Financial Services Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Services Advisory’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	$5.15M	Buy	49,549 +4,792	+11%	+$493K	1.29%	20
2026 Q1	$4.35M	Buy	44,757 +4,817	+12%	+$482K	2.07%	14
2025 Q4	$3.84M	Buy	39,940 +12,401	+45%	+$1.18M	1.38%	18
2025 Q3	$2.57M	Buy	27,539 +10,592	+63%	+$963K	0.99%	20
2025 Q2	$1.51M	Sell	16,947 -809	-5%	-$69.1K	0.73%	23
2025 Q1	$1.45M	Sell	17,756 -499	-3%	-$40.2K	0.55%	25
2024 Q4	$1.38M	Buy	18,255 +1,672	+10%	+$132K	0.32%	37
2024 Q3	$1.39M	Buy	16,583 +453	+3%	+$36.4K	0.34%	37
2024 Q2	$1.26M	Buy	16,130 +663	+4%	+$52.5K	0.35%	33
2024 Q1	$1.24M	Buy	15,467 +4,113	+36%	+$315K	0.31%	39
2023 Q4	$856K	Sell	11,354 -3,160	-22%	-$223K	0.24%	44
2023 Q3	$1M	Sell	14,514 -45,542	-76%	-$3.26M	0.49%	27
2023 Q2	$4.35M	Buy	60,056 +10,973	+22%	+$797K	1.8%	13
2023 Q1	$3.51M	Sell	49,083 -7,774	-14%	-$544K	2.3%	11
2022 Q4	$3.73M	Buy	+56,857	New	+$3.56M	2.41%	10
2021 Q3	–	Sell	-15,620	Closed	-$1.23M	–	49
2021 Q2	$1.23M	Buy	+15,620	New	+$1.24M	0.53%	23

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Services Advisory's EFA Position: Q2 2026 in Review

Financial Services Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, buying an estimated $493K and bringing the position to 49,549 shares worth $5.15M. The position accounts for 1.29% of the portfolio, ranked #20.

Financial Services Advisory first reported a position in EFA in Q2 2021 and has held it in 16 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial Services Advisory held 49,549 shares of iShares MSCI EAFE ETF worth $5.15M as of Q2 2026.
Financial Services Advisory bought 4,792 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $493K.
iShares MSCI EAFE ETF made up 1.29% of Financial Services Advisory's portfolio in Q2 2026, its #20 holding.
Financial Services Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 16 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.