Diversify Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$596K Buy
+5,733
New +$590K 0.01% 815
2026
Q1
Sell
-6,327
Closed -$630K 400
2025
Q4
$630K Buy
+6,327
New +$600K 0.02% 534
2025
Q2
Sell
-2,855
Closed -$242K 835
2025
Q1
$242K Sell
2,855
-1,259
-31% -$101K 0.02% 562
2024
Q4
$309K Buy
+4,114
New +$326K 0.02% 477
2024
Q2
Sell
-3,251
Closed -$259K 668
2024
Q1
$259K Buy
+3,251
New +$249K 0.02% 563

Other funds holding EFA

Diversify Advisory Services's EFA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 5,733 shares worth $596K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EFA as recently as Q4 2025.

Diversify Advisory Services first reported a position in EFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $630K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Diversify Advisory Services held 5,733 shares of iShares MSCI EAFE ETF worth $596K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #815 holding.
  • Diversify Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's iShares MSCI EAFE ETF position peaked at $630K in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.