Yardley Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Yardley Wealth 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	$925K	Hold	8,905	–	–	0.42%	21
2026 Q1	$865K	Sell	8,905 -196	-2%	-$19.6K	0.44%	20
2025 Q4	$874K	Sell	9,101 -140	-2%	-$13.3K	0.46%	20
2025 Q3	$863K	Hold	9,241	–	–	0.48%	20
2025 Q2	$826K	Hold	9,241	–	–	0.45%	21
2025 Q1	$755K	Sell	9,241 -16,071	-63%	-$1.3M	0.44%	21
2024 Q4	$1.97M	Buy	25,312 +16,071	+174%	+$1.27M	0.96%	18
2024 Q3	$773K	Buy	+9,241	New	+$744K	0.46%	22

Other funds holding EFA

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

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

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

Yardley Wealth Management's EFA Position: Q2 2026 in Review

Yardley Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 8,905 shares worth $925K. The position accounts for 0.42% of the portfolio, ranked #21.

Yardley Wealth Management first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q4 2024. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Yardley Wealth Management held 8,905 shares of iShares MSCI EAFE ETF worth $925K as of Q2 2026.
Yardley Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.42% of Yardley Wealth Management's portfolio in Q2 2026, its #21 holding.
Yardley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares MSCI EAFE ETF position peaked at $1.97M in Q4 2024.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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