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

Winebrenner 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 		$404K Hold
3,886
– – 0.25% 99
2026
Q1 		$377K Buy
+3,886
New +$389K 0.24% 99

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Winebrenner Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,886 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #99.

Winebrenner Capital Management first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Winebrenner Capital Management held 3,886 shares of iShares MSCI EAFE ETF worth $404K as of Q2 2026.
  • Winebrenner Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.25% of Winebrenner Capital Management's portfolio in Q2 2026, its #99 holding.
  • Winebrenner Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.