First Heartland Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

First Heartland Consultants’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	$3.12M	Sell	29,997 -3,447	-10%	-$355K	0.2%	110
2026 Q1	$3.25M	Sell	33,444 -47,070	-58%	-$4.71M	0.25%	90
2025 Q4	$7.73M	Sell	80,514 -26,396	-25%	-$2.5M	0.59%	45
2025 Q3	$9.98M	Buy	106,910 +68,892	+181%	+$6.26M	0.81%	32
2025 Q2	$3.4M	Buy	38,018 +9,224	+32%	+$788K	0.3%	77
2025 Q1	$2.35M	Sell	28,794 -3,572	-11%	-$288K	0.24%	90
2024 Q4	$2.44M	Sell	32,366 -12,788	-28%	-$1.01M	0.25%	88
2024 Q3	$3.78M	Sell	45,154 -68,502	-60%	-$5.51M	0.41%	53
2024 Q2	$8.9K	Buy	113,656 +15,048	+15%	+$1.19M	0.62%	33
2024 Q1	$7.88M	Buy	98,608 +77,783	+374%	+$5.95M	0.82%	34
2023 Q4	$1.57M	Sell	20,825 -14,511	-41%	-$1.03M	0.19%	112
2023 Q3	$2.44M	Sell	35,336 -23,644	-40%	-$1.69M	0.31%	80
2023 Q2	$4.28M	Buy	58,980 +12,583	+27%	+$914K	0.55%	47
2023 Q1	$3.32M	Buy	+46,397	New	+$3.25M	0.5%	55
2020 Q1	–	Sell	-4,611	Closed	-$320K	–	261
2019 Q4	$320K	Buy	+4,611	New	+$311K	0.06%	224
2019 Q1	–	Sell	-3,912	Closed	-$230K	–	276
2018 Q4	$230K	Sell	3,912 -7,906	-67%	-$494K	0.09%	205
2018 Q3	$803K	Sell	11,818 -1,761	-13%	-$119K	0.25%	90
2018 Q2	$909K	Sell	13,579 -18,111	-57%	-$1.27M	0.32%	80
2018 Q1	$2.21M	Sell	31,690 -67,786	-68%	-$4.83M	0.66%	47
2017 Q4	$6.99M	Sell	99,476 -3,375	-3%	-$235K	2.1%	4
2017 Q3	$7.04M	Buy	102,851 +3,700	+4%	+$247K	1.71%	8
2017 Q2	$6.46M	Buy	99,151 +85,017	+602%	+$5.5M	1.68%	8
2017 Q1	$880K	Buy	14,134 +182	+1%	+$11K	0.25%	113
2016 Q4	$805K	Sell	13,952 -595	-4%	-$34.3K	0.24%	112
2016 Q3	$860K	Buy	14,547 +1,951	+15%	+$113K	0.25%	111
2016 Q2	$703	Sell	12,596 -163	-1%	-$9.38K	0.08%	116
2016 Q1	$729K	Sell	12,759 -7,296	-36%	-$402K	0.28%	95
2015 Q4	$1.18M	Sell	20,055 -13,032	-39%	-$785K	0.45%	57
2015 Q3	$1.9M	Sell	33,087 -41,975	-56%	-$2.59M	0.79%	25
2015 Q2	$4.77K	Buy	75,062 +55,999	+294%	+$3.73M	1.3%	13
2015 Q1	$1.22M	Sell	19,063 -2,123	-10%	-$134K	0.47%	54
2014 Q4	$1.29M	Buy	21,186 +736	+4%	+$45.9K	0.53%	48
2014 Q3	$1.31M	Sell	20,450 -7,488	-27%	-$500K	0.58%	48
2014 Q2	$1.91M	Sell	27,938 -12,142	-30%	-$832K	0.86%	28
2014 Q1	$2.69M	Sell	40,080 -58,409	-59%	-$3.86M	1.33%	16
2013 Q4	$6.61M	Buy	98,489 +19,285	+24%	+$1.26M	3.72%	3
2013 Q3	$5.08M	Buy	79,204 +14,740	+23%	+$903K	3.07%	2
2013 Q2	$3.87M	Buy	+64,464	New	+$3.9M	2.24%	4

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

First Heartland Consultants's EFA Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares MSCI EAFE ETF (EFA) stake by 10% in Q2 2026, selling an estimated $355K and leaving 29,997 shares worth $3.12M. The position accounts for 0.2% of the portfolio, ranked #110.

First Heartland Consultants first reported a position in EFA in Q2 2013 and has held it in 38 quarters since. The position peaked at $9.98M in Q3 2025. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

First Heartland Consultants held 29,997 shares of iShares MSCI EAFE ETF worth $3.12M as of Q2 2026.
First Heartland Consultants sold 3,447 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $355K.
iShares MSCI EAFE ETF made up 0.2% of First Heartland Consultants's portfolio in Q2 2026, its #110 holding.
First Heartland Consultants first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 38 quarters since.
First Heartland Consultants's iShares MSCI EAFE ETF position peaked at $9.98M in Q3 2025.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.