$10.7K	0.04%	111
2023 Q2	$266K	Hold	3,670	–	–	0.04%	108
2023 Q1	$262K	Hold	3,670	–	–	0.04%	108
2022 Q4	$241K	Hold	3,670	–	–	0.04%	111
2022 Q3	$206K	Hold	3,670	–	–	0.04%	122
2022 Q2	$229K	Hold	3,670	–	–	0.04%	114
2022 Q1	$270K	Buy	+3,670	New	+$274K	0.04%	118

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Whitney & Co's EFA Position: Q2 2026 in Review

Whitney & Co increased its iShares MSCI EAFE ETF (EFA) stake by 21% in Q2 2026, buying an estimated $69.9K and bringing the position to 3,980 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #131.

Whitney & Co first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. 1,146 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Whitney & Co held 3,980 shares of iShares MSCI EAFE ETF worth $413K as of Q2 2026.
Whitney & Co bought 680 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $69.9K.
iShares MSCI EAFE ETF made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #131 holding.
Whitney & Co first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
1,146 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.