Bright Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bright Financial 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	$1.18M	Sell	11,362 -452	-4%	-$46.5K	0.49%	30
2026 Q1	$1.15M	Buy	11,814 +2,004	+20%	+$201K	0.53%	29
2025 Q4	$942K	Buy	9,810 +1,358	+16%	+$129K	0.44%	29
2025 Q3	$789K	Buy	8,452 +264	+3%	+$24K	0.39%	30
2025 Q2	$732K	Buy	8,188 +108	+1%	+$9.22K	0.41%	30
2025 Q1	$660K	Sell	8,080 -1,441	-15%	-$116K	0.41%	29
2024 Q4	$720K	Sell	9,521 -2,355	-20%	-$187K	0.45%	28
2024 Q3	$993K	Buy	11,876 +3,000	+34%	+$241K	0.63%	24
2024 Q2	$695K	Hold	8,876	–	–	0.49%	27
2024 Q1	$689K	Buy	+8,876	New	+$679K	0.51%	24

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bright Financial Advisors's EFA Position: Q2 2026 in Review

Bright Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q2 2026, selling an estimated $46.5K and leaving 11,362 shares worth $1.18M. The position accounts for 0.49% of the portfolio, ranked #30.

Bright Financial Advisors first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bright Financial Advisors held 11,362 shares of iShares MSCI EAFE ETF worth $1.18M as of Q2 2026.
Bright Financial Advisors sold 452 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $46.5K.
iShares MSCI EAFE ETF made up 0.49% of Bright Financial Advisors's portfolio in Q2 2026, its #30 holding.
Bright Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.