EFG
EFA icon

Ethos Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Ethos Financial Group’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 		$20.3M Buy
195,117
+9,724
+5% +$1M 1.36% 15
2026
Q1 		$17.4M Buy
185,393
+12,100
+7% +$1.21M 1.27% 14
2025
Q4 		$16.6M Sell
173,293
-2,075
-1% -$197K 1.23% 16
2025
Q3 		$16.4M Sell
175,368
-70,478
-29% -$6.41M 1.29% 18
2025
Q2 		$22M Sell
245,846
-135,346
-36% -$11.6M 1.89% 9
2025
Q1 		$31.2M Buy
381,192
+198,513
+109% +$16M 2.98% 4
2024
Q4 		$13.8M Buy
182,679
+178,950
+4,799% +$14.2M 1.8% 12
2024
Q3 		$312K Buy
3,729
+1,247
+50% +$100K 0.05% 196
2024
Q2 		$278K Buy
+2,482
New +$197K 0.05% 209

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Ethos Financial Group's EFA Position: Q2 2026 in Review

Ethos Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 5.2% in Q2 2026, buying an estimated $1M and bringing the position to 195,117 shares worth $20.3M. The position accounts for 1.36% of the portfolio, ranked #15.

Ethos Financial Group first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.2M in Q1 2025. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ethos Financial Group held 195,117 shares of iShares MSCI EAFE ETF worth $20.3M as of Q2 2026.
  • Ethos Financial Group bought 9,724 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1M.
  • iShares MSCI EAFE ETF made up 1.36% of Ethos Financial Group's portfolio in Q2 2026, its #15 holding.
  • Ethos Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • Ethos Financial Group's iShares MSCI EAFE ETF position peaked at $31.2M in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.