DHK Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

DHK Financial 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
2025 Q2	$336K	Sell	3,764 -31,638	-89%	-$2.7M	0.19%	78
2025 Q1	$2.89M	Sell	35,402 -374	-1%	-$30.1K	1.59%	8
2024 Q4	$2.71M	Sell	35,776 -1,193	-3%	-$94.5K	1.64%	10
2024 Q3	$3.09M	Buy	36,969 +29,580	+400%	+$2.38M	1.9%	10
2024 Q2	$579K	Sell	7,389 -2,563	-26%	-$203K	0.4%	43
2024 Q1	$795K	Buy	+9,952	New	+$761K	0.56%	47
2022 Q3	–	Sell	-6,954	Closed	-$435K	–	33
2022 Q2	$435K	Buy	6,954 +165	+2%	+$11.2K	0.42%	33
2022 Q1	$500K	Buy	6,789 +14	+0.2%	+$1.05K	0.42%	31
2021 Q4	$534K	Buy	+6,775	New	+$537K	0.5%	29

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

DHK Financial Advisors's EFA Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 89% in Q2 2025, selling an estimated $2.7M and leaving 3,764 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #78.

DHK Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.09M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

DHK Financial Advisors held 3,764 shares of iShares MSCI EAFE ETF worth $336K as of Q2 2025.
DHK Financial Advisors sold 31,638 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $2.7M.
iShares MSCI EAFE ETF made up 0.19% of DHK Financial Advisors's portfolio in Q2 2025, its #78 holding.
DHK Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
DHK Financial Advisors's iShares MSCI EAFE ETF position peaked at $3.09M in Q3 2024.
2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.