Client 1st Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Client 1st Advisory 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	$1M	Sell	9,633 -933	-9%	-$96K	0.26%	51
2026 Q1	$1.03M	Buy	10,566 +7,370	+231%	+$737K	0.31%	42
2025 Q4	$307K	Hold	3,196	–	–	0.1%	105
2025 Q3	$298K	Hold	3,196	–	–	0.1%	103
2025 Q2	$286K	Hold	3,196	–	–	0.1%	99
2025 Q1	$261K	Hold	3,196	–	–	0.1%	106
2024 Q4	$242K	Hold	3,196	–	–	0.09%	118
2024 Q3	$267K	Hold	3,196	–	–	0.11%	103
2024 Q2	$250K	Hold	3,196	–	–	0.11%	98
2024 Q1	$255K	Hold	3,196	–	–	0.11%	96
2023 Q4	$241K	Hold	3,196	–	–	0.12%	97
2023 Q3	$220K	Hold	3,196	–	–	0.12%	95
2023 Q2	$232K	Hold	3,196	–	–	0.12%	92
2023 Q1	$229K	Hold	3,196	–	–	0.12%	83
2022 Q4	$210K	Buy	+3,196	New	+$200K	0.12%	88
2022 Q2	–	Sell	-3,196	Closed	-$235K	–	74
2022 Q1	$235K	Hold	3,196	–	–	0.11%	71
2021 Q4	$251K	Hold	3,196	–	–	0.12%	68
2021 Q3	$249K	Hold	3,196	–	–	0.13%	66
2021 Q2	$252K	Hold	3,196	–	–	0.13%	61
2021 Q1	$242K	Hold	3,196	–	–	0.14%	60
2020 Q4	$238K	Hold	3,196	–	–	0.15%	51
2020 Q3	$222K	Hold	3,196	–	–	0.16%	54
2020 Q2	$205K	Sell	3,196 -3,239	-50%	-$187K	0.17%	56
2020 Q1	$344K	Hold	6,435	–	–	0.36%	37
2019 Q4	$447K	Buy	+6,435	New	+$435K	0.44%	35

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Client 1st Advisory Group's EFA Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 8.8% in Q2 2026, selling an estimated $96K and leaving 9,633 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #51.

Client 1st Advisory Group first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.03M in Q1 2026. 560 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Client 1st Advisory Group held 9,633 shares of iShares MSCI EAFE ETF worth $1M as of Q2 2026.
Client 1st Advisory Group sold 933 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $96K.
iShares MSCI EAFE ETF made up 0.26% of Client 1st Advisory Group's portfolio in Q2 2026, its #51 holding.
Client 1st Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
Client 1st Advisory Group's iShares MSCI EAFE ETF position peaked at $1.03M in Q1 2026.
560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.