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Alpha Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Alpha Financial 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 		$278K Buy
2,673
+34
+1% +$3.5K 0.07% 75
2026
Q1 		$256K Hold
2,639
– – 0.08% 53
2025
Q4 		$253K Sell
2,639
-861
-25% -$81.7K 0.08% 58
2025
Q3 		$327K Buy
3,500
+13
+0.4% +$1.18K 0.12% 40
2025
Q2 		$312K Buy
3,487
+53
+2% +$4.53K 0.12% 43
2025
Q1 		$281K Sell
3,434
-2,811
-45% -$227K 0.12% 37
2024
Q4 		$472K Buy
6,245
+93
+2% +$7.37K 0.21% 25
2024
Q3 		$514K Buy
6,152
+26
+0.4% +$2.09K 0.23% 21
2024
Q2 		$480K Buy
6,126
+112
+2% +$8.87K 0.23% 22
2024
Q1 		$480K Buy
6,014
+21
+0.4% +$1.61K 0.23% 23
2023
Q4 		$452K Buy
5,993
+94
+2% +$6.64K 0.23% 23
2023
Q3 		$407K Buy
5,899
+618
+12% +$44.3K 0.26% 24
2023
Q2 		$383K Buy
5,281
+114
+2% +$8.28K 0.24% 26
2023
Q1 		$370K Buy
5,167
+17
+0.3% +$1.19K 0.26% 25
2022
Q4 		$338K Buy
+5,150
New +$323K 0.29% 28

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Alpha Financial Advisors's EFA Position: Q2 2026 in Review

Alpha Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2026, buying an estimated $3.5K and bringing the position to 2,673 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #75.

Alpha Financial Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $514K in Q3 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Alpha Financial Advisors held 2,673 shares of iShares MSCI EAFE ETF worth $278K as of Q2 2026.
  • Alpha Financial Advisors bought 34 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.5K.
  • iShares MSCI EAFE ETF made up 0.07% of Alpha Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Alpha Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Alpha Financial Advisors's iShares MSCI EAFE ETF position peaked at $514K in Q3 2024.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.