Financial Management Network’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Management Network’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 Q3	$1.22M	Sell	11,779 -67	-0.6%	-$7.1K	0.18%	81
2026 Q2	$1.22M	Buy	11,846 +67	+0.6%	+$6.89K	0.18%	81
2026 Q1	$1.2M	Buy	11,779 +1,186	+11%	+$119K	0.18%	74
2025 Q4	$1.03M	Buy	10,593 +1,610	+18%	+$153K	0.16%	81
2025 Q3	$856K	Buy	8,983 +5,106	+132%	+$464K	0.14%	95
2025 Q2	$347K	Buy	+3,877	New	+$331K	0.06%	133

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Management Network's EFA Position: Q3 2026 in Review

Financial Management Network reduced its iShares MSCI EAFE ETF (EFA) stake by 0.57% in Q3 2026, selling an estimated $7.1K and leaving 11,779 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #81.

Financial Management Network first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Financial Management Network held 11,779 shares of iShares MSCI EAFE ETF worth $1.22M as of Q3 2026.
Financial Management Network sold 67 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $7.1K.
iShares MSCI EAFE ETF made up 0.18% of Financial Management Network's portfolio in Q3 2026, its #81 holding.
Financial Management Network first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.