Canopy Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Canopy Partners’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	$585K	Hold	5,634	–	–	0.18%	111
2026 Q1	$547K	Hold	5,634	–	–	0.19%	102
2025 Q4	$541K	Buy	5,634 +1,350	+32%	+$128K	0.18%	107
2025 Q3	$400K	Hold	4,284	–	–	0.13%	132
2025 Q2	$383K	Hold	4,284	–	–	0.14%	121
2025 Q1	$350K	Sell	4,284 -5,195	-55%	-$419K	0.14%	124
2024 Q4	$717K	Hold	9,479	–	–	0.27%	82
2024 Q3	$793K	Hold	9,479	–	–	0.34%	68
2024 Q2	$742K	Hold	9,479	–	–	0.34%	67
2024 Q1	$757K	Hold	9,479	–	–	0.37%	63
2023 Q4	$714K	Buy	+9,479	New	+$670K	0.44%	50

Other funds holding EFA

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 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

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

Canopy Partners's EFA Position: Q2 2026 in Review

Canopy Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,634 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #111.

Canopy Partners first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $793K in Q3 2024. 748 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Canopy Partners held 5,634 shares of iShares MSCI EAFE ETF worth $585K as of Q2 2026.
Canopy Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.18% of Canopy Partners's portfolio in Q2 2026, its #111 holding.
Canopy Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's iShares MSCI EAFE ETF position peaked at $793K in Q3 2024.
748 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.