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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 471 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.
  • 471 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.