Fi3 Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fi3 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	$674K	Sell	10,136 -41,002	-80%	-$4.22M	0.16%	67
2026 Q1	$4.97M	Sell	51,138 -5,350	-9%	-$535K	1.43%	14
2025 Q4	$5.42M	Sell	56,488 -2,883	-5%	-$273K	1.66%	13
2025 Q3	$5.54M	Sell	59,371 -1,221	-2%	-$111K	1.87%	13
2025 Q2	$5.42M	Sell	60,592 -2,046	-3%	-$175K	1.95%	10
2025 Q1	$5.12M	Sell	62,638 -483	-0.8%	-$38.9K	2.08%	11
2024 Q4	$4.77M	Sell	63,121 -1,723	-3%	-$136K	1.79%	11
2024 Q3	$5.42M	Sell	64,844 -1,769	-3%	-$142K	2.16%	11
2024 Q2	$5.22M	Buy	66,613 +14	+0%	+$1.11K	2.3%	11
2024 Q1	$5.26M	Sell	66,599 -3,783	-5%	-$289K	2.42%	10
2023 Q4	$5.3M	Sell	70,382 -878	-1%	-$62.1K	2.53%	10
2023 Q3	$4.91M	Sell	71,260 -597	-0.8%	-$42.8K	2.64%	10
2023 Q2	$5.21M	Sell	71,857 -4,798	-6%	-$348K	2.73%	10
2023 Q1	$5.48M	Sell	76,655 -6,912	-8%	-$483K	2.92%	8
2022 Q4	$5.49M	Sell	83,567 -22,915	-22%	-$1.44M	3.14%	7
2022 Q3	$5.96M	Sell	106,482 -75,578	-42%	-$4.71M	5.43%	6
2022 Q2	$11.2M	Buy	182,060 +86,065	+90%	+$5.86M	9.22%	5
2022 Q1	$7.07M	Sell	95,995 -15,287	-14%	-$1.14M	5.49%	6
2021 Q4	$8.76M	Buy	111,282 +45,227	+68%	+$3.58M	5.73%	7
2021 Q3	$5.15M	Buy	66,055 +296	+0.5%	+$23.7K	3.42%	9
2021 Q2	$5.29M	Buy	65,759 +9,648	+17%	+$766K	3.63%	9
2021 Q1	$4.26M	Buy	+56,111	New	+$4.22M	3.66%	10

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

Fi3 Financial Advisors's EFA Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 80% in Q2 2026, selling an estimated $4.22M and leaving 10,136 shares worth $674K. The position accounts for 0.16% of the portfolio, ranked #67.

Fi3 Financial Advisors first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.2M in Q2 2022. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fi3 Financial Advisors held 10,136 shares of iShares MSCI EAFE ETF worth $674K as of Q2 2026.
Fi3 Financial Advisors sold 41,002 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.22M.
iShares MSCI EAFE ETF made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #67 holding.
Fi3 Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
Fi3 Financial Advisors's iShares MSCI EAFE ETF position peaked at $11.2M in Q2 2022.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.