1620 Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

1620 Investment Advisors’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	$4.88K	Sell	47 -25	-35%	-$2.57K	﹤0.01%	557
2026 Q1	$6.99K	Hold	72	–	–	﹤0.01%	500
2025 Q4	$6.91K	Buy	72 +25	+53%	+$2.37K	﹤0.01%	496
2025 Q3	$4.39K	Sell	47 -100	-68%	-$9.09K	﹤0.01%	528
2025 Q2	$13.1K	Hold	147	–	–	0.01%	430
2025 Q1	$12K	Buy	147 +17	+13%	+$1.37K	0.01%	424
2024 Q4	$9.83K	Sell	130 -1,284	-91%	-$102K	0.01%	460
2024 Q3	$118K	Buy	1,414 +1,314	+1,314%	+$106K	0.09%	199
2024 Q2	$7.83K	Buy	+100	New	+$7.92K	0.01%	469

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

1620 Investment Advisors's EFA Position: Q2 2026 in Review

1620 Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 35% in Q2 2026, selling an estimated $2.57K and leaving 47 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

1620 Investment Advisors first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $118K in Q3 2024. 955 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

1620 Investment Advisors held 47 shares of iShares MSCI EAFE ETF worth $4.88K as of Q2 2026.
1620 Investment Advisors sold 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
iShares MSCI EAFE ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #557 holding.
1620 Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's iShares MSCI EAFE ETF position peaked at $118K in Q3 2024.
955 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.