Wolff Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Wolff Financial 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	$1.59M	Buy	15,327 +47	+0.3%	+$4.83K	0.32%	31
2026 Q1	$1.48M	Sell	15,280 -229	-1%	-$22.9K	0.33%	32
2025 Q4	$1.49M	Buy	15,509 +166	+1%	+$15.7K	0.34%	32
2025 Q3	$1.43M	Sell	15,343 -628	-4%	-$57.1K	0.33%	33
2025 Q2	$1.43M	Buy	15,971 +119	+0.8%	+$10.2K	0.37%	32
2025 Q1	$1.3M	Sell	15,852 -16	-0.1%	-$1.29K	0.36%	33
2024 Q4	$1.2M	Buy	15,868 +127	+0.8%	+$10.1K	0.33%	35
2024 Q3	$1.32M	Buy	+15,741	New	+$1.27M	0.36%	33
2024 Q2	–	Sell	-15,577	Closed	-$1.24M	–	50
2024 Q1	$1.24M	Sell	15,577 -1,945	-11%	-$149K	0.36%	35
2023 Q4	$1.32M	Sell	17,522 -1,014	-5%	-$71.7K	0.41%	34
2023 Q3	$1.28M	Buy	+18,536	New	+$1.33M	0.44%	32
2023 Q2	–	Sell	-23,123	Closed	-$1.65M	–	50
2023 Q1	$1.65M	Sell	23,123 -18,548	-45%	-$1.3M	0.58%	27
2022 Q4	$2.73M	Sell	41,671 -11,777	-22%	-$738K	1.01%	18
2022 Q3	$2.99M	Buy	53,448 +5,325	+11%	+$332K	1.37%	19
2022 Q2	$3.01M	Buy	48,123 +1,436	+3%	+$97.7K	1.34%	18
2022 Q1	$3.44M	Buy	46,687 +321	+0.7%	+$24K	1.36%	17
2021 Q4	$3.65M	Buy	+46,366	New	+$3.67M	1.38%	17
2021 Q1	$3.2M	Buy	42,180 +1,286	+3%	+$96.8K	1.47%	16
2020 Q4	$2.98M	Buy	40,894 +737	+2%	+$50.4K	1.56%	15
2020 Q3	$2.56M	Sell	40,157 -659	-2%	-$42.2K	1.52%	16
2020 Q2	$2.48M	Buy	40,816 +5,516	+16%	+$319K	1.58%	16
2020 Q1	$1.89M	Buy	35,300 +2,650	+8%	+$168K	1.42%	18
2019 Q4	$2.27M	Buy	32,650 +2,480	+8%	+$167K	1.5%	17
2019 Q3	$1.97M	Buy	30,170 +2,504	+9%	+$161K	1.44%	17
2019 Q2	$1.82M	Buy	27,666 +8,400	+44%	+$550K	1.4%	16
2019 Q1	$1.25M	Buy	19,266 +6,922	+56%	+$436K	1.04%	20
2018 Q4	$726K	Buy	+12,344	New	+$771K	0.71%	31

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wolff Financial Management's EFA Position: Q2 2026 in Review

Wolff Financial Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.31% in Q2 2026, buying an estimated $4.83K and bringing the position to 15,327 shares worth $1.59M. The position accounts for 0.32% of the portfolio, ranked #31.

Wolff Financial Management first reported a position in EFA in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.65M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Wolff Financial Management held 15,327 shares of iShares MSCI EAFE ETF worth $1.59M as of Q2 2026.
Wolff Financial Management bought 47 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.83K.
iShares MSCI EAFE ETF made up 0.32% of Wolff Financial Management's portfolio in Q2 2026, its #31 holding.
Wolff Financial Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's iShares MSCI EAFE ETF position peaked at $3.65M in Q4 2021.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.