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Dynamic Advisor Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Dynamic Advisor Solutions’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 		$5.36M Buy
51,634
+14,118
+38% +$1.45M 0.15% 155
2026
Q1 		$3.64M Buy
37,516
+1,664
+5% +$166K 0.11% 194
2025
Q4 		$3.44M Buy
35,852
+2,366
+7% +$224K 0.11% 199
2025
Q3 		$3.13M Buy
33,486
+5,638
+20% +$513K 0.09% 231
2025
Q2 		$2.49M Buy
27,848
+1,034
+4% +$88.3K 0.08% 260
2025
Q1 		$2.19M Buy
26,814
+3,011
+13% +$243K 0.07% 269
2024
Q4 		$1.8M Sell
23,803
-289
-1% -$22.9K 0.08% 222
2024
Q3 		$2.01M Buy
24,092
+3,227
+15% +$260K 0.06% 295
2024
Q2 		$1.63M Sell
20,865
-373
-2% -$29.5K 0.05% 338
2024
Q1 		$1.7M Buy
21,238
+309
+1% +$23.6K 0.06% 329
2023
Q4 		$1.55M Buy
20,929
+7,428
+55% +$525K 0.06% 324
2023
Q3 		$930K Sell
13,501
-13,318
-50% -$954K 0.04% 368
2023
Q2 		$1.94M Buy
26,819
+1,861
+7% +$135K 0.1% 225
2023
Q1 		$1.78M Buy
24,958
+13,123
+111% +$918K 0.1% 233
2022
Q4 		$777K Sell
11,835
-905
-7% -$56.7K 0.05% 328
2022
Q3 		$714K Sell
12,740
-881
-6% -$54.9K 0.05% 313
2022
Q2 		$851K Sell
13,621
-891
-6% -$60.6K 0.07% 277
2022
Q1 		$1.07M Buy
14,512
+1,079
+8% +$80.7K 0.07% 252
2021
Q4 		$1.06M Sell
13,433
-2,182
-14% -$173K 0.08% 267
2021
Q3 		$1.22M Sell
15,615
-52
-0.3% -$4.16K 0.09% 243
2021
Q2 		$1.24M Buy
15,667
+313
+2% +$24.9K 0.1% 242
2021
Q1 		$1.17M Sell
15,354
-1,002
-6% -$75.4K 0.11% 228
2020
Q4 		$1.19M Sell
16,356
-3,799
-19% -$260K 0.11% 200
2020
Q3 		$1.28M Buy
20,155
+1,615
+9% +$103K 0.15% 171
2020
Q2 		$1.13M Sell
18,540
-6,955
-27% -$402K 0.15% 165
2020
Q1 		$1.36M Sell
25,495
-4,819
-16% -$306K 0.25% 122
2019
Q4 		$2.1M Buy
30,314
+4,163
+16% +$281K 0.29% 95
2019
Q3 		$1.71M Sell
26,151
-459
-2% -$29.6K 0.26% 97
2019
Q2 		$1.75M Sell
26,610
-24,850
-48% -$1.63M 0.28% 94
2019
Q1 		$3.34M Buy
51,460
+25,425
+98% +$1.6M 0.63% 36
2018
Q4 		$1.62M Buy
26,035
+10,720
+70% +$670K 0.34% 85
2018
Q3 		$1.04M Buy
15,315
+2,207
+17% +$149K 0.22% 129
2018
Q2 		$878K Buy
13,108
+786
+6% +$55.1K 0.2% 141
2018
Q1 		$859K Buy
+12,322
New +$879K 0.22% 131
2016
Q4 		– Sell
-4,748
Closed -$281K – 218
2016
Q3 		$281K Buy
4,748
+978
+26% +$56.7K 0.11% 197
2016
Q2 		$210K Sell
3,770
-760
-17% -$43.7K 0.09% 196
2016
Q1 		$259K Buy
+4,530
New +$250K 0.11% 176

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Dynamic Advisor Solutions's EFA Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 38% in Q2 2026, buying an estimated $1.45M and bringing the position to 51,634 shares worth $5.36M. The position accounts for 0.15% of the portfolio, ranked #155.

Dynamic Advisor Solutions first reported a position in EFA in Q1 2016 and has held it in 37 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Dynamic Advisor Solutions held 51,634 shares of iShares MSCI EAFE ETF worth $5.36M as of Q2 2026.
  • Dynamic Advisor Solutions bought 14,118 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.45M.
  • iShares MSCI EAFE ETF made up 0.15% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #155 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 37 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.