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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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. 2,267 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.
  • 2,267 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.