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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
2021
Q1 		– Sell
-1,500
Closed -$1K – 712
2020
Q4 		$1K Buy
+1,500
New +$103K ﹤0.01% 676
2019
Q2 		– Sell
-1,000
Closed -$1K – 531
2019
Q1 		$1K Buy
+1,000
New +$63K ﹤0.01% 429

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.