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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

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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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. 584 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.
  • 584 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.