Wooster Corthell Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Sell |
89,578
-1,250
| -1% | -$107K | 1.48% | 17 |
|
|
2025
Q1 | $7.42M | Sell |
90,828
-2,119
| -2% | -$171K | 1.52% | 18 |
|
|
2024
Q4 | $7.03M | Sell |
92,947
-2,465
| -3% | -$195K | 1.53% | 16 |
|
|
2024
Q3 | $7.98M | Sell |
95,412
-252
| -0.3% | -$20.3K | 1.7% | 15 |
|
|
2024
Q2 | $7.49M | Sell |
95,664
-2,075
| -2% | -$164K | 1.7% | 15 |
|
|
2024
Q1 | $7.81M | Sell |
97,739
-1,048
| -1% | -$80.2K | 1.79% | 15 |
|
|
2023
Q4 | $7.44M | Buy |
98,787
+2,487
| +3% | +$176K | 1.79% | 15 |
|
|
2023
Q3 | $6.64M | Sell |
96,300
-2,080
| -2% | -$149K | 1.75% | 14 |
|
|
2023
Q2 | $7.13M | Buy |
98,380
+1,269
| +1% | +$92.2K | 1.82% | 14 |
|
|
2023
Q1 | $6.95M | Sell |
97,111
-3,631
| -4% | -$254K | 1.86% | 14 |
|
|
2022
Q4 | $6.61M | Buy |
100,742
+1,457
| +1% | +$91.3K | 1.87% | 14 |
|
|
2022
Q3 | $5.56M | Sell |
99,285
-10,274
| -9% | -$640K | 1.67% | 16 |
|
|
2022
Q2 | $6.85M | Buy |
109,559
+26,044
| +31% | +$1.77M | 1.95% | 14 |
|
|
2022
Q1 | $6.15M | Sell |
83,515
-424
| -0.5% | -$31.7K | 1.52% | 16 |
|
|
2021
Q4 | $6.6M | Sell |
83,939
-201
| -0.2% | -$15.9K | 1.56% | 16 |
|
|
2021
Q3 | $6.56M | Sell |
84,140
-342
| -0.4% | -$27.4K | 1.64% | 16 |
|
|
2021
Q2 | $6.66M | Sell |
84,482
-1,060
| -1% | -$84.2K | 1.68% | 16 |
|
|
2021
Q1 | $6.49M | Sell |
85,542
-1,503
| -2% | -$113K | 1.76% | 16 |
|
|
2020
Q4 | $6.35M | Sell |
87,045
-777
| -0.9% | -$53.1K | 1.81% | 16 |
|
|
2020
Q3 | $5.59M | Sell |
87,822
-3,718
| -4% | -$238K | 1.8% | 16 |
|
|
2020
Q2 | $5.57M | Sell |
91,540
-1,135
| -1% | -$65.6K | 1.92% | 16 |
|
|
2020
Q1 | $4.95M | Buy |
92,675
+28,538
| +44% | +$1.81M | 2% | 16 |
|
|
2019
Q4 | $4.45M | Sell |
64,137
-613
| -0.9% | -$41.4K | 1.85% | 13 |
|
|
2019
Q3 | $4.22M | Sell |
64,750
-513
| -0.8% | -$33.1K | 1.89% | 12 |
|
|
2019
Q2 | $4.29M | Sell |
65,263
-201
| -0.3% | -$13.2K | 1.93% | 12 |
|
|
2019
Q1 | $4.25M | Sell |
65,464
-2,025
| -3% | -$128K | 1.96% | 12 |
|
|
2018
Q4 | $3.97M | Buy |
+67,489
| New | +$4.22M | 2.22% | 11 |
|
|
2016
Q1 | – | Sell |
-38,256
| Closed | -$2.25M | – | 19 |
|
|
2015
Q4 | $2.25M | Buy |
+38,256
| New | +$2.3M | 1.62% | 13 |
|
|
2015
Q1 | – | Sell |
-171,718
| Closed | -$10.4M | – | 22 |
|
|
2014
Q4 | $10.4M | Sell |
171,718
-19,314
| -10% | -$1.21M | 7.84% | 7 |
|
|
2014
Q3 | $12.2M | Buy |
191,032
+8,814
| +5% | +$588K | 9.64% | 5 |
|
|
2014
Q2 | $12.5M | Buy |
182,218
+8,173
| +5% | +$560K | 8.47% | 6 |
|
|
2014
Q1 | $11.7M | Buy |
+174,045
| New | +$11.5M | 8.48% | 6 |
|
Other funds holding EFA
NMIMC
Wooster Corthell Wealth Management's EFA Position: Q2 2025 in Review
Wooster Corthell Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2025, selling an estimated $107K and leaving 89,578 shares worth $8.01M. The position accounts for 1.48% of the portfolio, ranked #17.
Wooster Corthell Wealth Management first reported a position in EFA in Q1 2014 and has held it in 32 quarters since. The position peaked at $12.5M in Q2 2014. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.
- Wooster Corthell Wealth Management held 89,578 shares of iShares MSCI EAFE ETF worth $8.01M as of Q2 2025.
- Wooster Corthell Wealth Management sold 1,250 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $107K.
- iShares MSCI EAFE ETF made up 1.48% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #17 holding.
- Wooster Corthell Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 32 quarters since.
- Wooster Corthell Wealth Management's iShares MSCI EAFE ETF position peaked at $12.5M in Q2 2014.
- 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.
Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.