Collective Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Collective Family Office’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	$832K	Sell	8,011 -225	-3%	-$23.1K	0.17%	92
2026 Q1	$800K	Hold	8,236	–	–	0.18%	85
2025 Q4	$791K	Hold	8,236	–	–	0.18%	88
2025 Q3	$769K	Hold	8,236	–	–	0.18%	86
2025 Q2	$736K	Hold	8,236	–	–	0.19%	85
2025 Q1	$673K	Hold	8,236	–	–	0.18%	89
2024 Q4	$623K	Hold	8,236	–	–	0.17%	98
2024 Q3	$689K	Hold	8,236	–	–	0.19%	93
2024 Q2	$645K	Buy	8,236 +2,325	+39%	+$184K	0.19%	98
2024 Q1	$472K	Sell	5,911 -251	-4%	-$19.2K	0.15%	113
2023 Q4	$464K	Hold	6,162	–	–	0.16%	106
2023 Q3	$425K	Buy	6,162 +190	+3%	+$13.6K	0.17%	110
2023 Q2	$433K	Hold	5,972	–	–	0.17%	115
2023 Q1	$427K	Buy	5,972 +611	+11%	+$42.7K	0.18%	108
2022 Q4	$352K	Sell	5,361 -2,457	-31%	-$154K	0.16%	117
2022 Q3	$438K	Sell	7,818 -6,500	-45%	-$405K	0.22%	105
2022 Q2	$895K	Buy	14,318 +500	+4%	+$34K	0.39%	73
2022 Q1	$1.02M	Hold	13,818	–	–	0.39%	70
2021 Q4	$1.09M	Sell	13,818 -200	-1%	-$15.8K	0.43%	64
2021 Q3	$1.09M	Hold	14,018	–	–	0.47%	56
2021 Q2	$1.11M	Buy	14,018 +1,400	+11%	+$111K	0.47%	60
2021 Q1	$957K	Sell	12,618 -1,650	-12%	-$124K	0.47%	62
2020 Q4	$1.04M	Buy	+14,268	New	+$976K	0.58%	52

Other funds holding EFA

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Collective Family Office's EFA Position: Q2 2026 in Review

Collective Family Office reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2026, selling an estimated $23.1K and leaving 8,011 shares worth $832K. The position accounts for 0.17% of the portfolio, ranked #92.

Collective Family Office first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Collective Family Office held 8,011 shares of iShares MSCI EAFE ETF worth $832K as of Q2 2026.
Collective Family Office sold 225 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.1K.
iShares MSCI EAFE ETF made up 0.17% of Collective Family Office's portfolio in Q2 2026, its #92 holding.
Collective Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares MSCI EAFE ETF position peaked at $1.11M in Q2 2021.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.