Financial Alternatives’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Alternatives’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	$436K	Hold	4,200	–	–	0.22%	56
2026 Q1	$408K	Hold	4,200	–	–	0.22%	52
2025 Q4	$403K	Hold	4,200	–	–	0.23%	55
2025 Q3	$392K	Hold	4,200	–	–	0.24%	56
2025 Q2	$375K	Hold	4,200	–	–	0.24%	53
2025 Q1	$343K	Hold	4,200	–	–	0.24%	52
2024 Q4	$318K	Hold	4,200	–	–	0.22%	64
2024 Q3	$351K	Hold	4,200	–	–	0.25%	57
2024 Q2	$329K	Hold	4,200	–	–	0.25%	57
2024 Q1	$335K	Hold	4,200	–	–	0.26%	56
2023 Q4	$316K	Hold	4,200	–	–	0.27%	54
2023 Q3	$289K	Hold	4,200	–	–	0.27%	59
2023 Q2	$305K	Hold	4,200	–	–	0.28%	55
2023 Q1	$300K	Hold	4,200	–	–	0.29%	56
2022 Q4	$276K	Buy	+4,200	New	+$263K	0.27%	65

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

Financial Alternatives's EFA Position: Q2 2026 in Review

Financial Alternatives held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,200 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #56.

Financial Alternatives first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial Alternatives held 4,200 shares of iShares MSCI EAFE ETF worth $436K as of Q2 2026.
Financial Alternatives left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.22% of Financial Alternatives's portfolio in Q2 2026, its #56 holding.
Financial Alternatives first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.