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Archford Capital Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Archford Capital Strategies’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 		$287K Sell
2,758
-20
-0.7% -$2.06K 0.03% 309
2026
Q1 		$270K Hold
2,778
– – 0.03% 302
2025
Q4 		$267K Hold
2,778
– – 0.03% 292
2025
Q3 		$259K Hold
2,778
– – 0.03% 288
2025
Q2 		$248K Sell
2,778
-662
-19% -$56.5K 0.03% 285
2025
Q1 		$281K Sell
3,440
-588
-15% -$47.4K 0.04% 256
2024
Q4 		$305K Sell
4,028
-5,078
-56% -$402K 0.05% 227
2024
Q3 		$752K Buy
9,106
+342
+4% +$27.5K 0.11% 146
2024
Q2 		$687K Buy
8,764
+184
+2% +$14.6K 0.11% 152
2024
Q1 		$685K Sell
8,580
-340
-4% -$26K 0.12% 151
2023
Q4 		$672K Buy
8,920
+36
+0.4% +$2.54K 0.12% 149
2023
Q3 		$612K Buy
8,884
+396
+5% +$28.4K 0.12% 169
2023
Q2 		$626K Sell
8,488
-76
-0.9% -$5.52K 0.12% 179
2023
Q1 		$613K Sell
8,564
-229
-3% -$16K 0.13% 177
2022
Q4 		$577K Hold
8,793
– – 0.13% 176
2022
Q3 		$492K Buy
8,793
+1
+0% +$62 0.13% 178
2022
Q2 		$549K Sell
8,792
-178
-2% -$12.1K 0.14% 169
2022
Q1 		$660K Buy
8,970
+178
+2% +$13.3K 0.15% 156
2021
Q4 		$692K Hold
8,792
– – 0.16% 152
2021
Q3 		$686K Sell
8,792
-5,593
-39% -$447K 0.16% 152
2021
Q2 		$1.14M Hold
14,385
– – 0.28% 88
2021
Q1 		$1.13M Sell
14,385
-220
-2% -$16.6K 0.3% 88
2020
Q4 		$1.11M Sell
14,605
-137
-0.9% -$9.37K 0.25% 117
2020
Q3 		$938K Sell
14,742
-136
-0.9% -$8.7K 0.25% 113
2020
Q2 		$906K Sell
14,878
-2,021
-12% -$117K 0.27% 108
2020
Q1 		$903K Sell
16,899
-25,356
-60% -$1.61M 0.35% 92
2019
Q4 		$2.93M Sell
42,255
-3,401
-7% -$230K 1.01% 20
2019
Q3 		$2.98M Sell
45,656
-2,068
-4% -$133K 1.11% 20
2019
Q2 		$3.14M Sell
47,724
-6,368
-12% -$417K 1.14% 15
2019
Q1 		$3.51M Sell
54,092
-25,119
-32% -$1.58M 1.29% 13
2018
Q4 		$4.66M Buy
79,211
+69,533
+718% +$4.34M 1.87% 7
2018
Q3 		$658K Sell
9,678
-618
-6% -$41.7K 0.24% 122
2018
Q2 		$690K Buy
+10,296
New +$722K 0.24% 121
2018
Q1 		– Sell
-9,768
Closed -$687K – 679
2017
Q4 		$687K Sell
9,768
-1,180
-11% -$82K 0.26% 123
2017
Q3 		$750K Buy
10,948
+1,997
+22% +$134K 0.28% 125
2017
Q2 		$584K Buy
8,951
+952
+12% +$61.6K 0.23% 134
2017
Q1 		$498K Buy
7,999
+1,185
+17% +$71.6K 0.19% 148
2016
Q4 		$393K Buy
6,814
+4,902
+256% +$283K 0.17% 142
2016
Q3 		$113K Sell
1,912
-46
-2% -$2.67K 0.05% 208
2016
Q2 		$109K Buy
+1,958
New +$113K 0.06% 195
2016
Q1 		– Sell
-2,377
Closed -$140K – 291
2015
Q4 		$140K Buy
2,377
+403
+20% +$24.3K 0.06% 190
2015
Q3 		$113K Buy
1,974
+914
+86% +$56.4K 0.08% 143
2015
Q2 		$67K Buy
1,060
+183
+21% +$12.2K 0.05% 179
2015
Q1 		$56.3K Sell
877
-58
-6% -$3.65K 0.04% 193
2014
Q4 		$57K Buy
935
+22
+2% +$1.37K 0.04% 194
2014
Q3 		$59K Buy
913
+33
+4% +$2.2K 0.05% 194
2014
Q2 		$60.2K Buy
880
+369
+72% +$25.3K 0.05% 203
2014
Q1 		$34.3K Buy
+511
New +$33.8K 0.03% 254

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Archford Capital Strategies's EFA Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 0.72% in Q2 2026, selling an estimated $2.06K and leaving 2,758 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #309.

Archford Capital Strategies first reported a position in EFA in Q1 2014 and has held it in 48 quarters since. The position peaked at $4.66M in Q4 2018. 834 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Archford Capital Strategies held 2,758 shares of iShares MSCI EAFE ETF worth $287K as of Q2 2026.
  • Archford Capital Strategies sold 20 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.06K.
  • iShares MSCI EAFE ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #309 holding.
  • Archford Capital Strategies first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 48 quarters since.
  • Archford Capital Strategies's iShares MSCI EAFE ETF position peaked at $4.66M in Q4 2018.
  • 834 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.