Clark Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Clark Asset Management’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	$651K	Buy	6,265 +310	+5%	+$31.9K	0.05%	130
2026 Q1	$578K	Hold	5,955	–	–	0.05%	117
2025 Q4	$572K	Buy	5,955 +453	+8%	+$43K	0.06%	111
2025 Q3	$514K	Buy	+5,502	New	+$500K	0.06%	120

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

Clark Asset Management's EFA Position: Q2 2026 in Review

Clark Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.2% in Q2 2026, buying an estimated $31.9K and bringing the position to 6,265 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #130.

Clark Asset Management first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Clark Asset Management held 6,265 shares of iShares MSCI EAFE ETF worth $651K as of Q2 2026.
Clark Asset Management bought 310 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $31.9K.
iShares MSCI EAFE ETF made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #130 holding.
Clark Asset Management first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.