Blue Zone Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Blue Zone Wealth Advisors’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	$1.82M	Hold	17,534	–	–	0.32%	55
2026 Q1	$1.7M	Hold	17,534	–	–	0.35%	54
2025 Q4	$1.68M	Buy	17,534 +6,762	+63%	+$641K	0.32%	61
2025 Q3	$1.01M	Buy	+10,772	New	+$979K	0.2%	67
2022 Q1	–	Sell	-6,000	Closed	-$472K	–	100
2021 Q4	$472K	Hold	6,000	–	–	0.16%	74
2021 Q3	$468K	Buy	+6,000	New	+$480K	0.16%	77
2020 Q1	–	Sell	-39,015	Closed	-$2.71M	–	47
2019 Q4	$2.71M	Buy	+39,015	New	+$2.64M	1.75%	16

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

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

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Blue Zone Wealth Advisors's EFA Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 17,534 shares worth $1.82M. The position accounts for 0.32% of the portfolio, ranked #55.

Blue Zone Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.71M in Q4 2019. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Blue Zone Wealth Advisors held 17,534 shares of iShares MSCI EAFE ETF worth $1.82M as of Q2 2026.
Blue Zone Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.32% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Blue Zone Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
Blue Zone Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.71M in Q4 2019.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.