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

Antonelli 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	$14.2M	Sell	136,795 -14,420	-10%	-$1.48M	9.74%	3
2026 Q1	$14.7M	Buy	151,215 +19,500	+15%	+$1.95M	10.15%	3
2025 Q4	$12.6M	Buy	131,715 +16,801	+15%	+$1.59M	8.32%	4
2025 Q3	$10.7M	Buy	114,914 +169	+0.1%	+$15.4K	7.29%	4
2025 Q2	$10.3M	Buy	114,745 +7,065	+7%	+$603K	7.4%	5
2025 Q1	$8.8M	Sell	107,680 -16,045	-13%	-$1.29M	7.09%	4
2024 Q4	$9.35M	Buy	+123,725	New	+$9.8M	7.91%	4

Other funds holding EFA

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 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

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

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

Antonelli Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 9.5% in Q2 2026, selling an estimated $1.48M and leaving 136,795 shares worth $14.2M. The position accounts for 9.74% of the portfolio, ranked #3.

Antonelli Financial Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2026. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Antonelli Financial Advisors held 136,795 shares of iShares MSCI EAFE ETF worth $14.2M as of Q2 2026.
Antonelli Financial Advisors sold 14,420 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.48M.
iShares MSCI EAFE ETF made up 9.74% of Antonelli Financial Advisors's portfolio in Q2 2026, its #3 holding.
Antonelli Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's iShares MSCI EAFE ETF position peaked at $14.7M in Q1 2026.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.