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Fiduciary Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Fiduciary Financial Group’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 		$232K Hold
2,235
– – 0.03% 344
2026
Q1 		$217K Hold
2,235
– – 0.03% 331
2025
Q4 		$215K Hold
2,235
– – 0.03% 310
2025
Q3 		$209K Buy
+2,235
New +$203K 0.03% 309

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Fiduciary Financial Group's EFA Position: Q2 2026 in Review

Fiduciary Financial Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,235 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #344.

Fiduciary Financial Group first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,140 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Fiduciary Financial Group held 2,235 shares of iShares MSCI EAFE ETF worth $232K as of Q2 2026.
  • Fiduciary Financial Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #344 holding.
  • Fiduciary Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,140 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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