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

Farrell 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	$600K	Buy	5,776 +24	+0.4%	+$2.47K	0.32%	48
2026 Q1	$559K	Hold	5,752	–	–	0.33%	52
2025 Q4	$552K	Buy	5,752 +83	+1%	+$7.87K	0.33%	49
2025 Q3	$529K	Sell	5,669 -80	-1%	-$7.27K	0.33%	48
2025 Q2	$514K	Buy	5,749 +41	+0.7%	+$3.5K	0.34%	49
2025 Q1	$466K	Sell	5,708 -183	-3%	-$14.8K	0.34%	47
2024 Q4	$445K	Sell	5,891 -4	-0.1%	-$317	0.32%	48
2024 Q3	$467K	Buy	5,895 +51	+0.9%	+$4.1K	0.33%	45
2024 Q2	$458K	Buy	5,844 +87	+2%	+$6.89K	0.36%	43
2024 Q1	$460K	Buy	5,757 +50	+0.9%	+$3.82K	0.38%	43
2023 Q4	$394K	Buy	+5,707	New	+$403K	0.39%	44

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Farrell Financial's EFA Position: Q2 2026 in Review

Farrell Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.42% in Q2 2026, buying an estimated $2.47K and bringing the position to 5,776 shares worth $600K. The position accounts for 0.32% of the portfolio, ranked #48.

Farrell Financial first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Farrell Financial held 5,776 shares of iShares MSCI EAFE ETF worth $600K as of Q2 2026.
Farrell Financial bought 24 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.47K.
iShares MSCI EAFE ETF made up 0.32% of Farrell Financial's portfolio in Q2 2026, its #48 holding.
Farrell Financial first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.