Advus Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Advus Financial Partners’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	$253K	Sell	2,439 -28	-1%	-$2.88K	0.06%	221
2026 Q1	$240K	Hold	2,467	–	–	0.06%	221
2025 Q4	$237K	Sell	2,467 -30	-1%	-$2.85K	0.06%	213
2025 Q3	$233K	Sell	2,497 -103	-4%	-$9.36K	0.06%	237
2025 Q2	$232K	Buy	2,600 +37	+1%	+$3.16K	0.06%	224
2025 Q1	$209K	Buy	+2,563	New	+$207K	0.06%	222
2024 Q4	–	Sell	-2,555	Closed	-$214K	–	226
2024 Q3	$214K	Buy	+2,555	New	+$206K	0.06%	214
2024 Q2	–	Sell	-2,534	Closed	-$202K	–	206
2024 Q1	$202K	Buy	+2,534	New	+$194K	0.06%	201
2023 Q4	–	Sell	-3,648	Closed	-$251K	–	184
2023 Q3	$251K	Buy	3,648 +104	+3%	+$7.45K	0.1%	124
2023 Q2	$257K	Buy	+3,544	New	+$257K	0.1%	124

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Advus Financial Partners's EFA Position: Q2 2026 in Review

Advus Financial Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, selling an estimated $2.88K and leaving 2,439 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #221.

Advus Financial Partners first reported a position in EFA in Q2 2023 and has held it in 10 quarters since. The position peaked at $257K in Q2 2023. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Advus Financial Partners held 2,439 shares of iShares MSCI EAFE ETF worth $253K as of Q2 2026.
Advus Financial Partners sold 28 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
iShares MSCI EAFE ETF made up 0.06% of Advus Financial Partners's portfolio in Q2 2026, its #221 holding.
Advus Financial Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 10 quarters since.
Advus Financial Partners's iShares MSCI EAFE ETF position peaked at $257K in Q2 2023.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.