Financial Partners Group (Tennessee)’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$1.28M	Sell	14,335 -19,344	-57%	-$1.65M	0.46%	49
2025 Q1	$2.75M	Buy	33,679 +16,217	+93%	+$1.31M	1.19%	23
2024 Q4	$1.32M	Buy	17,462 +449	+3%	+$35.6K	0.55%	46
2024 Q3	$1.42M	Buy	17,013 +6,039	+55%	+$486K	0.53%	48
2024 Q2	$860K	Sell	10,974 -179	-2%	-$14.2K	0.33%	62
2024 Q1	$891K	Buy	11,153 +722	+7%	+$55.2K	0.34%	63
2023 Q4	$786K	Buy	10,431 +413	+4%	+$29.2K	0.36%	57
2023 Q3	$690K	Sell	10,018 -871	-8%	-$62.4K	0.33%	57
2023 Q2	$789K	Buy	10,889 +5,479	+101%	+$398K	0.4%	54
2023 Q1	$387K	Buy	+5,410	New	+$378K	0.2%	61

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Partners Group (Tennessee)'s EFA Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its iShares MSCI EAFE ETF (EFA) stake by 57% in Q2 2025, selling an estimated $1.65M and leaving 14,335 shares worth $1.28M. The position accounts for 0.46% of the portfolio, ranked #49.

Financial Partners Group (Tennessee) first reported a position in EFA in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q1 2025. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Financial Partners Group (Tennessee) held 14,335 shares of iShares MSCI EAFE ETF worth $1.28M as of Q2 2025.
Financial Partners Group (Tennessee) sold 19,344 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $1.65M.
iShares MSCI EAFE ETF made up 0.46% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #49 holding.
Financial Partners Group (Tennessee) first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 10 quarters since.
Financial Partners Group (Tennessee)'s iShares MSCI EAFE ETF position peaked at $2.75M in Q1 2025.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.