EF
EFA icon

Evanson Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Evanson Financial’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 		$3.6M Buy
+34,677
New +$3.57M 0.18% 63

Other funds holding EFA

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
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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return