City Center Advisors LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

City Center Advisors LLC’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	$1.74M	Sell	16,722 -2,568	-13%	-$264K	1.41%	9
2026 Q1	$1.87M	Sell	19,290 -36	-0.2%	-$3.6K	1.73%	8
2025 Q4	$1.86M	Buy	19,326 +4,047	+26%	+$384K	1.71%	7
2025 Q3	$1.43M	Buy	15,279 +2,529	+20%	+$230K	1.39%	10
2025 Q2	$1.14M	Buy	12,750 +2,004	+19%	+$171K	1.22%	13
2025 Q1	$878K	Sell	10,746 -736	-6%	-$59.3K	1.03%	18
2024 Q4	$868K	Sell	11,482 -3,741	-25%	-$296K	0.97%	20
2024 Q3	$1.27M	Buy	15,223 +1,476	+11%	+$119K	1.42%	9
2024 Q2	$1.1M	Hold	13,747	–	–	1.29%	14
2024 Q1	$1.1M	Buy	+13,747	New	+$1.05M	1.29%	14

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Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return