Atlas Brown’s iShares MSCI EAFE ETF EFA Stock Holding History

Atlas Brown’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	$2.82M	Buy	27,103 +292	+1%	+$30K	0.76%	37
2026 Q1	$2.6M	Buy	26,811 +220	+0.8%	+$22K	0.78%	31
2025 Q4	$2.55M	Buy	26,591 +37	+0.1%	+$3.51K	0.76%	32
2025 Q3	$2.48M	Hold	26,554	–	–	0.73%	32
2025 Q2	$2.37M	Buy	26,554 +445	+2%	+$38K	0.76%	33
2025 Q1	$2.13M	Sell	26,109 -225	-0.9%	-$18.1K	0.75%	32
2024 Q4	$1.99M	Sell	26,334 -643	-2%	-$50.9K	0.68%	35
2024 Q3	$2.26M	Buy	26,977 +106	+0.4%	+$8.53K	0.78%	31
2024 Q2	$2.1M	Sell	26,871 -712	-3%	-$56.4K	0.75%	34
2024 Q1	$2.2M	Sell	27,583 -286	-1%	-$21.9K	0.8%	33
2023 Q4	$2.1M	Sell	27,869 -42	-0.2%	-$2.97K	0.87%	32
2023 Q3	$1.92M	Buy	27,911 +218	+0.8%	+$15.6K	0.88%	33
2023 Q2	$2.01M	Sell	27,693 -1,909	-6%	-$139K	0.88%	32
2023 Q1	$2.12M	Buy	29,602 +1,960	+7%	+$137K	0.98%	29
2022 Q4	$1.81M	Sell	27,642 -151	-0.5%	-$9.46K	0.89%	32
2022 Q3	$1.56M	Sell	27,793 -280	-1%	-$17.5K	0.79%	36
2022 Q2	$1.75M	Sell	28,073 -683	-2%	-$46.5K	0.83%	37
2022 Q1	$2.12M	Sell	28,756 -113	-0.4%	-$8.45K	0.86%	34
2021 Q4	$2.27M	Sell	28,869 -675	-2%	-$53.5K	0.88%	33
2021 Q3	$2.31M	Sell	29,544 -1,179	-4%	-$94.3K	1%	29
2021 Q2	$2.42M	Sell	30,723 -351	-1%	-$27.9K	1.05%	28
2021 Q1	$2.36M	Sell	31,074 -387	-1%	-$29.1K	1.12%	27
2020 Q4	$2.29M	Buy	31,461 +381	+1%	+$26.1K	1.19%	24
2020 Q3	$1.98M	Sell	31,080 -627	-2%	-$40.1K	1.17%	25
2020 Q2	$1.93M	Buy	31,707 +603	+2%	+$34.9K	1.23%	26
2020 Q1	$1.66M	Buy	31,104 +2,390	+8%	+$152K	1.3%	24
2019 Q4	$1.99M	Buy	28,714 +10,112	+54%	+$683K	1.25%	25
2019 Q3	$1.21M	Sell	18,602 -2,167	-10%	-$140K	0.87%	41
2019 Q2	$1.36M	Sell	20,769 -227	-1%	-$14.9K	0.94%	39
2019 Q1	$1.36M	Buy	20,996 +810	+4%	+$51K	0.96%	36
2018 Q4	$1.19M	Sell	20,186 -333	-2%	-$20.8K	0.92%	40
2018 Q3	$1.4M	Buy	20,519 +249	+1%	+$16.8K	0.86%	42
2018 Q2	$1.38M	Buy	20,270 +39	+0.2%	+$2.73K	0.32%	42
2018 Q1	$1.41M	Buy	20,231 +1,231	+6%	+$87.8K	0.26%	38
2017 Q4	$1.42M	Sell	19,000 -157	-0.8%	-$10.9K	0.25%	40
2017 Q3	$1.31M	Buy	19,157 +1,650	+9%	+$110K	0.28%	40
2017 Q2	$1.14M	Buy	17,507 +3,074	+21%	+$199K	1%	36
2017 Q1	$899K	Buy	14,433 +768	+6%	+$46.4K	0.71%	42
2016 Q4	$808K	Hold	13,665	–	–	0.33%	45
2016 Q3	$808K	Sell	13,665 -171	-1%	-$9.91K	0.33%	45
2016 Q2	$772K	Sell	13,836 -934	-6%	-$53.7K	0.31%	46
2016 Q1	$844K	Sell	14,770 -315	-2%	-$17.4K	0.35%	41
2015 Q4	$820K	Sell	15,085 -522	-3%	-$31.4K	0.52%	39
2015 Q3	$895K	Sell	15,607 -2,093	-12%	-$129K	0.39%	38
2015 Q2	$1.16M	Sell	17,700 -816	-4%	-$54.3K	0.45%	32
2015 Q1	$1.19M	Sell	18,516 -365	-2%	-$23K	0.32%	30
2014 Q4	$1.15M	Sell	18,881 -2,299	-11%	-$144K	0.31%	35
2014 Q3	$1.36M	Sell	21,180 -9,337	-31%	-$623K	0.5%	23
2014 Q2	$2.09M	Hold	30,517	–	–	1.03%	14
2014 Q1	$2.05M	Buy	+30,517	New	+$2.02M	1.11%	12
2013 Q3	–	Sell	-74,152	Closed	-$4.25M	–	79
2013 Q2	$4.25M	Buy	+74,152	New	+$4.48M	0.91%	12

Other funds holding EFA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return