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Clayton Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Clayton Financial Group’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 		– Sell
-4,797
Closed -$466K – 222
2026
Q1 		$466K Hold
4,797
– – 0.24% 45
2025
Q4 		$461K Buy
4,797
+4,106
+594% +$389K 0.23% 45
2025
Q3 		$64.5K Buy
+691
New +$62.8K 0.05% 89
2025
Q2 		– Sell
-9,886
Closed -$808K – 48
2025
Q1 		$808K Sell
9,886
-307
-3% -$24.7K 0.3% 51
2024
Q4 		$771K Buy
10,193
+123
+1% +$9.74K 0.28% 52
2024
Q3 		$842K Buy
10,070
+1,318
+15% +$106K 0.32% 50
2024
Q2 		$699K Hold
8,752
– – 0.3% 53
2024
Q1 		$699K Buy
+8,752
New +$669K 0.32% 51

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Clayton Financial Group's EFA Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 4,797 shares — an estimated $466K sold.

Clayton Financial Group first reported a position in EFA in Q1 2024 and held it in 8 quarters. The position peaked at $842K in Q3 2024. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 4,797 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $466K.
  • Clayton Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's iShares MSCI EAFE ETF position peaked at $842K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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