Wolff Wiese Magana’s iShares MSCI EAFE ETF EFA Stock Holding History

Wolff Wiese Magana’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	$441K	Sell	4,250 -3,361	-44%	-$346K	0.2%	80
2026 Q1	$739K	Sell	7,611 -183	-2%	-$18.3K	0.41%	64
2025 Q4	$748K	Buy	7,794 +3,338	+75%	+$317K	0.41%	66
2025 Q3	$416K	Sell	4,456 -3,278	-42%	-$298K	0.24%	85
2025 Q2	$691K	Sell	7,734 -15	-0.2%	-$1.28K	0.43%	67
2025 Q1	$633K	Buy	7,749 +3,040	+65%	+$245K	0.43%	62
2024 Q4	$356K	Buy	4,709 +16	+0.3%	+$1.27K	0.24%	70
2024 Q3	$392K	Buy	4,693 +2,630	+127%	+$212K	0.27%	72
2024 Q2	$162K	Sell	2,063 -3,016	-59%	-$239K	0.13%	96
2024 Q1	$406K	Sell	5,079 -43	-0.8%	-$3.29K	0.35%	63
2023 Q4	$386K	Buy	+5,122	New	+$362K	0.37%	62
2023 Q3	–	Sell	-5,346	Closed	-$388K	–	818
2023 Q2	$388K	Sell	5,346 -85	-2%	-$6.17K	0.3%	72
2023 Q1	$388K	Buy	+5,431	New	+$380K	0.32%	70
2021 Q2	–	Sell	-4,151	Closed	-$315K	–	844
2021 Q1	$315K	Sell	4,151 -625	-13%	-$47.1K	0.25%	88
2020 Q4	$348K	Buy	+4,776	New	+$327K	0.29%	74

Other funds holding EFA

CFB

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

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MPWT

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wolff Wiese Magana's EFA Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares MSCI EAFE ETF (EFA) stake by 44% in Q2 2026, selling an estimated $346K and leaving 4,250 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #80.

Wolff Wiese Magana first reported a position in EFA in Q4 2020 and has held it in 15 quarters since. The position peaked at $748K in Q4 2025. 876 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Wolff Wiese Magana held 4,250 shares of iShares MSCI EAFE ETF worth $441K as of Q2 2026.
Wolff Wiese Magana sold 3,361 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $346K.
iShares MSCI EAFE ETF made up 0.2% of Wolff Wiese Magana's portfolio in Q2 2026, its #80 holding.
Wolff Wiese Magana first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 15 quarters since.
Wolff Wiese Magana's iShares MSCI EAFE ETF position peaked at $748K in Q4 2025.
876 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.