Central Valley Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Central Valley 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	$659K	Buy	6,343 +1,194	+23%	+$123K	0.17%	96
2026 Q1	$500K	Buy	+5,149	New	+$515K	0.14%	114
2024 Q3	–	Sell	-2,358	Closed	-$839K	–	136
2024 Q2	$839K	Sell	2,358 -2,160	-48%	-$171K	0.36%	54
2024 Q1	$361K	Sell	4,518 -639	-12%	-$48.9K	0.19%	98
2023 Q4	$389K	Buy	+5,157	New	+$364K	0.23%	95

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Central Valley Advisors's EFA Position: Q2 2026 in Review

Central Valley Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 23% in Q2 2026, buying an estimated $123K and bringing the position to 6,343 shares worth $659K. The position accounts for 0.17% of the portfolio, ranked #96.

Central Valley Advisors first reported a position in EFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $839K in Q2 2024. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Central Valley Advisors held 6,343 shares of iShares MSCI EAFE ETF worth $659K as of Q2 2026.
Central Valley Advisors bought 1,194 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $123K.
iShares MSCI EAFE ETF made up 0.17% of Central Valley Advisors's portfolio in Q2 2026, its #96 holding.
Central Valley Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
Central Valley Advisors's iShares MSCI EAFE ETF position peaked at $839K in Q2 2024.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.