Copley Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Copley Financial Group’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	$245K	Sell	2,356 -229	-9%	-$23.6K	0.15%	101
2026 Q1	$251K	Sell	2,585 -274	-10%	-$27.4K	0.15%	109
2025 Q4	$275K	Sell	2,859 -438	-13%	-$41.5K	0.17%	96
2025 Q3	$308K	Sell	3,297 -660	-17%	-$60K	0.21%	88
2025 Q2	$354K	Sell	3,957 -359	-8%	-$30.7K	0.26%	80
2025 Q1	$353K	Sell	4,316 -1,014	-19%	-$81.7K	0.27%	84
2024 Q4	$403K	Buy	5,330 +2,056	+63%	+$163K	0.31%	80
2024 Q3	$274K	Buy	+3,274	New	+$263K	0.25%	84

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Copley Financial Group's EFA Position: Q2 2026 in Review

Copley Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 8.9% in Q2 2026, selling an estimated $23.6K and leaving 2,356 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #101.

Copley Financial Group first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $403K in Q4 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Copley Financial Group held 2,356 shares of iShares MSCI EAFE ETF worth $245K as of Q2 2026.
Copley Financial Group sold 229 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.6K.
iShares MSCI EAFE ETF made up 0.15% of Copley Financial Group's portfolio in Q2 2026, its #101 holding.
Copley Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's iShares MSCI EAFE ETF position peaked at $403K in Q4 2024.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.