DBK Financial Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

DBK Financial Counsel’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	$497K	Sell	4,781 -10	-0.2%	-$1.03K	0.42%	44
2026 Q1	$465K	Sell	4,791 -107	-2%	-$10.7K	0.35%	48
2025 Q4	$470K	Hold	4,898	–	–	0.36%	47
2025 Q3	$457K	Sell	4,898 -108	-2%	-$9.82K	0.38%	47
2025 Q2	$447K	Buy	5,006 +200	+4%	+$17.1K	0.4%	45
2025 Q1	$393K	Hold	4,806	–	–	0.39%	41
2024 Q4	$363K	Hold	4,806	–	–	0.37%	42
2024 Q3	$402K	Hold	4,806	–	–	0.41%	41
2024 Q2	$376K	Hold	4,806	–	–	0.41%	40
2024 Q1	$384K	Hold	4,806	–	–	0.4%	41
2023 Q4	$362K	Hold	4,806	–	–	0.42%	36
2023 Q3	$331K	Hold	4,806	–	–	0.44%	34
2023 Q2	$348K	Hold	4,806	–	–	0.47%	31
2023 Q1	$344K	Sell	4,806 -60	-1%	-$4.2K	0.48%	32
2022 Q4	$319K	Hold	4,866	–	–	0.51%	32
2022 Q3	$273K	Hold	4,866	–	–	0.47%	35
2022 Q2	$304K	Buy	+4,866	New	+$331K	0.49%	33

Other funds holding EFA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

DBK Financial Counsel's EFA Position: Q2 2026 in Review

DBK Financial Counsel reduced its iShares MSCI EAFE ETF (EFA) stake by 0.21% in Q2 2026, selling an estimated $1.03K and leaving 4,781 shares worth $497K. The position accounts for 0.42% of the portfolio, ranked #44.

DBK Financial Counsel first reported a position in EFA in Q2 2022 and has held it in 17 quarters since. 1,575 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

DBK Financial Counsel held 4,781 shares of iShares MSCI EAFE ETF worth $497K as of Q2 2026.
DBK Financial Counsel sold 10 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.03K.
iShares MSCI EAFE ETF made up 0.42% of DBK Financial Counsel's portfolio in Q2 2026, its #44 holding.
DBK Financial Counsel first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
1,575 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.