FC Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

FC Advisory’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	$320K	Buy	3,085 +18	+0.6%	+$1.85K	0.08%	94
2026 Q1	$298K	Hold	3,067	–	–	0.09%	95
2025 Q4	$295K	Buy	3,067 +19	+0.6%	+$1.8K	0.08%	96
2025 Q3	$285K	Hold	3,048	–	–	0.08%	98
2025 Q2	$272K	Buy	3,048 +19	+0.6%	+$1.62K	0.08%	97
2025 Q1	$248K	Hold	3,029	–	–	0.08%	97
2024 Q4	$229K	Buy	3,029 +15	+0.5%	+$1.19K	0.08%	101
2024 Q3	$252K	Hold	3,014	–	–	0.08%	96
2024 Q2	$236K	Buy	3,014 +19	+0.6%	+$1.5K	0.09%	92
2024 Q1	$239K	Hold	2,995	–	–	0.09%	91
2023 Q4	$226K	Buy	2,995 +12	+0.4%	+$848	0.09%	92
2023 Q3	$206K	Sell	2,983 -14	-0.5%	-$1K	0.09%	89
2023 Q2	$217K	Buy	2,997 +18	+0.6%	+$1.31K	0.09%	89
2023 Q1	$213K	Buy	+2,979	New	+$208K	0.09%	86
2022 Q3	–	Sell	-4,341	Closed	-$271K	–	84
2022 Q2	$271K	Buy	4,341 +27	+0.6%	+$1.84K	0.13%	68
2022 Q1	$317K	Buy	4,314 +4	+0.1%	+$299	0.14%	60
2021 Q4	$339K	Buy	4,310 +29	+0.7%	+$2.3K	0.14%	55
2021 Q3	$334K	Hold	4,281	–	–	0.15%	53
2021 Q2	$338K	Buy	4,281 +23	+0.5%	+$1.83K	0.15%	54
2021 Q1	$323K	Sell	4,258 -932	-18%	-$70.2K	0.16%	53
2020 Q4	$379K	Buy	5,190 +25	+0.5%	+$1.71K	0.19%	47
2020 Q3	$329K	Buy	5,165 +27	+0.5%	+$1.73K	0.19%	45
2020 Q2	$313K	Buy	5,138 +70	+1%	+$4.05K	0.19%	46
2020 Q1	$271K	Buy	5,068 +1,020	+25%	+$64.7K	0.19%	45
2019 Q4	$281K	Buy	4,048 +12	+0.3%	+$810	0.16%	46
2019 Q3	$268K	Hold	4,036	–	–	0.16%	45
2019 Q2	$266K	Buy	4,036 +147	+4%	+$9.62K	0.16%	44
2019 Q1	$252K	Hold	3,889	–	–	0.16%	44
2018 Q4	$229K	Buy	3,889 +299	+8%	+$18.7K	0.16%	44
2018 Q3	$244K	Hold	3,590	–	–	0.15%	43
2018 Q2	$240K	Sell	3,590 -14	-0.4%	-$982	0.16%	42
2018 Q1	$251K	Hold	3,604	–	–	0.16%	38
2017 Q4	$253K	Buy	3,604 +6	+0.2%	+$417	0.16%	37
2017 Q3	$246K	Hold	3,598	–	–	0.17%	35
2017 Q2	$235K	Buy	3,598 +10	+0.3%	+$647	0.16%	36
2017 Q1	$223K	Buy	3,588 +24	+0.7%	+$1.45K	0.16%	37
2016 Q4	$211K	Buy	3,564 +6	+0.2%	+$346	0.16%	32
2016 Q3	$210K	Buy	+3,558	New	+$206K	0.16%	34
2016 Q2	–	Sell	-3,546	Closed	-$203K	–	32
2016 Q1	$203K	Sell	3,546 -27	-0.8%	-$1.49K	0.17%	32
2015 Q4	$210K	Buy	3,573 +5	+0.1%	+$301	0.18%	30
2015 Q3	$205K	Buy	3,568 +7	+0.2%	+$432	0.19%	31
2015 Q2	$226K	Hold	3,561	–	–	0.2%	30
2015 Q1	$229K	Buy	+3,561	New	+$224K	0.21%	29

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

FC Advisory's EFA Position: Q2 2026 in Review

FC Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 0.59% in Q2 2026, buying an estimated $1.85K and bringing the position to 3,085 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #94.

FC Advisory first reported a position in EFA in Q1 2015 and has held it in 43 quarters since. The position peaked at $379K in Q4 2020. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

FC Advisory held 3,085 shares of iShares MSCI EAFE ETF worth $320K as of Q2 2026.
FC Advisory bought 18 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.85K.
iShares MSCI EAFE ETF made up 0.08% of FC Advisory's portfolio in Q2 2026, its #94 holding.
FC Advisory first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 43 quarters since.
FC Advisory's iShares MSCI EAFE ETF position peaked at $379K in Q4 2020.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.