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Conservest Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Conservest Capital 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 		– Sell
-5,337
Closed -$518K – 133
2026
Q1 		$518K Sell
5,337
-708
-12% -$70.8K 0.05% 79
2025
Q4 		$580K Buy
6,045
+13
+0.2% +$1.23K 0.05% 78
2025
Q3 		$563K Hold
6,032
– – 0.05% 73
2025
Q2 		$539K Buy
6,032
+12
+0.2% +$1.02K 0.05% 70
2025
Q1 		$492K Sell
6,020
-3,278
-35% -$264K 0.05% 69
2024
Q4 		$703K Buy
9,298
+73
+0.8% +$5.78K 0.07% 60
2024
Q3 		$737K Hold
9,225
– – 0.08% 57
2024
Q2 		$737K Hold
9,225
– – 0.08% 57
2024
Q1 		$737K Buy
9,225
+114
+1% +$8.72K 0.08% 57
2023
Q4 		$687K Buy
9,111
+41
+0.5% +$2.9K 0.07% 60
2023
Q3 		$625K Hold
9,070
– – 0.08% 58
2023
Q2 		$658K Buy
9,070
+61
+0.7% +$4.43K 0.08% 56
2023
Q1 		$644K Buy
9,009
+29
+0.3% +$2.03K 0.08% 54
2022
Q4 		$589K Buy
+8,980
New +$563K 0.07% 53
2022
Q3 		– Sell
-8,967
Closed -$559K – 51
2022
Q2 		$560K Buy
8,967
+77
+0.9% +$5.24K 0.07% 50
2022
Q1 		$654K Sell
8,890
-3,552
-29% -$266K 0.07% 52
2021
Q4 		$979K Buy
12,442
+55
+0.4% +$4.36K 0.1% 46
2021
Q3 		$966K Hold
12,387
– – 0.11% 43
2021
Q2 		$977K Buy
12,387
+42
+0.3% +$3.34K 0.11% 42
2021
Q1 		$937K Sell
12,345
-544
-4% -$41K 0.11% 41
2020
Q4 		$940K Buy
12,889
+30
+0.2% +$2.05K 0.11% 44
2020
Q3 		$819K Sell
12,859
-273
-2% -$17.5K 0.11% 42
2020
Q2 		$799K Sell
13,132
-222
-2% -$12.8K 0.11% 40
2020
Q1 		$714K Buy
13,354
+9,439
+241% +$599K 0.12% 39
2019
Q4 		$272K Sell
3,915
-526
-12% -$35.5K 0.04% 69
2019
Q3 		$290K Hold
4,441
– – 0.04% 69
2019
Q2 		$292K Buy
4,441
+88
+2% +$5.76K 0.04% 69
2019
Q1 		$282K Hold
4,353
– – 0.04% 70
2018
Q4 		$256K Sell
4,353
-298
-6% -$18.6K 0.04% 72
2018
Q3 		$316K Buy
4,651
+1,475
+46% +$99.6K 0.05% 68
2018
Q2 		$213K Sell
3,176
-4,211
-57% -$295K 0.03% 77
2018
Q1 		$515K Hold
7,387
– – 0.11% 49
2017
Q4 		$519K Buy
7,387
+75
+1% +$5.21K 0.1% 49
2017
Q3 		$501K Hold
7,312
– – 0.08% 60
2017
Q2 		$477K Buy
7,312
+114
+2% +$7.38K 0.1% 47
2017
Q1 		$448K Buy
+7,198
New +$435K 0.1% 51

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Conservest Capital Advisors's EFA Position: Q2 2026 in Review

Conservest Capital Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 5,337 shares — an estimated $518K sold.

Conservest Capital Advisors first reported a position in EFA in Q1 2017 and held it in 36 quarters. The position peaked at $979K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Conservest Capital Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 5,337 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $518K.
  • Conservest Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 36 quarters.
  • Conservest Capital Advisors's iShares MSCI EAFE ETF position peaked at $979K in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.