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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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 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. 2,264 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.
  • 2,264 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.