4FG
EFA icon

4Thought Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

4Thought Financial Group’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 		$9.62M Buy
92,594
+3,332
+4% +$343K 4.52% 5
2026
Q1 		$8.67M Sell
89,262
-232
-0.3% -$23.2K 4.29% 5
2025
Q4 		$8.59M Buy
89,494
+2,222
+3% +$211K 4.26% 5
2025
Q3 		$8.15M Sell
87,272
-701
-0.8% -$63.7K 4.12% 6
2025
Q2 		$7.86M Buy
87,973
+416
+0.5% +$35.5K 4.18% 6
2025
Q1 		$7.16M Sell
87,557
-7,749
-8% -$625K 4.42% 5
2024
Q4 		$7.21M Buy
95,306
+10,097
+12% +$800K 4.47% 6
2024
Q3 		$7.13M Buy
85,209
+170
+0.2% +$13.7K 4.4% 6
2024
Q2 		$6.66M Buy
85,039
+7,565
+10% +$599K 4.14% 6
2024
Q1 		$6.19M Buy
77,474
+5,143
+7% +$393K 4.07% 6
2023
Q4 		$5.45M Buy
72,331
+2,197
+3% +$155K 3.94% 8
2023
Q3 		$4.83M Buy
70,134
+2,505
+4% +$179K 3.89% 6
2023
Q2 		$4.9M Buy
67,629
+384
+0.6% +$27.9K 3.91% 6
2023
Q1 		$4.81M Buy
67,245
+198
+0.3% +$13.8K 3.98% 5
2022
Q4 		$4.4M Sell
67,047
-2,754
-4% -$173K 3.97% 6
2022
Q3 		$3.91M Buy
69,801
+5,548
+9% +$346K 3.85% 7
2022
Q2 		$4.01M Buy
64,253
+7,199
+13% +$490K 3.77% 7
2022
Q1 		$4.2M Buy
57,054
+2,518
+5% +$188K 3.73% 8
2021
Q4 		$4.29M Buy
54,536
+4,483
+9% +$355K 3.47% 7
2021
Q3 		$3.9M Sell
50,053
-315
-0.6% -$25.2K 3.39% 11
2021
Q2 		$3.97M Sell
50,368
-518
-1% -$41.1K 3.58% 7
2021
Q1 		$3.86M Buy
+50,886
New +$3.83M 3.72% 7

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

4Thought Financial Group's EFA Position: Q2 2026 in Review

4Thought Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 3.7% in Q2 2026, buying an estimated $343K and bringing the position to 92,594 shares worth $9.62M. The position accounts for 4.52% of the portfolio, ranked #5.

4Thought Financial Group first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • 4Thought Financial Group held 92,594 shares of iShares MSCI EAFE ETF worth $9.62M as of Q2 2026.
  • 4Thought Financial Group bought 3,332 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $343K.
  • iShares MSCI EAFE ETF made up 4.52% of 4Thought Financial Group's portfolio in Q2 2026, its #5 holding.
  • 4Thought Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.