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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

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

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. 2,264 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.
  • 2,264 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.