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Advisornet Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Advisornet Financial’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 		$14M Buy
134,811
+7,049
+6% +$725K 0.64% 42
2026
Q1 		$12.4M Buy
127,762
+16,383
+15% +$1.64M 0.64% 40
2025
Q4 		$10.7M Buy
111,379
+14,902
+15% +$1.41M 0.57% 41
2025
Q3 		$9.01M Buy
96,477
+16,975
+21% +$1.54M 0.51% 45
2025
Q2 		$7.11M Buy
79,502
+29,737
+60% +$2.54M 0.46% 46
2025
Q1 		$4.07M Buy
49,765
+4,065
+9% +$328K 0.3% 70
2024
Q4 		$3.46M Buy
45,700
+13,039
+40% +$1.03M 0.29% 81
2024
Q3 		$2.73M Buy
32,661
+17,624
+117% +$1.42M 0.2% 113
2024
Q2 		$1.18M Buy
15,037
+2,944
+24% +$233K 0.11% 189
2024
Q1 		$966K Sell
12,093
-969
-7% -$74.1K 0.09% 206
2023
Q4 		$984K Buy
13,062
+4,631
+55% +$327K 0.09% 221
2023
Q3 		$581K Sell
8,431
-6,122
-42% -$439K 0.05% 283
2023
Q2 		$1.06M Buy
14,553
+421
+3% +$30.6K 0.09% 206
2023
Q1 		$1.01M Buy
14,132
+636
+5% +$44.5K 0.09% 209
2022
Q4 		$886K Sell
13,496
-1,599
-11% -$100K 0.09% 220
2022
Q3 		$845K Buy
15,095
+5,038
+50% +$314K 0.08% 233
2022
Q2 		$628K Sell
10,057
-48,599
-83% -$3.31M 0.06% 272
2022
Q1 		$4.32M Sell
58,656
-44,645
-43% -$3.34M 0.27% 83
2021
Q4 		$8.13M Sell
103,301
-63,253
-38% -$5.01M 0.5% 37
2021
Q3 		$13M Sell
166,554
-4,365
-3% -$349K 0.9% 13
2021
Q2 		$13.5M Sell
170,919
-2,867
-2% -$228K 0.89% 14
2021
Q1 		$13.2M Sell
173,786
-12,753
-7% -$960K 0.94% 12
2020
Q4 		$13.6M Buy
186,539
+2,657
+1% +$182K 1.1% 10
2020
Q3 		$11.7M Sell
183,882
-10,085
-5% -$645K 1% 11
2020
Q2 		$11.8M Sell
193,967
-33,152
-15% -$1.92M 0.95% 16
2020
Q1 		$12.1M Sell
227,119
-4,839
-2% -$307K 1.12% 15
2019
Q4 		$16.1M Buy
231,958
+699
+0.3% +$47.2K 1.37% 10
2019
Q3 		$15.1M Sell
231,259
-16,047
-6% -$1.03M 1.39% 9
2019
Q2 		$16.3M Sell
247,306
-22,851
-8% -$1.5M 1.8% 5
2019
Q1 		$17.5M Sell
270,157
-60,948
-18% -$3.84M 2.14% 5
2018
Q4 		$19.5M Sell
331,105
-127,866
-28% -$7.99M 2.69% 4
2018
Q3 		$31.2M Sell
458,971
-108,078
-19% -$7.3M 3.92% 2
2018
Q2 		$38M Sell
567,049
-1,618
-0.3% -$113K 5.13% 1
2018
Q1 		$39.6M Buy
568,667
+75,014
+15% +$5.35M 5.48% 1
2017
Q4 		$34.7M Buy
+493,653
New +$34.3M 5.27% 1

Other funds holding EFA

GF
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
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
AI
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

Advisornet Financial's EFA Position: Q2 2026 in Review

Advisornet Financial increased its iShares MSCI EAFE ETF (EFA) stake by 5.5% in Q2 2026, buying an estimated $725K and bringing the position to 134,811 shares worth $14M. The position accounts for 0.64% of the portfolio, ranked #42.

Advisornet Financial first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $39.6M in Q1 2018. 735 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Advisornet Financial held 134,811 shares of iShares MSCI EAFE ETF worth $14M as of Q2 2026.
  • Advisornet Financial bought 7,049 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $725K.
  • iShares MSCI EAFE ETF made up 0.64% of Advisornet Financial's portfolio in Q2 2026, its #42 holding.
  • Advisornet Financial first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares MSCI EAFE ETF position peaked at $39.6M in Q1 2018.
  • 735 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.