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Avantax Planning Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Avantax Planning Partners’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 		$735K Sell
7,072
-4,094
-37% -$421K 0.02% 234
2026
Q1 		$1.08M Hold
11,166
– – 0.03% 184
2025
Q4 		$1.07M Sell
11,166
-3,611
-24% -$342K 0.03% 187
2025
Q3 		$1.38M Sell
14,777
-4
-0% -$364 0.04% 168
2025
Q2 		$1.32M Sell
14,781
-7
-0% -$598 0.04% 169
2025
Q1 		$1.21M Hold
14,788
– – 0.04% 169
2024
Q4 		$1.12M Sell
14,788
-169
-1% -$13.4K 0.04% 176
2024
Q3 		$1.25M Sell
14,957
-2,250
-13% -$181K 0.04% 162
2024
Q2 		$1.35M Buy
17,207
+8
+0% +$634 0.04% 178
2024
Q1 		$1.37M Sell
17,199
-4,849
-22% -$371K 0.04% 181
2023
Q4 		$1.66M Buy
22,048
+3,422
+18% +$242K 0.06% 126
2023
Q3 		$1.28M Sell
18,626
-2,084
-10% -$149K 0.05% 146
2023
Q2 		$1.5M Buy
20,710
+2,170
+12% +$158K 0.06% 133
2023
Q1 		$1.33M Buy
18,540
+72
+0.4% +$5.04K 0.05% 141
2022
Q4 		$1.21M Buy
18,468
+2
+0% +$125 0.05% 143
2022
Q3 		$1.03M Sell
18,466
-15,467
-46% -$964K 0.05% 146
2022
Q2 		$2.12M Buy
33,933
+1,984
+6% +$135K 0.09% 95
2022
Q1 		$2.35M Sell
31,949
-1,499
-4% -$112K 0.09% 93
2021
Q4 		$2.63M Buy
33,448
+14,339
+75% +$1.14M 0.11% 84
2021
Q3 		$1.49M Sell
19,109
-860
-4% -$68.8K 0.07% 108
2021
Q2 		$1.57M Buy
19,969
+5
+0% +$397 0.07% 103
2021
Q1 		$1.51M Buy
19,964
+13,721
+220% +$1.03M 0.08% 106
2020
Q4 		$455K Sell
6,243
-5,175
-45% -$354K 0.02% 189
2020
Q3 		$727K Sell
11,418
-185
-2% -$11.8K 0.04% 148
2020
Q2 		$706K Sell
11,603
-365
-3% -$21.1K 0.04% 145
2020
Q1 		$640K Sell
11,968
-929
-7% -$59K 0.04% 134
2019
Q4 		$896K Sell
12,897
-2,698
-17% -$182K 0.05% 119
2019
Q3 		$1.02M Buy
15,595
+619
+4% +$39.9K 0.06% 106
2019
Q2 		$985K Sell
14,976
-2,080
-12% -$136K 0.06% 106
2019
Q1 		$1.11M Sell
17,056
-1,047
-6% -$66K 0.08% 96
2018
Q4 		$1.06M Buy
18,103
+374
+2% +$23.4K 0.08% 91
2018
Q3 		$1.21M Buy
17,729
+1,725
+11% +$116K 0.1% 73
2018
Q2 		$1.07M Sell
16,004
-5,193
-24% -$364K 0.1% 76
2018
Q1 		$1.48M Buy
21,197
+24
+0.1% +$1.71K 0.13% 67
2017
Q4 		$1.49M Sell
21,173
-9,357
-31% -$651K 0.14% 63
2017
Q3 		$2.09M Buy
30,530
+3,242
+12% +$217K 0.16% 63
2017
Q2 		$1.78M Buy
27,288
+2,283
+9% +$148K 0.15% 67
2017
Q1 		$1.56M Sell
25,005
-1,729
-6% -$105K 0.14% 66
2016
Q4 		$1.54M Buy
+26,734
New +$1.54M 0.16% 60

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

Avantax Planning Partners's EFA Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 37% in Q2 2026, selling an estimated $421K and leaving 7,072 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #234.

Avantax Planning Partners first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.63M in Q4 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Avantax Planning Partners held 7,072 shares of iShares MSCI EAFE ETF worth $735K as of Q2 2026.
  • Avantax Planning Partners sold 4,094 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $421K.
  • iShares MSCI EAFE ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #234 holding.
  • Avantax Planning Partners first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's iShares MSCI EAFE ETF position peaked at $2.63M in Q4 2021.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.