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

Everhart 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 		$274K Buy
2,633
+30
+1% +$3.09K 0.02% 398
2026
Q1 		$253K Hold
2,603
– – 0.02% 393
2025
Q4 		$250K Hold
2,603
– – 0.02% 369
2025
Q3 		$243K Sell
2,603
-46
-2% -$4.18K 0.02% 344
2025
Q2 		$237K Buy
2,649
+66
+3% +$5.63K 0.03% 311
2025
Q1 		$211K Buy
+2,583
New +$208K 0.03% 315
2024
Q4 		– Sell
-2,722
Closed -$228K – 317
2024
Q3 		$228K Buy
+2,722
New +$219K 0.05% 297

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

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

Everhart Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, buying an estimated $3.09K and bringing the position to 2,633 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #398.

Everhart Financial Group first reported a position in EFA in Q3 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Everhart Financial Group held 2,633 shares of iShares MSCI EAFE ETF worth $274K as of Q2 2026.
  • Everhart Financial Group bought 30 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.09K.
  • iShares MSCI EAFE ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #398 holding.
  • Everhart Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.