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

Financial Guidance 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 		$567K Sell
5,458
-155
-3% -$15.9K 0.21% 58
2026
Q1 		$545K Hold
5,613
– – 0.22% 58
2025
Q4 		$539K Sell
5,613
-30
-0.5% -$2.85K 0.22% 59
2025
Q3 		$527K Hold
5,643
– – 0.24% 57
2025
Q2 		$504K Sell
5,643
-212
-4% -$18.1K 0.25% 55
2025
Q1 		$479K Sell
5,855
-4,520
-44% -$364K 0.26% 50
2024
Q4 		$784K Buy
10,375
+4,475
+76% +$354K 0.43% 42
2024
Q3 		$493K Sell
5,900
-66
-1% -$5.31K 0.29% 48
2024
Q2 		$467K Sell
5,966
-896
-13% -$71K 0.29% 51
2024
Q1 		$548K Hold
6,862
– – 0.36% 36
2023
Q4 		$517K Hold
6,862
– – 0.36% 38
2023
Q3 		$473K Hold
6,862
– – 0.36% 38
2023
Q2 		$497K Sell
6,862
-15
-0.2% -$1.09K 0.37% 35
2023
Q1 		$492K Hold
6,877
– – 0.37% 33
2022
Q4 		$451K Hold
6,877
– – 0.37% 32
2022
Q3 		$385K Sell
6,877
-6,963
-50% -$434K 0.31% 36
2022
Q2 		$865K Sell
13,840
-259
-2% -$17.6K 0.68% 25
2022
Q1 		$1.04M Buy
+14,099
New +$1.05M 0.71% 23

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
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

Financial Guidance Group reduced its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q2 2026, selling an estimated $15.9K and leaving 5,458 shares worth $567K. The position accounts for 0.21% of the portfolio, ranked #58.

Financial Guidance Group first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2022. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Guidance Group held 5,458 shares of iShares MSCI EAFE ETF worth $567K as of Q2 2026.
  • Financial Guidance Group sold 155 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $15.9K.
  • iShares MSCI EAFE ETF made up 0.21% of Financial Guidance Group's portfolio in Q2 2026, its #58 holding.
  • Financial Guidance Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's iShares MSCI EAFE ETF position peaked at $1.04M in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.