CGC Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

CGC Financial 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	$724K	Hold	6,974	–	–	0.16%	30
2026 Q1	$677K	Hold	6,974	–	–	0.2%	26
2025 Q4	$670K	Hold	6,974	–	–	0.18%	29
2025 Q3	$651K	Hold	6,974	–	–	0.18%	31
2025 Q2	$623K	Hold	6,974	–	–	0.21%	26
2025 Q1	$570K	Hold	6,974	–	–	0.23%	24
2024 Q4	$527K	Hold	6,974	–	–	0.21%	26
2024 Q3	$583K	Hold	6,974	–	–	0.23%	26
2024 Q2	$546K	Hold	6,974	–	–	0.24%	26
2024 Q1	$557K	Hold	6,974	–	–	0.29%	24
2023 Q4	$525K	Hold	6,974	–	–	0.24%	30
2023 Q3	$481K	Hold	6,974	–	–	0.34%	22
2023 Q2	$506K	Buy	+6,974	New	+$506K	0.33%	22

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

CGC Financial Services's EFA Position: Q2 2026 in Review

CGC Financial Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 6,974 shares worth $724K. The position accounts for 0.16% of the portfolio, ranked #30.

CGC Financial Services first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CGC Financial Services held 6,974 shares of iShares MSCI EAFE ETF worth $724K as of Q2 2026.
CGC Financial Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.16% of CGC Financial Services's portfolio in Q2 2026, its #30 holding.
CGC Financial Services first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.