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Burkett Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Burkett Financial Services’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 		$2.2K Buy
21
+1
+5% +$103 ﹤0.01% 237
2026
Q1 		$2.02K Hold
20
– – ﹤0.01% 221
2025
Q4 		$2K Sell
20
-155
-89% -$14.7K ﹤0.01% 209
2025
Q3 		$16.4K Hold
175
– – 0.01% 142
2025
Q2 		$15.7K Buy
175
+3
+2% +$256 0.01% 135
2025
Q1 		$14.1K Hold
172
– – 0.01% 150
2024
Q4 		$13K Sell
172
-1
-0.6% -$79 0.01% 133
2024
Q3 		$14.5K Hold
173
– – 0.01% 122
2024
Q2 		$13.6K Buy
173
+3
+2% +$238 0.01% 126
2024
Q1 		$13.6K Sell
170
-62
-27% -$4.74K 0.01% 132
2023
Q4 		$17.5K Buy
+232
New +$16.4K 0.01% 119

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Burkett Financial Services's EFA Position: Q2 2026 in Review

Burkett Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q2 2026, buying an estimated $103 and bringing the position to 21 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Burkett Financial Services first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.5K in Q4 2023. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Burkett Financial Services held 21 shares of iShares MSCI EAFE ETF worth $2.2K as of Q2 2026.
  • Burkett Financial Services bought 1 iShares MSCI EAFE ETF share in Q2 2026, an estimated $103.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #237 holding.
  • Burkett Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's iShares MSCI EAFE ETF position peaked at $17.5K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.