Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

EFAEFA
9 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES MSCI EAFE ETF CL USD INC

Dynasty Wealth Management, LLC holds 368,411 shares of EFA (ISHARES MSCI EAFE ETF CL USD INC), worth $38.3M as of 2026-Q2. The position was increased (+3.8% shares). EFA represents 0.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$38.3M

Current Shares

368,411

Total Value Change

+$2.3M

Total Shares Change

-90,202

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
368,411
+3.8%
$38.3M0.3%$103.88
36
2026-Q1
Increased
354,980
+13.7%
$34.5M0.3%$95.62
39
2025-Q4
Increased
312,150
+85.8%
$30M0.3%$94.53
54
2025-Q3
Decreased
167,961
-64.5%
$15.7M0.2%$90.28
0
2025-Q2
Increased
472,499
+4354.6%
$42.2M0.7%$86.43
66
2025-Q1
Decreased
10,607
-95.4%
$866,9100.0%$77.68
0
2024-Q4
Decreased
230,718
-49.7%
$17.4M0.3%$71.86
0
2024-Q3
Increased
458,667
+0.0%
$38.4M1.2%$78.42
46
2024-Q2
New
458,613
-
$35.9M1.1%$74.61
66

Other major holders of EFA: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used