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BFSG LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

BFSG LLC’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 		$139K Hold
1,339
– – 0.01% 336
2026
Q1 		$130K Buy
1,339
+596
+80% +$59.6K 0.01% 329
2025
Q4 		$71.4K Sell
743
-22
-3% -$2.09K 0.01% 378
2025
Q3 		$71.4K Hold
765
– – 0.01% 381
2025
Q2 		$68.4K Buy
765
+249
+48% +$21.3K 0.01% 363
2025
Q1 		$42.2K Buy
516
+2
+0.4% +$161 0.01% 388
2024
Q4 		$38.9K Buy
514
+25
+5% +$1.98K ﹤0.01% 395
2024
Q3 		$40.9K Sell
489
-50
-9% -$4.02K ﹤0.01% 393
2024
Q2 		$42.2K Hold
539
– – 0.01% 377
2024
Q1 		$43K Hold
539
– – 0.01% 388
2023
Q4 		$40.6K Buy
+539
New +$38.1K 0.01% 371
2020
Q3 		– Sell
-3,434
Closed -$209K – 191
2020
Q2 		$209K Buy
+3,434
New +$199K 0.05% 163

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

BFSG LLC's EFA Position: Q2 2026 in Review

BFSG LLC held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,339 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #336.

BFSG LLC first reported a position in EFA in Q2 2020 and has held it in 12 quarters since. The position peaked at $209K in Q2 2020. 538 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • BFSG LLC held 1,339 shares of iShares MSCI EAFE ETF worth $139K as of Q2 2026.
  • BFSG LLC left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #336 holding.
  • BFSG LLC first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 12 quarters since.
  • BFSG LLC's iShares MSCI EAFE ETF position peaked at $209K in Q2 2020.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.