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

Financial Solutions Advisory 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 		$922K Sell
8,877
-70
-0.8% -$7.2K 0.12% 74
2026
Q1 		$869K Buy
+8,947
New +$895K 0.12% 73

Other funds holding EFA

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Financial Solutions Advisory Group's EFA Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.78% in Q2 2026, selling an estimated $7.2K and leaving 8,877 shares worth $922K. The position accounts for 0.12% of the portfolio, ranked #74.

Financial Solutions Advisory Group first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Solutions Advisory Group held 8,877 shares of iShares MSCI EAFE ETF worth $922K as of Q2 2026.
  • Financial Solutions Advisory Group sold 70 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.2K.
  • iShares MSCI EAFE ETF made up 0.12% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Financial Solutions Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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