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Colton Groome Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Colton Groome Financial Advisors’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 		$32.4M Buy
311,828
+19,272
+7% +$1.98M 7.83% 2
2026
Q1 		$28.4M Buy
292,556
+14,657
+5% +$1.47M 8.09% 2
2025
Q4 		$26.7M Buy
277,899
+20,283
+8% +$1.92M 7.65% 2
2025
Q3 		$24.1M Buy
257,616
+17,105
+7% +$1.55M 7.38% 2
2025
Q2 		$21.5M Sell
240,511
-1,603
-0.7% -$137K 7.28% 2
2025
Q1 		$20.5M Sell
242,114
-10,099
-4% -$814K 7.96% 2
2024
Q4 		$19.1M Sell
252,213
-2,489
-1% -$197K 7.29% 2
2024
Q3 		$21.3M Buy
254,702
+4,553
+2% +$366K 7.97% 2
2024
Q2 		$19.6M Buy
250,149
+9,082
+4% +$719K 7.72% 2
2024
Q1 		$19.3M Buy
241,067
+12,886
+6% +$986K 7.74% 2
2023
Q4 		$17.2M Buy
228,181
+41,174
+22% +$2.91M 7.5% 2
2023
Q3 		$12.9M Buy
187,007
+23,846
+15% +$1.71M 6.45% 3
2023
Q2 		$11.8M Buy
163,161
+44,287
+37% +$3.22M 5.54% 2
2023
Q1 		$8.5M Buy
118,874
+18,281
+18% +$1.28M 4.05% 3
2022
Q4 		$6.6M Buy
100,593
+35,357
+54% +$2.21M 3.24% 5
2022
Q3 		$3.65M Buy
65,236
+8,969
+16% +$559K 1.86% 9
2022
Q2 		$3.52M Sell
56,267
-7,776
-12% -$529K 1.76% 17
2022
Q1 		$4.71M Buy
64,043
+30,636
+92% +$2.29M 2.18% 18
2021
Q4 		$2.63M Buy
33,407
+329
+1% +$26.1K 1.07% 30
2021
Q3 		$2.58M Buy
33,078
+19,024
+135% +$1.52M 1.12% 26
2021
Q2 		$1.11M Buy
14,054
+3,835
+38% +$305K 0.51% 38
2021
Q1 		$775K Buy
10,219
+4,590
+82% +$346K 0.43% 33
2020
Q4 		$411K Buy
+5,629
New +$385K 0.26% 47

Other funds holding EFA

GF
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
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
AI
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

Colton Groome Financial Advisors's EFA Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 6.6% in Q2 2026, buying an estimated $1.98M and bringing the position to 311,828 shares worth $32.4M. The position accounts for 7.83% of the portfolio, ranked #2.

Colton Groome Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 778 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Colton Groome Financial Advisors held 311,828 shares of iShares MSCI EAFE ETF worth $32.4M as of Q2 2026.
  • Colton Groome Financial Advisors bought 19,272 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.98M.
  • iShares MSCI EAFE ETF made up 7.83% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Colton Groome Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 778 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.