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

Financial Enhancement 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 		$9.76M Sell
93,937
-1,757
-2% -$181K 1.16% 30
2026
Q1 		$9.98M Sell
95,694
-10,799
-10% -$1.08M 1.24% 30
2025
Q4 		$10.5M Sell
106,493
-1,180
-1% -$112K 1.37% 25
2025
Q3 		$10.2M Buy
107,673
+121
+0.1% +$11K 1.37% 27
2025
Q2 		$9.57M Sell
107,552
-2,937
-3% -$251K 1.37% 24
2025
Q1 		$9.1M Sell
110,489
-6,211
-5% -$501K 1.42% 26
2024
Q4 		$8.73M Sell
116,700
-571
-0.5% -$45.2K 1.34% 31
2024
Q3 		$8.56M Buy
117,271
+13,418
+13% +$1.08M 1.66% 19
2024
Q2 		$8.12M Sell
103,853
-6,147
-6% -$487K 1.31% 28
2024
Q1 		$8.5M Sell
110,000
-4,940
-4% -$378K 1.4% 24
2023
Q4 		$8.4M Sell
114,940
-206
-0.2% -$14.6K 1.48% 26
2023
Q3 		$7.94M Sell
115,146
-1,551
-1% -$111K 1.53% 21
2023
Q2 		$8.42M Sell
116,697
-574
-0.5% -$41.7K 1.56% 21
2023
Q1 		$8.56M Buy
117,271
+6,091
+5% +$426K 1.66% 19
2022
Q4 		$7.88M Buy
+111,180
New +$6.96M 1.51% 21
2022
Q1 		– Sell
-174
Closed -$14K – 315
2021
Q4 		$14K Hold
174
– – ﹤0.01% 181
2021
Q3 		$14K Hold
174
– – ﹤0.01% 181
2021
Q2 		$14K Hold
174
– – ﹤0.01% 173
2021
Q1 		$13K Hold
174
– – ﹤0.01% 169
2020
Q4 		$13K Hold
174
– – ﹤0.01% 196
2020
Q3 		$11K Sell
174
-239
-58% -$15.3K ﹤0.01% 171
2020
Q2 		$25K Hold
413
– – 0.01% 150
2020
Q1 		$22K Hold
413
– – 0.01% 164
2019
Q4 		$29K Hold
413
– – 0.01% 148
2019
Q3 		$27K Hold
413
– – 0.01% 155
2019
Q2 		$27K Buy
413
+191
+86% +$12.5K 0.01% 148
2019
Q1 		$14K Hold
222
– – ﹤0.01% 199
2018
Q4 		$15K Hold
222
– – ﹤0.01% 169
2018
Q3 		$15K Sell
222
-580
-72% -$39.2K ﹤0.01% 169
2018
Q2 		$54K Hold
802
– – 0.02% 117
2018
Q1 		$56K Buy
+802
New +$57.2K 0.02% 121

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

Financial Enhancement Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, selling an estimated $181K and leaving 93,937 shares worth $9.76M. The position accounts for 1.16% of the portfolio, ranked #30.

Financial Enhancement Group first reported a position in EFA in Q1 2018 and has held it in 31 quarters since. The position peaked at $10.5M in Q4 2025. 684 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Enhancement Group held 93,937 shares of iShares MSCI EAFE ETF worth $9.76M as of Q2 2026.
  • Financial Enhancement Group sold 1,757 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $181K.
  • iShares MSCI EAFE ETF made up 1.16% of Financial Enhancement Group's portfolio in Q2 2026, its #30 holding.
  • Financial Enhancement Group first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 31 quarters since.
  • Financial Enhancement Group's iShares MSCI EAFE ETF position peaked at $10.5M in Q4 2025.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.