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Financial Life Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Life 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 		$282K Hold
2,715
– – 0.08% 50
2026
Q1 		$264K Sell
2,715
-189
-7% -$18.9K 0.08% 48
2025
Q4 		$279K Buy
2,904
+60
+2% +$5.69K 0.09% 45
2025
Q3 		$266K Hold
2,844
– – 0.09% 44
2025
Q2 		$254K Sell
2,844
-30
-1% -$2.56K 0.09% 44
2025
Q1 		$235K Hold
2,874
– – 0.09% 48
2024
Q4 		$217K Buy
2,874
+309
+12% +$24.5K 0.08% 44
2024
Q3 		$215K Hold
2,565
– – 0.08% 48
2024
Q2 		$201K Hold
2,565
– – 0.08% 57
2024
Q1 		$205K Buy
+2,565
New +$196K 0.09% 60
2022
Q1 		– Sell
-2,565
Closed -$202K – 55
2021
Q4 		$202K Hold
2,565
– – 0.08% 54
2021
Q3 		$200K Hold
2,565
– – 0.08% 54
2021
Q2 		$202K Buy
+2,565
New +$204K 0.09% 54

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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

Financial Life Advisors's EFA Position: Q2 2026 in Review

Financial Life Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,715 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #50.

Financial Life Advisors first reported a position in EFA in Q2 2021 and has held it in 13 quarters since. 1,099 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Life Advisors held 2,715 shares of iShares MSCI EAFE ETF worth $282K as of Q2 2026.
  • Financial Life Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Financial Life Advisors's portfolio in Q2 2026, its #50 holding.
  • Financial Life Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 13 quarters since.
  • 1,099 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.