CFS Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

CFS Investment Advisory Services’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	$5.34M	Sell	51,149 -938	-2%	-$96.5K	0.36%	65
2026 Q1	$5.43M	Sell	52,087 -1,548	-3%	-$155K	0.37%	64
2025 Q4	$5.15M	Sell	53,635 -668	-1%	-$63.4K	0.38%	66
2025 Q3	$5.16M	Sell	54,303 -27	-0%	-$2.45K	0.38%	61
2025 Q2	$4.86M	Buy	54,330 +5,718	+12%	+$488K	0.4%	58
2025 Q1	$3.97M	Sell	48,612 -555	-1%	-$44.7K	0.35%	62
2024 Q4	$3.72M	Buy	49,167 +18,645	+61%	+$1.48M	0.33%	66
2024 Q3	$2.55M	Hold	30,522	–	–	0.21%	87
2024 Q2	$2.39M	Buy	+30,522	New	+$2.42M	0.19%	84
2023 Q3	–	Sell	-33,355	Closed	-$2.42M	–	175
2023 Q2	$2.42M	Buy	+33,355	New	+$2.42M	0.31%	61
2022 Q4	–	Sell	-2,804,140	Closed	-$735K	–	162
2022 Q3	$735K	Buy	2,804,140 +2,761,927	+6,543%	+$172M	0.17%	72
2022 Q2	$2.64M	Sell	42,213 -3,000,696	-99%	-$204M	0.4%	47
2022 Q1	$208K	Buy	3,042,909 +2,998,092	+6,690%	+$224M	0.91%	26
2021 Q4	$3.4M	Sell	44,817 -2,354	-5%	-$186K	0.46%	45
2021 Q3	$3.68M	Sell	47,171 -64,630	-58%	-$5.17M	0.5%	42
2021 Q2	$8.82M	Buy	+111,801	New	+$8.88M	8.04%	5
2020 Q4	$2.78M	Buy	+38,087	New	+$2.6M	0.44%	40

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

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

CFS Investment Advisory Services's EFA Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, selling an estimated $96.5K and leaving 51,149 shares worth $5.34M. The position accounts for 0.36% of the portfolio, ranked #65.

CFS Investment Advisory Services first reported a position in EFA in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.82M in Q2 2021. 648 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CFS Investment Advisory Services held 51,149 shares of iShares MSCI EAFE ETF worth $5.34M as of Q2 2026.
CFS Investment Advisory Services sold 938 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $96.5K.
iShares MSCI EAFE ETF made up 0.36% of CFS Investment Advisory Services's portfolio in Q2 2026, its #65 holding.
CFS Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 17 quarters since.
CFS Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $8.82M in Q2 2021.
648 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.