Clune & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Clune & Associates’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 Q3	$1.62M	Sell	15,552 -403	-3%	-$42.7K	0.25%	63
2026 Q2	$1.66M	Sell	15,955 -2,169	-12%	-$223K	0.25%	62
2026 Q1	$1.76M	Buy	18,124 +745	+4%	+$74.5K	0.33%	65
2025 Q4	$1.67M	Buy	17,379 +889	+5%	+$84.3K	0.36%	70
2025 Q3	$1.54M	Buy	16,490 +1,668	+11%	+$152K	0.38%	66
2025 Q2	$1.32M	Sell	14,822 -2	-0%	-$171	0.36%	67
2025 Q1	$1.21M	Sell	14,824 -110	-0.7%	-$8.87K	0.37%	67
2024 Q4	$1.13M	Buy	+14,934	New	+$1.18M	0.37%	67

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Clune & Associates's EFA Position: Q3 2026 in Review

Clune & Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q3 2026, selling an estimated $42.7K and leaving 15,552 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #63.

Clune & Associates first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q1 2026. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Clune & Associates held 15,552 shares of iShares MSCI EAFE ETF worth $1.62M as of Q3 2026.
Clune & Associates sold 403 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $42.7K.
iShares MSCI EAFE ETF made up 0.25% of Clune & Associates's portfolio in Q3 2026, its #63 holding.
Clune & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares MSCI EAFE ETF position peaked at $1.76M in Q1 2026.
773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.