AF
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Affiance Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Affiance 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 		$1.59M Buy
15,267
+300
+2% +$30.9K 0.23% 45
2026
Q1 		$1.45M Hold
14,967
– – 0.24% 43
2025
Q4 		$1.44M Hold
14,967
– – 0.23% 44
2025
Q3 		$1.4M Hold
14,967
– – 0.25% 43
2025
Q2 		$1.34M Sell
14,967
-250
-2% -$21.3K 0.27% 42
2025
Q1 		$1.24M Hold
15,217
– – 0.29% 43
2024
Q4 		$1.15M Sell
15,217
-1,856
-11% -$147K 0.28% 49
2024
Q3 		$1.43M Hold
17,073
– – 0.35% 44
2024
Q2 		$1.34M Hold
17,073
– – 0.35% 43
2024
Q1 		$1.36M Buy
17,073
+133
+0.8% +$10.2K 0.37% 41
2023
Q4 		$1.28M Sell
16,940
-197
-1% -$13.9K 0.37% 40
2023
Q3 		$1.18M Sell
17,137
-14
-0.1% -$1K 0.6% 39
2023
Q2 		$1.24M Sell
17,151
-229
-1% -$16.6K 0.61% 37
2023
Q1 		$1.24M Sell
17,380
-13,090
-43% -$916K 0.66% 31
2022
Q4 		$2M Buy
30,470
+3,415
+13% +$214K 0.81% 23
2022
Q3 		$1.51M Buy
27,055
+6,905
+34% +$430K 0.85% 21
2022
Q2 		$1.26M Sell
20,150
-109
-0.5% -$7.42K 0.68% 27
2022
Q1 		$1.49M Sell
20,259
-3,459
-15% -$259K 0.72% 25
2021
Q4 		$1.87M Hold
23,718
– – 0.78% 29
2021
Q3 		$1.85M Hold
23,718
– – 0.8% 27
2021
Q2 		$1.87M Buy
23,718
+1,690
+8% +$134K 0.79% 28
2021
Q1 		$1.67M Hold
22,028
– – 0.75% 32
2020
Q4 		$1.61M Sell
22,028
-180
-0.8% -$12.3K 0.84% 26
2020
Q3 		$1.41M Sell
22,208
-775
-3% -$49.6K 0.82% 27
2020
Q2 		$1.4M Sell
22,983
-3,289
-13% -$190K 0.76% 26
2020
Q1 		$1.41M Sell
26,272
-673
-2% -$42.7K 0.97% 20
2019
Q4 		$1.87M Buy
26,945
+4,261
+19% +$288K 1.03% 17
2019
Q3 		$1.48M Sell
22,684
-521
-2% -$33.6K 0.9% 23
2019
Q2 		$1.52M Sell
23,205
-6,429
-22% -$421K 0.93% 22
2019
Q1 		$1.92M Sell
29,634
-10,045
-25% -$633K 1.21% 17
2018
Q4 		$2.33M Buy
39,679
+16,023
+68% +$1M 1.54% 12
2018
Q3 		$1.61M Sell
23,656
-400
-2% -$27K 1.06% 19
2018
Q2 		$1.61M Hold
24,056
– – 1.23% 15
2018
Q1 		$1.68M Sell
24,056
-1,191
-5% -$84.9K 1.48% 15
2017
Q4 		$1.77M Sell
25,247
-225
-0.9% -$15.6K 1.31% 15
2017
Q3 		$1.74M Hold
25,472
– – 1.4% 15
2017
Q2 		$1.66M Sell
25,472
-571
-2% -$36.9K 1.32% 14
2017
Q1 		$1.62M Sell
26,043
-2,275
-8% -$138K 1.25% 16
2016
Q4 		$1.64M Buy
+28,318
New +$1.63M 1.31% 11

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
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
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

Affiance Financial's EFA Position: Q2 2026 in Review

Affiance Financial increased its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, buying an estimated $30.9K and bringing the position to 15,267 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #45.

Affiance Financial first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.33M in Q4 2018. 1,131 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Affiance Financial held 15,267 shares of iShares MSCI EAFE ETF worth $1.59M as of Q2 2026.
  • Affiance Financial bought 300 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $30.9K.
  • iShares MSCI EAFE ETF made up 0.23% of Affiance Financial's portfolio in Q2 2026, its #45 holding.
  • Affiance Financial first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • Affiance Financial's iShares MSCI EAFE ETF position peaked at $2.33M in Q4 2018.
  • 1,131 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.