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Baron Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Baron Financial Group’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 		$7.74M Sell
74,534
-247
-0.3% -$25.4K 3.69% 6
2026
Q1 		$7.26M Sell
74,781
-449
-0.6% -$44.9K 3.92% 5
2025
Q4 		$7.22M Sell
75,230
-134
-0.2% -$12.7K 3.87% 5
2025
Q3 		$7.04M Buy
75,364
+19
+0% +$1.73K 3.86% 5
2025
Q2 		$6.74M Sell
75,345
-1,229
-2% -$105K 3.95% 5
2025
Q1 		$6.26M Buy
76,574
+1,018
+1% +$82K 3.94% 6
2024
Q4 		$5.71M Buy
75,556
+2,681
+4% +$212K 3.54% 6
2024
Q3 		$6.09M Sell
72,875
-1,080
-1% -$86.9K 3.73% 5
2024
Q2 		$5.79M Sell
73,955
-2,457
-3% -$195K 3.68% 5
2024
Q1 		$6.1M Sell
76,412
-375
-0.5% -$28.7K 3.77% 5
2023
Q4 		$5.79M Sell
76,787
-1,415
-2% -$100K 3.69% 6
2023
Q3 		$5.39M Sell
78,202
-215
-0.3% -$15.4K 3.5% 8
2023
Q2 		$5.69M Sell
78,417
-2,879
-4% -$209K 3.51% 8
2023
Q1 		$5.81M Sell
81,296
-475
-0.6% -$33.2K 3.68% 7
2022
Q4 		$5.37M Buy
81,771
+98
+0.1% +$6.14K 3.56% 6
2022
Q3 		$4.58M Buy
81,673
+160
+0.2% +$9.97K 3.08% 9
2022
Q2 		$5.09M Sell
81,513
-1,895
-2% -$129K 3.37% 9
2022
Q1 		$6.14M Buy
83,408
+516
+0.6% +$38.6K 3.56% 8
2021
Q4 		$6.52M Buy
82,892
+250
+0.3% +$19.8K 3.7% 8
2021
Q3 		$6.45M Buy
82,642
+510
+0.6% +$40.8K 3.91% 8
2021
Q2 		$6.48M Buy
82,132
+20
+0% +$1.59K 4.03% 7
2021
Q1 		$6.23M Buy
82,112
+945
+1% +$71.2K 4.29% 6
2020
Q4 		$5.92M Sell
81,167
-1,385
-2% -$94.7K 4.73% 5
2020
Q3 		$5.25M Buy
+82,552
New +$5.28M 4.94% 5

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Baron Financial Group's EFA Position: Q2 2026 in Review

Baron Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.33% in Q2 2026, selling an estimated $25.4K and leaving 74,534 shares worth $7.74M. The position accounts for 3.69% of the portfolio, ranked #6.

Baron Financial Group first reported a position in EFA in Q3 2020 and has held it in 24 quarters since. 545 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Baron Financial Group held 74,534 shares of iShares MSCI EAFE ETF worth $7.74M as of Q2 2026.
  • Baron Financial Group sold 247 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $25.4K.
  • iShares MSCI EAFE ETF made up 3.69% of Baron Financial Group's portfolio in Q2 2026, its #6 holding.
  • Baron Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 545 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.