Certified Advisory Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Certified Advisory Corp’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	$309K	Sell	2,972 -746	-20%	-$76.7K	0.02%	270
2026 Q1	$361K	Sell	3,718 -3,909	-51%	-$391K	0.03%	248
2025 Q4	$732K	Buy	7,627 +166	+2%	+$15.7K	0.07%	179
2025 Q3	$697K	Buy	7,461 +1,489	+25%	+$135K	0.07%	180
2025 Q2	$534K	Buy	5,972 +13	+0.2%	+$1.11K	0.06%	195
2025 Q1	$487K	Sell	5,959 -1,777	-23%	-$143K	0.06%	191
2024 Q4	$585K	Buy	+7,736	New	+$613K	0.06%	180
2021 Q2	–	Sell	-1,813	Closed	-$138K	–	347
2021 Q1	$138K	Buy	+1,813	New	+$137K	0.04%	219
2020 Q2	$162K	Sell	2,664 -23	-0.9%	-$1.33K	0.05%	192
2020 Q1	$144K	Sell	2,687 -415	-13%	-$26.3K	0.06%	185
2019 Q4	$215K	Buy	3,102 +239	+8%	+$16.1K	0.07%	181
2019 Q3	$187K	Hold	2,863	–	–	0.07%	187
2019 Q2	$188K	Sell	2,863 -84	-3%	-$5.5K	0.07%	178
2019 Q1	$191K	Sell	2,947 -2,830	-49%	-$178K	0.08%	164
2018 Q4	$340K	Buy	5,777 +2,893	+100%	+$181K	0.18%	110
2018 Q3	$196K	Buy	2,884 +1,000	+53%	+$67.5K	0.09%	152
2018 Q2	$126K	Buy	1,884 +24	+1%	+$1.68K	0.07%	175
2018 Q1	$129K	Sell	1,860 -25	-1%	-$1.78K	0.08%	170
2017 Q4	$132K	Buy	+1,885	New	+$131K	0.09%	146

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Certified Advisory Corp's EFA Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2026, selling an estimated $76.7K and leaving 2,972 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #270.

Certified Advisory Corp first reported a position in EFA in Q4 2017 and has held it in 19 quarters since. The position peaked at $732K in Q4 2025. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Certified Advisory Corp held 2,972 shares of iShares MSCI EAFE ETF worth $309K as of Q2 2026.
Certified Advisory Corp sold 746 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $76.7K.
iShares MSCI EAFE ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #270 holding.
Certified Advisory Corp first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 19 quarters since.
Certified Advisory Corp's iShares MSCI EAFE ETF position peaked at $732K in Q4 2025.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.