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Clear Creek Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Clear Creek Financial 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 		$27M Buy
260,004
+7,908
+3% +$813K 1.74% 6
2026
Q1 		$24.5M Sell
252,096
-64,373
-20% -$6.44M 1.88% 5
2025
Q4 		$30.4M Buy
316,469
+49,850
+19% +$4.73M 2.48% 3
2025
Q3 		$24.9M Sell
266,619
-54,324
-17% -$4.94M 2.16% 6
2025
Q2 		$28.7M Buy
320,943
+155,080
+93% +$13.2M 2.73% 4
2025
Q1 		$13.6M Buy
165,863
+151,957
+1,093% +$12.2M 1.41% 10
2024
Q4 		$1.05M Sell
13,906
-190,147
-93% -$15.1M 0.11% 181
2024
Q3 		$17.1M Buy
204,053
+170,309
+505% +$13.7M 1.93% 8
2024
Q2 		$2.64M Sell
33,744
-748
-2% -$59.3K 0.32% 69
2024
Q1 		$2.75M Buy
34,492
+7,298
+27% +$558K 0.35% 63
2023
Q4 		$2.05M Sell
27,194
-64,663
-70% -$4.57M 0.33% 68
2023
Q3 		$6.33M Sell
91,857
-78,968
-46% -$5.66M 1.11% 15
2023
Q2 		$12.4M Buy
170,825
+134,835
+375% +$9.79M 2.15% 7
2023
Q1 		$2.57M Buy
35,990
+29,983
+499% +$2.1M 0.49% 51
2022
Q4 		$394K Buy
6,007
+407
+7% +$25.5K 0.09% 176
2022
Q3 		$314K Sell
5,600
-741
-12% -$46.2K 0.07% 189
2022
Q2 		$396K Buy
6,341
+294
+5% +$20K 0.08% 178
2022
Q1 		$441K Sell
6,047
-1,073
-15% -$80.3K 0.07% 201
2021
Q4 		$554K Sell
7,120
-141
-2% -$11.2K 0.08% 176
2021
Q3 		$554K Buy
7,261
+214
+3% +$17.1K 0.09% 179
2021
Q2 		$542K Buy
+7,047
New +$560K 0.08% 175
2021
Q1 		– Sell
-6,720
Closed -$483K – 103
2020
Q4 		$483K Sell
6,720
-306,188
-98% -$20.9M 0.09% 189
2020
Q3 		$19.9M Buy
312,908
+305,721
+4,254% +$19.6M 0.9% 27
2020
Q2 		$443K Sell
7,187
-419
-6% -$24.2K 0.11% 129
2020
Q1 		$421K Buy
7,606
+4,304
+130% +$273K 0.16% 88
2019
Q4 		$233K Buy
3,302
+208
+7% +$14K 0.09% 117
2019
Q3 		$212K Buy
+3,094
New +$199K 0.1% 120

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Clear Creek Financial Management's EFA Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q2 2026, buying an estimated $813K and bringing the position to 260,004 shares worth $27M. The position accounts for 1.74% of the portfolio, ranked #6.

Clear Creek Financial Management first reported a position in EFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $30.4M in Q4 2025. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Clear Creek Financial Management held 260,004 shares of iShares MSCI EAFE ETF worth $27M as of Q2 2026.
  • Clear Creek Financial Management bought 7,908 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $813K.
  • iShares MSCI EAFE ETF made up 1.74% of Clear Creek Financial Management's portfolio in Q2 2026, its #6 holding.
  • Clear Creek Financial Management first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • Clear Creek Financial Management's iShares MSCI EAFE ETF position peaked at $30.4M in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.