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Builder Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Builder Investment 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 		$1.62M Hold
15,562
– – 0.32% 46
2026
Q1 		$1.51M Hold
15,562
– – 0.33% 45
2025
Q4 		$1.49M Sell
15,562
-65
-0.4% -$6.17K 0.32% 43
2025
Q3 		$1.46M Sell
15,627
-40
-0.3% -$3.64K 0.33% 44
2025
Q2 		$1.4M Sell
15,667
-58
-0.4% -$4.95K 0.35% 45
2025
Q1 		$1.29M Sell
15,725
-327
-2% -$26.4K 0.37% 43
2024
Q4 		$1.21M Sell
16,052
-109
-0.7% -$8.63K 0.33% 43
2024
Q3 		$1.35M Sell
16,161
-156
-1% -$12.6K 0.36% 43
2024
Q2 		$1.28M Sell
16,317
-98
-0.6% -$7.76K 0.35% 43
2024
Q1 		$1.31M Hold
16,415
– – 0.38% 42
2023
Q4 		$1.24M Sell
16,415
-4
-0% -$283 0.44% 40
2023
Q3 		$1.13M Hold
16,419
– – 0.44% 41
2023
Q2 		$1.19M Sell
16,419
-1,137
-6% -$82.6K 0.47% 39
2023
Q1 		$1.26M Sell
17,556
-1,392
-7% -$97.4K 0.55% 39
2022
Q4 		$1.24M Buy
+18,948
New +$1.19M 0.59% 38

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Builder Investment Group's EFA Position: Q2 2026 in Review

Builder Investment Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 15,562 shares worth $1.62M. The position accounts for 0.32% of the portfolio, ranked #46.

Builder Investment Group first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Builder Investment Group held 15,562 shares of iShares MSCI EAFE ETF worth $1.62M as of Q2 2026.
  • Builder Investment Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.32% of Builder Investment Group's portfolio in Q2 2026, its #46 holding.
  • Builder Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.