CX Institutional’s iShares MSCI EAFE ETF EFA Stock Holding History

CX Institutional’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	$3.22M	Buy	31,010 +3,754	+14%	+$386K	0.09%	198
2026 Q1	$2.65M	Buy	27,256 +345	+1%	+$34.5K	0.08%	219
2025 Q4	$2.58M	Sell	26,911 -1,580	-6%	-$150K	0.08%	179
2025 Q3	$2.66M	Buy	28,491 +5,509	+24%	+$501K	0.08%	181
2025 Q2	$2.05M	Buy	22,982 +1,304	+6%	+$111K	0.07%	193
2025 Q1	$1.77M	Buy	21,678 +621	+3%	+$50.1K	0.07%	205
2024 Q4	$1.59M	Buy	21,057 +113	+0.5%	+$8.95K	0.06%	195
2024 Q3	$1.75M	Sell	20,944 -97	-0.5%	-$7.8K	0.08%	205
2024 Q2	$1.65M	Buy	21,041 +156	+0.7%	+$12.4K	0.08%	210
2024 Q1	$1.67M	Buy	20,885 +193	+0.9%	+$14.8K	0.08%	208
2023 Q4	$1.56M	Sell	20,692 -735	-3%	-$51.9K	0.08%	203
2023 Q3	$1.48M	Sell	21,427 -20,024	-48%	-$1.43M	0.08%	211
2023 Q2	$3.01M	Sell	41,451 -2,436	-6%	-$177K	0.16%	187
2023 Q1	$3.16M	Sell	43,887 -1,061	-2%	-$74.2K	0.17%	180
2022 Q4	$2.95M	Sell	44,948 -234,026	-84%	-$14.7M	0.18%	159
2022 Q3	$15.6M	Buy	278,974 +76,371	+38%	+$4.76M	1.08%	20
2022 Q2	$12.7M	Buy	202,603 +163,539	+419%	+$11.1M	0.96%	19
2022 Q1	$2.88M	Sell	39,064 -47,588	-55%	-$3.56M	0.23%	120
2021 Q4	$6.82M	Buy	86,652 +773	+0.9%	+$61.2K	0.54%	46
2021 Q3	$6.7M	Buy	85,879 +2,066	+2%	+$165K	0.55%	45
2021 Q2	$6.61M	Buy	83,813 +48,422	+137%	+$3.85M	0.54%	49
2021 Q1	$2.69M	Sell	35,391 -2,072	-6%	-$156K	0.24%	103
2020 Q4	$2.73M	Buy	37,463 +609	+2%	+$41.6K	0.26%	110
2020 Q3	$2.35M	Sell	36,854 -167	-0.5%	-$10.7K	0.25%	114
2020 Q2	$2.25M	Sell	37,021 -61,816	-63%	-$3.57M	0.3%	85
2020 Q1	$5.28M	Buy	98,837 +78,537	+387%	+$4.98M	0.86%	27
2019 Q4	$1.41M	Sell	20,300 -320	-2%	-$21.6K	0.25%	85
2019 Q3	$1.34M	Sell	20,620 -614	-3%	-$39.6K	0.22%	101
2019 Q2	$1.4M	Buy	21,234 +1,252	+6%	+$81.9K	0.22%	99
2019 Q1	$1.3M	Sell	19,982 -1,369	-6%	-$86.2K	0.23%	109
2018 Q4	$1.25M	Buy	21,351 +7,973	+60%	+$498K	0.27%	81
2018 Q3	$910K	Buy	13,378 +211	+2%	+$14.2K	0.3%	87
2018 Q2	$882K	Buy	+13,167	New	+$923K	0.33%	82

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

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CX Institutional's EFA Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $386K and bringing the position to 31,010 shares worth $3.22M. The position accounts for 0.09% of the portfolio, ranked #198.

CX Institutional first reported a position in EFA in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.6M in Q3 2022. 560 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CX Institutional held 31,010 shares of iShares MSCI EAFE ETF worth $3.22M as of Q2 2026.
CX Institutional bought 3,754 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $386K.
iShares MSCI EAFE ETF made up 0.09% of CX Institutional's portfolio in Q2 2026, its #198 holding.
CX Institutional first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
CX Institutional's iShares MSCI EAFE ETF position peaked at $15.6M in Q3 2022.
560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.