Commonwealth Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Commonwealth Financial Services’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	$4.17M	Sell	40,131 -6,371	-14%	-$655K	0.56%	38
2026 Q1	$4.52M	Sell	46,502 -4,843	-9%	-$485K	0.72%	31
2025 Q4	$4.93M	Sell	51,345 -4,809	-9%	-$456K	0.81%	33
2025 Q3	$5.24M	Buy	56,154 +15,568	+38%	+$1.42M	0.9%	33
2025 Q2	$3.63M	Sell	40,586 -3,905	-9%	-$333K	0.7%	35
2025 Q1	$3.64M	Sell	44,491 -3,176	-7%	-$256K	0.74%	37
2024 Q4	$3.6M	Sell	47,667 -2,710	-5%	-$215K	0.71%	36
2024 Q3	$4.18M	Sell	50,377 -649	-1%	-$52.2K	0.83%	35
2024 Q2	$4.07M	Sell	51,026 -77,637	-60%	-$6.15M	0.83%	34
2024 Q1	$9.69M	Buy	128,663 +32	+0%	+$2.45K	2.28%	13
2023 Q4	$9.69M	Buy	128,631 +5,441	+4%	+$385K	2.28%	13
2023 Q3	$8.49M	Buy	+123,190	New	+$8.82M	2.53%	11
2017 Q1	$183K	Sell	2,966 -417	-12%	-$25.2K	0.2%	57
2016 Q4	$201K	Hold	3,383	–	–	0.2%	55
2016 Q3	$200K	Hold	3,383	–	–	0.19%	54
2016 Q2	$189K	Hold	3,383	–	–	0.22%	49
2016 Q1	$193K	Sell	3,383 -342	-9%	-$18.8K	0.29%	38
2015 Q4	$219K	Sell	3,725 -1,704	-31%	-$103K	0.74%	40
2015 Q3	$311K	Sell	5,429 -170,203	-97%	-$10.5M	0.36%	33
2015 Q2	$11.2M	Buy	175,632 +172,482	+5,476%	+$11.5M	12.09%	3
2015 Q1	$202K	Buy	3,150 +23	+0.7%	+$1.45K	0.18%	50
2014 Q4	$190K	Buy	+3,127	New	+$195K	0.17%	49

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

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

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Commonwealth Financial Services's EFA Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, selling an estimated $655K and leaving 40,131 shares worth $4.17M. The position accounts for 0.56% of the portfolio, ranked #38.

Commonwealth Financial Services first reported a position in EFA in Q4 2014 and has held it in 22 quarters since. The position peaked at $11.2M in Q2 2015. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Commonwealth Financial Services held 40,131 shares of iShares MSCI EAFE ETF worth $4.17M as of Q2 2026.
Commonwealth Financial Services sold 6,371 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $655K.
iShares MSCI EAFE ETF made up 0.56% of Commonwealth Financial Services's portfolio in Q2 2026, its #38 holding.
Commonwealth Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 22 quarters since.
Commonwealth Financial Services's iShares MSCI EAFE ETF position peaked at $11.2M in Q2 2015.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.