Envestnet Portfolio Solutions
EFA icon

Envestnet Portfolio Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Envestnet Portfolio 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 		$13.7M Buy
132,355
+71,421
+117% +$7.35M 0.07% 178
2026
Q1 		$5.92M Sell
60,934
-88,240
-59% -$8.83M 0.03% 261
2025
Q4 		$14.3M Buy
149,174
+4,489
+3% +$426K 0.05% 191
2025
Q3 		$13.5M Sell
144,685
-16,513
-10% -$1.5M 0.05% 191
2025
Q2 		$14.4M Buy
161,198
+2,405
+2% +$205K 0.05% 175
2025
Q1 		$13M Sell
158,793
-52,130
-25% -$4.2M 0.05% 181
2024
Q4 		$15.9M Sell
210,923
-105,943
-33% -$8.39M 0.05% 166
2024
Q3 		$26.5M Sell
316,866
-15,926
-5% -$1.28M 0.09% 114
2024
Q2 		$26.1M Buy
332,792
+198,672
+148% +$15.7M 0.09% 113
2024
Q1 		$10.7M Sell
134,120
-140,593
-51% -$10.8M 0.04% 218
2023
Q4 		$20.7M Buy
274,713
+199,813
+267% +$14.1M 0.09% 113
2023
Q3 		$5.16M Buy
+74,900
New +$5.37M 0.02% 299

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
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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Envestnet Portfolio Solutions's EFA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 117% in Q2 2026, buying an estimated $7.35M and bringing the position to 132,355 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #178.

Envestnet Portfolio Solutions first reported a position in EFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.5M in Q3 2024. 655 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Envestnet Portfolio Solutions held 132,355 shares of iShares MSCI EAFE ETF worth $13.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 71,421 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.35M.
  • iShares MSCI EAFE ETF made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #178 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares MSCI EAFE ETF position peaked at $26.5M in Q3 2024.
  • 655 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.