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EFA icon

DDFG Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

DDFG Inc’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 		$577K Sell
5,558
-144
-3% -$14.8K 0.11% 56
2026
Q1 		$554K Buy
5,702
+125
+2% +$12.5K 0.12% 51
2025
Q4 		$536K Sell
5,577
-17
-0.3% -$1.61K 0.12% 52
2025
Q3 		$522K Buy
5,594
+130
+2% +$11.8K 0.12% 52
2025
Q2 		$488K Sell
5,464
-28
-0.5% -$2.39K 0.12% 50
2025
Q1 		$449K Sell
5,492
-1,840
-25% -$148K 0.12% 50
2024
Q4 		$554K Buy
7,332
+19
+0.3% +$1.5K 0.16% 44
2024
Q3 		$612K Sell
7,313
-45
-0.6% -$3.62K 0.17% 45
2024
Q2 		$576K Buy
7,358
+21
+0.3% +$1.66K 0.18% 45
2024
Q1 		$586K Buy
7,337
+140
+2% +$10.7K 0.19% 43
2023
Q4 		$542K Buy
7,197
+17
+0.2% +$1.2K 0.18% 44
2023
Q3 		$495K Buy
7,180
+1,707
+31% +$122K 0.18% 41
2023
Q2 		$397K Buy
5,473
+18
+0.3% +$1.31K 0.15% 48
2023
Q1 		$390K Buy
5,455
+34
+0.6% +$2.38K 0.15% 43
2022
Q4 		$356K Buy
+5,421
New +$340K 0.15% 48

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

DDFG Inc's EFA Position: Q2 2026 in Review

DDFG Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q2 2026, selling an estimated $14.8K and leaving 5,558 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #56.

DDFG Inc first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $612K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • DDFG Inc held 5,558 shares of iShares MSCI EAFE ETF worth $577K as of Q2 2026.
  • DDFG Inc sold 144 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.8K.
  • iShares MSCI EAFE ETF made up 0.11% of DDFG Inc's portfolio in Q2 2026, its #56 holding.
  • DDFG Inc first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's iShares MSCI EAFE ETF position peaked at $612K in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.