Clarus Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-25,548	Closed	-$2.53M	–	93
2025 Q4	$2.53M	Buy	25,548 +150	+0.6%	+$14.2K	1.05%	29
2025 Q3	$2.41M	Buy	25,398 +760	+3%	+$69.1K	1.07%	26
2025 Q2	$2.2M	Buy	24,638 +282	+1%	+$24.1K	1.02%	27
2025 Q1	$1.89M	Sell	24,356 -825	-3%	-$66.5K	1.01%	24
2024 Q4	$1.88M	Buy	25,181 +3,534	+16%	+$280K	0.94%	29
2024 Q3	$1.78M	Buy	21,647 +256	+1%	+$20.6K	0.91%	31
2024 Q2	$1.72M	Sell	21,391 -18,215	-46%	-$1.44M	0.91%	27
2024 Q1	$3.1M	Sell	39,606 -96	-0.2%	-$7.34K	1.76%	17
2023 Q4	$2.93M	Buy	+39,702	New	+$2.81M	1.73%	18
2023 Q2	$2.62M	Buy	36,891 +3,208	+10%	+$233K	1.59%	15
2023 Q1	$2.42M	Sell	33,683 -242	-0.7%	-$16.9K	1.52%	17
2022 Q4	$2.33M	Buy	+33,925	New	+$2.13M	1.53%	21

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarus Wealth Advisors's EFA Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 25,548 shares — an estimated $2.53M sold.

Clarus Wealth Advisors first reported a position in EFA in Q4 2022 and held it in 12 quarters. The position peaked at $3.1M in Q1 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Clarus Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Clarus Wealth Advisors sold 25,548 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.53M.
Clarus Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 12 quarters.
Clarus Wealth Advisors's iShares MSCI EAFE ETF position peaked at $3.1M in Q1 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.