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Eclectic Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Eclectic Associates’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 		$4.03M Buy
38,752
+827
+2% +$85.1K 0.46% 41
2026
Q1 		$3.68M Buy
37,925
+22,657
+148% +$2.27M 0.49% 41
2025
Q4 		$1.47M Buy
+15,268
New +$1.45M 0.23% 62

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

Eclectic Associates's EFA Position: Q2 2026 in Review

Eclectic Associates increased its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q2 2026, buying an estimated $85.1K and bringing the position to 38,752 shares worth $4.03M. The position accounts for 0.46% of the portfolio, ranked #41.

Eclectic Associates first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Eclectic Associates held 38,752 shares of iShares MSCI EAFE ETF worth $4.03M as of Q2 2026.
  • Eclectic Associates bought 827 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $85.1K.
  • iShares MSCI EAFE ETF made up 0.46% of Eclectic Associates's portfolio in Q2 2026, its #41 holding.
  • Eclectic Associates first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.