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Cannon Financial Strategists’s iShares MSCI EAFE ETF EFA Stock Holding History

Cannon Financial Strategists’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
2025
Q2 		– Sell
-5,889
Closed -$481K – 102
2025
Q1 		$481K Hold
5,889
– – 0.08% 62
2024
Q4 		$445K Hold
5,889
– – 0.08% 63
2024
Q3 		$492K Hold
5,889
– – 0.09% 62
2024
Q2 		$461K Hold
5,889
– – 0.09% 59
2024
Q1 		$470K Hold
5,889
– – 0.09% 60
2023
Q4 		$444K Hold
5,889
– – 0.1% 58
2023
Q3 		$406K Buy
5,889
+139
+2% +$9.96K 0.1% 55
2023
Q2 		$417K Buy
5,750
+73
+1% +$5.3K 0.11% 59
2023
Q1 		$406K Hold
5,677
– – 0.14% 51
2022
Q4 		$373K Hold
5,677
– – 0.14% 53
2022
Q3 		$318K Sell
5,677
-369
-6% -$23K 0.13% 55
2022
Q2 		$378K Hold
6,046
– – 0.15% 54
2022
Q1 		$445K Sell
6,046
-1,387
-19% -$104K 0.16% 42
2021
Q4 		$585K Buy
7,433
+1,330
+22% +$105K 0.21% 37
2021
Q3 		$476K Sell
6,103
-57
-0.9% -$4.56K 0.18% 43
2021
Q2 		$486K Sell
6,160
-508
-8% -$40.4K 0.19% 39
2021
Q1 		$506K Sell
6,668
-296
-4% -$22.3K 0.22% 36
2020
Q4 		$508K Hold
6,964
– – 0.25% 35
2020
Q3 		$443K Sell
6,964
-56
-0.8% -$3.58K 0.24% 37
2020
Q2 		$427K Buy
7,020
+276
+4% +$16K 0.26% 34
2020
Q1 		$361K Buy
6,744
+195
+3% +$12.4K 0.27% 35
2019
Q4 		$455K Buy
6,549
+712
+12% +$48.1K 0.3% 33
2019
Q3 		$381K Buy
5,837
+156
+3% +$10.1K 0.29% 33
2019
Q2 		$373K Hold
5,681
– – 0.31% 31
2019
Q1 		$368K Buy
+5,681
New +$358K 0.33% 35

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannon Financial Strategists's EFA Position: Q2 2025 in Review

Cannon Financial Strategists sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 5,889 shares — an estimated $481K sold.

Cannon Financial Strategists first reported a position in EFA in Q1 2019 and held it in 25 quarters. The position peaked at $585K in Q4 2021. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Cannon Financial Strategists reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Cannon Financial Strategists sold 5,889 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $481K.
  • Cannon Financial Strategists first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 25 quarters.
  • Cannon Financial Strategists's iShares MSCI EAFE ETF position peaked at $585K in Q4 2021.
  • 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Cannon Financial Strategists's 13F filing for Q2 2025, filed 6 Aug 2025.