Cambridge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cambridge 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	$1.58M	Hold	15,182	–	–	0.27%	60
2026 Q1	$1.47M	Hold	15,182	–	–	0.29%	57
2025 Q4	$1.46M	Sell	15,182 -4	-0%	-$379	0.28%	63
2025 Q3	$1.42M	Hold	15,186	–	–	0.28%	60
2025 Q2	$1.36M	Hold	15,186	–	–	0.28%	59
2025 Q1	$1.24M	Hold	15,186	–	–	0.27%	60
2024 Q4	$1.15M	Hold	15,186	–	–	0.26%	63
2024 Q3	$1.27M	Hold	15,186	–	–	0.28%	59
2024 Q2	$1.19M	Buy	15,186 +600	+4%	+$47.5K	0.28%	61
2024 Q1	$1.16M	Hold	14,586	–	–	0.27%	61
2023 Q4	$1.1M	Sell	14,586 -125	-0.8%	-$8.84K	0.28%	61
2023 Q3	$1.01M	Buy	14,711 +890	+6%	+$63.8K	0.27%	64
2023 Q2	$1M	Buy	13,821 +550	+4%	+$39.9K	0.26%	66
2023 Q1	$949K	Buy	13,271 +1,000	+8%	+$69.9K	0.24%	69
2022 Q4	$805K	Hold	12,271	–	–	0.22%	79
2022 Q3	$687K	Sell	12,271 -150	-1%	-$9.35K	0.2%	85
2022 Q2	$776K	Sell	12,421 -50	-0.4%	-$3.4K	0.21%	76
2022 Q1	$918K	Buy	12,471 +450	+4%	+$33.7K	0.22%	76
2021 Q4	$946K	Hold	12,021	–	–	0.21%	78
2021 Q3	$938K	Buy	12,021 +375	+3%	+$30K	0.23%	75
2021 Q2	$919K	Sell	11,646 -222	-2%	-$17.6K	0.22%	78
2021 Q1	$900K	Hold	11,868	–	–	0.23%	75
2020 Q4	$866K	Hold	11,868	–	–	0.23%	74
2020 Q3	$755K	Hold	11,868	–	–	0.22%	73
2020 Q2	$722K	Sell	11,868 -710	-6%	-$41.1K	0.23%	73
2020 Q1	$672K	Buy	12,578 +153	+1%	+$9.71K	0.24%	71
2019 Q4	$863K	Sell	12,425 -373	-3%	-$25.2K	0.26%	69
2019 Q3	$835K	Hold	12,798	–	–	0.28%	63
2019 Q2	$841K	Sell	12,798 -24	-0.2%	-$1.57K	0.28%	66
2019 Q1	$832K	Hold	12,822	–	–	0.28%	65
2018 Q4	$754K	Buy	12,822 +520	+4%	+$32.5K	0.28%	64
2018 Q3	$836K	Hold	12,302	–	–	0.28%	64
2018 Q2	$824K	Hold	12,302	–	–	0.29%	64
2018 Q1	$857K	Hold	12,302	–	–	0.31%	61
2017 Q4	$865K	Hold	12,302	–	–	0.31%	59
2017 Q3	$842K	Sell	12,302 -730	-6%	-$48.8K	0.32%	57
2017 Q2	$850K	Hold	13,032	–	–	0.34%	57
2017 Q1	$812K	Buy	13,032 +560	+4%	+$33.9K	0.33%	60
2016 Q4	$720K	Sell	12,472 -975	-7%	-$56.2K	0.32%	66
2016 Q3	$795K	Sell	13,447 -80	-0.6%	-$4.64K	0.35%	60
2016 Q2	$755K	Sell	13,527 -1,590	-11%	-$91.5K	0.35%	60
2016 Q1	$864K	Sell	15,117 -100	-0.7%	-$5.51K	0.4%	54
2015 Q4	$894K	Buy	15,217 +990	+7%	+$59.6K	0.51%	52
2015 Q3	$815K	Sell	14,227 -565	-4%	-$34.9K	0.48%	53
2015 Q2	$939K	Hold	14,792	–	–	0.53%	51
2015 Q1	$949K	Buy	14,792 +560	+4%	+$35.3K	0.55%	52
2014 Q4	$866K	Buy	+14,232	New	+$888K	0.53%	53

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

Cambridge Advisors's EFA Position: Q2 2026 in Review

Cambridge Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 15,182 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #60.

Cambridge Advisors first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cambridge Advisors held 15,182 shares of iShares MSCI EAFE ETF worth $1.58M as of Q2 2026.
Cambridge Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.27% of Cambridge Advisors's portfolio in Q2 2026, its #60 holding.
Cambridge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.