EFG
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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

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
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
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

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. 584 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.
  • 584 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.