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Clarity Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Clarity Financial’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 		$806K Buy
7,762
+48
+0.6% +$4.94K 0.07% 62
2026
Q1 		$749K Buy
7,714
+18
+0.2% +$1.8K 0.08% 58
2025
Q4 		$739K Buy
7,696
+79
+1% +$7.49K 0.07% 60
2025
Q3 		$711K Sell
7,617
-534
-7% -$48.5K 0.07% 63
2025
Q2 		$729K Buy
8,151
+895
+12% +$76.4K 0.08% 57
2025
Q1 		$593K Buy
7,256
+1,200
+20% +$96.7K 0.07% 57
2024
Q4 		$458K Sell
6,056
-1,478
-20% -$117K 0.05% 72
2024
Q3 		$630K Hold
7,534
– – 0.07% 78
2024
Q2 		$590K Sell
7,534
-99
-1% -$7.84K 0.09% 65
2024
Q1 		$610K Sell
7,633
-382
-5% -$29.2K 0.09% 66
2023
Q4 		$604K Buy
8,015
+2,900
+57% +$205K 0.1% 57
2023
Q3 		$353K Buy
+5,115
New +$366K 0.06% 82
2023
Q1 		– Sell
-8,379
Closed -$550K – 47
2022
Q4 		$550K Buy
8,379
+2,524
+43% +$158K 0.11% 58
2022
Q3 		$328K Buy
+5,855
New +$365K 0.08% 66

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Clarity Financial's EFA Position: Q2 2026 in Review

Clarity Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.62% in Q2 2026, buying an estimated $4.94K and bringing the position to 7,762 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #62.

Clarity Financial first reported a position in EFA in Q3 2022 and has held it in 14 quarters since. 1,443 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Clarity Financial held 7,762 shares of iShares MSCI EAFE ETF worth $806K as of Q2 2026.
  • Clarity Financial bought 48 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.94K.
  • iShares MSCI EAFE ETF made up 0.07% of Clarity Financial's portfolio in Q2 2026, its #62 holding.
  • Clarity Financial first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 14 quarters since.
  • 1,443 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.