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 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

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

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

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

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

Clune & Associates's EFA Position: Q2 2026 in Review

Clune & Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $223K and leaving 15,955 shares worth $1.66M. The position accounts for 0.25% of the portfolio, ranked #62.

Clune & Associates first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Clune & Associates held 15,955 shares of iShares MSCI EAFE ETF worth $1.66M as of Q2 2026.
Clune & Associates sold 2,169 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $223K.
iShares MSCI EAFE ETF made up 0.25% of Clune & Associates's portfolio in Q2 2026, its #62 holding.
Clune & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares MSCI EAFE ETF position peaked at $1.76M in Q1 2026.
584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.