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Doliver Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Doliver 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
2021
Q3 		– Sell
-10,000
Closed -$9K – 176
2021
Q2 		$9K Buy
+10,000
New +$794K ﹤0.01% 141

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Doliver Advisors's EFA Position: Q2 2026 in Review

Doliver Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q2 2026, selling an estimated $3.09K and leaving 7,703 shares worth $800K. The position accounts for 0.18% of the portfolio, ranked #95.

Doliver Advisors first reported a position in EFA in Q2 2021 and has held it in 16 quarters since. The position peaked at $887K in Q2 2023. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Doliver Advisors held 7,703 shares of iShares MSCI EAFE ETF worth $800K as of Q2 2026.
  • Doliver Advisors sold 30 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.09K.
  • iShares MSCI EAFE ETF made up 0.18% of Doliver Advisors's portfolio in Q2 2026, its #95 holding.
  • Doliver Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 16 quarters since.
  • Doliver Advisors's iShares MSCI EAFE ETF position peaked at $887K in Q2 2023.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.