Cornerstone Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cornerstone Wealth 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	$376K	Buy	3,620 +360	+11%	+$37K	0.08%	40
2026 Q1	$317K	Sell	3,260 -200	-6%	-$20K	0.07%	38
2025 Q4	$332K	Sell	3,460 -100	-3%	-$9.48K	0.08%	41
2025 Q3	$332K	Hold	3,560	–	–	0.08%	40
2025 Q2	$318K	Sell	3,560 -22	-0.6%	-$1.88K	0.08%	41
2025 Q1	$293K	Sell	3,582 -275	-7%	-$22.2K	0.08%	41
2024 Q4	$292K	Hold	3,857	–	–	0.08%	44
2024 Q3	$323K	Sell	3,857 -50	-1%	-$4.02K	0.09%	37
2024 Q2	$306K	Buy	3,907 +25	+0.6%	+$1.98K	0.09%	37
2024 Q1	$310K	Hold	3,882	–	–	0.1%	37
2023 Q4	$293K	Hold	3,882	–	–	0.09%	35
2023 Q3	$268K	Hold	3,882	–	–	0.09%	37
2023 Q2	$281K	Sell	3,882 -100	-3%	-$7.26K	0.1%	37
2023 Q1	$285K	Sell	3,982 -7	-0.2%	-$490	0.1%	37
2022 Q4	$262K	Sell	3,989 -1,168	-23%	-$73.2K	0.1%	38
2022 Q3	$289K	Sell	5,157 -650	-11%	-$40.5K	0.11%	35
2022 Q2	$363K	Hold	5,807	–	–	0.14%	34
2022 Q1	$427K	Sell	5,807 -25	-0.4%	-$1.87K	0.15%	31
2021 Q4	$459K	Sell	5,832 -50	-0.9%	-$3.96K	0.15%	32
2021 Q3	$459K	Hold	5,882	–	–	0.16%	29
2021 Q2	$465K	Sell	5,882 -10	-0.2%	-$794	0.16%	28
2021 Q1	$447K	Buy	+5,892	New	+$444K	0.17%	29

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

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

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Cornerstone Wealth Advisors's EFA Position: Q2 2026 in Review

Cornerstone Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, buying an estimated $37K and bringing the position to 3,620 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #40.

Cornerstone Wealth Advisors first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $465K in Q2 2021. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cornerstone Wealth Advisors held 3,620 shares of iShares MSCI EAFE ETF worth $376K as of Q2 2026.
Cornerstone Wealth Advisors bought 360 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $37K.
iShares MSCI EAFE ETF made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Cornerstone Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's iShares MSCI EAFE ETF position peaked at $465K in Q2 2021.
584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.