Fiducient Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fiducient 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	$55.3M	Buy	532,654 +9,789	+2%	+$1.01M	7.92%	2
2026 Q1	$50.8M	Sell	522,865 -242	-0%	-$24.2K	6.64%	3
2025 Q4	$50.2M	Sell	523,107 -7,881	-1%	-$747K	6.23%	2
2025 Q3	$49.6M	Sell	530,988 -4,569	-0.9%	-$415K	5.79%	4
2025 Q2	$47.9M	Buy	535,557 +7,743	+1%	+$661K	5.86%	3
2025 Q1	$43.1M	Buy	527,814 +5,393	+1%	+$435K	5.39%	4
2024 Q4	$39.5M	Buy	522,421 +5,465	+1%	+$433K	4.88%	5
2024 Q3	$43.2M	Sell	516,956 -23,452	-4%	-$1.89M	4.99%	5
2024 Q2	$42.3M	Buy	540,408 +71,919	+15%	+$5.7M	5.84%	5
2024 Q1	$37.4M	Sell	468,489 -9,461	-2%	-$724K	7.41%	4
2023 Q4	$36M	Sell	477,950 -91,243	-16%	-$6.45M	6.75%	6
2023 Q3	$39.2M	Buy	569,193 +562,108	+7,934%	+$40.3M	2.21%	6
2023 Q2	$514K	Sell	7,085 -2,492	-26%	-$181K	0.16%	37
2023 Q1	$685K	Sell	9,577 -3,970	-29%	-$278K	0.22%	32
2022 Q4	$889K	Buy	13,547 +5,657	+72%	+$354K	0.26%	51
2022 Q3	$442K	Sell	7,890 -46,960	-86%	-$2.93M	0.21%	34
2022 Q2	$3.43M	Buy	54,850 +50,165	+1,071%	+$3.41M	1.29%	13
2022 Q1	$345K	Sell	4,685 -221	-5%	-$16.5K	0.13%	47
2021 Q4	$387K	Buy	4,906 +65	+1%	+$5.15K	0.12%	39
2021 Q3	$378K	Hold	4,841	–	–	0.11%	65
2021 Q2	$382K	Sell	4,841 -298	-6%	-$23.7K	0.12%	47
2021 Q1	$390K	Sell	5,139 -265	-5%	-$20K	0.13%	50
2020 Q4	$394K	Buy	+5,404	New	+$370K	0.15%	47
2020 Q1	–	Sell	-3,626	Closed	-$252K	–	24
2019 Q4	$252K	Buy	+3,626	New	+$245K	0.14%	19

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

Fiducient Advisors's EFA Position: Q2 2026 in Review

Fiducient Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, buying an estimated $1.01M and bringing the position to 532,654 shares worth $55.3M. The position accounts for 7.92% of the portfolio, ranked #2.

Fiducient Advisors first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fiducient Advisors held 532,654 shares of iShares MSCI EAFE ETF worth $55.3M as of Q2 2026.
Fiducient Advisors bought 9,789 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.01M.
iShares MSCI EAFE ETF made up 7.92% of Fiducient Advisors's portfolio in Q2 2026, its #2 holding.
Fiducient Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.