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Farther Finance Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Farther Finance 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 		$13.9M Buy
133,998
+34,985
+35% +$3.6M 0.11% 164
2026
Q1 		$9.76M Sell
99,013
-69,373
-41% -$6.94M 0.09% 195
2025
Q4 		$16.2M Buy
168,386
+47,419
+39% +$4.5M 0.17% 106
2025
Q3 		$11.3M Buy
120,967
+16,847
+16% +$1.53M 0.17% 102
2025
Q2 		$9.31M Buy
104,120
+75,169
+260% +$6.42M 0.19% 107
2025
Q1 		$2.37M Buy
28,951
+11,234
+63% +$905K 0.06% 266
2024
Q4 		$1.34M Sell
17,717
-13,728
-44% -$1.09M 0.05% 290
2024
Q3 		$2.63M Buy
31,445
+2,339
+8% +$188K 0.1% 171
2024
Q2 		$2.28M Buy
29,106
+312
+1% +$24.7K 0.11% 145
2024
Q1 		$2.29M Sell
28,794
-3,362
-10% -$257K 0.14% 125
2023
Q4 		$2.42M Buy
32,156
+29,294
+1,024% +$2.07M 0.17% 111
2023
Q3 		$197K Buy
2,862
+138
+5% +$9.89K 0.03% 394
2023
Q2 		$197K Buy
2,724
+4
+0.1% +$290 0.04% 315
2023
Q1 		$195K Buy
2,720
+2,500
+1,136% +$175K 0.06% 264
2022
Q4 		$14.4K Buy
+220
New +$13.8K 0.01% 833

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Farther Finance Advisors's EFA Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 35% in Q2 2026, buying an estimated $3.6M and bringing the position to 133,998 shares worth $13.9M. The position accounts for 0.11% of the portfolio, ranked #164.

Farther Finance Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q4 2025. 683 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Farther Finance Advisors held 133,998 shares of iShares MSCI EAFE ETF worth $13.9M as of Q2 2026.
  • Farther Finance Advisors bought 34,985 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.6M.
  • iShares MSCI EAFE ETF made up 0.11% of Farther Finance Advisors's portfolio in Q2 2026, its #164 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI EAFE ETF position peaked at $16.2M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.