Evernest Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Evernest Financial Advisors’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	$390K	Buy	3,758 +2	+0.1%	+$206	0.08%	133
2026 Q1	$381K	Hold	3,756	–	–	0.08%	130
2025 Q4	$391K	Hold	3,756	–	–	0.08%	128
2025 Q3	$351K	Hold	3,756	–	–	0.1%	140
2025 Q2	$336K	Hold	3,756	–	–	0.11%	133
2025 Q1	$307K	Hold	3,756	–	–	0.11%	127
2024 Q4	$284K	Hold	3,756	–	–	0.07%	137
2024 Q3	$314K	Hold	3,756	–	–	0.08%	128
2024 Q2	$294K	Hold	3,756	–	–	0.13%	109
2024 Q1	$286K	Buy	3,756 +979	+35%	+$74.9K	0.14%	108
2023 Q4	$209K	Buy	+2,777	New	+$196K	0.11%	122
2021 Q4	$209K	Buy	+2,777	New	+$220K	0.11%	116

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Evernest Financial Advisors's EFA Position: Q2 2026 in Review

Evernest Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q2 2026, buying an estimated $206 and bringing the position to 3,758 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #133.

Evernest Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $391K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Evernest Financial Advisors held 3,758 shares of iShares MSCI EAFE ETF worth $390K as of Q2 2026.
Evernest Financial Advisors bought 2 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $206.
iShares MSCI EAFE ETF made up 0.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #133 holding.
Evernest Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's iShares MSCI EAFE ETF position peaked at $391K in Q4 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.