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Formidable Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Formidable Asset Management’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 		$565K Sell
5,814
-36
-0.6% -$3.7K 0.09% 210
2026
Q1 		$562K Sell
5,850
-2,277
-28% -$228K 0.09% 212
2025
Q4 		$759K Sell
8,127
-1
-0% -$95 0.11% 182
2025
Q3 		$727K Sell
8,128
-161
-2% -$14.6K 0.11% 180
2025
Q2 		$677K Hold
8,289
– – 0.11% 178
2025
Q1 		$677K Hold
8,289
– – 0.11% 184
2024
Q4 		$627K Hold
8,289
– – 0.1% 199
2024
Q3 		$693K Sell
8,289
-423
-5% -$34K 0.11% 175
2024
Q2 		$682K Sell
8,712
-255
-3% -$20.2K 0.11% 184
2024
Q1 		$716K Sell
8,967
-668
-7% -$51.1K 0.12% 182
2023
Q4 		$726K Hold
9,635
– – 0.15% 130
2023
Q3 		$664K Hold
9,635
– – 0.15% 144
2023
Q2 		$699K Hold
9,635
– – 0.15% 135
2023
Q1 		$694K Sell
9,635
-77
-0.8% -$5.39K 0.15% 136
2022
Q4 		$637K Hold
9,712
– – 0.14% 136
2022
Q3 		$576K Buy
9,712
+66
+0.7% +$4.11K 0.13% 136
2022
Q2 		$603K Hold
9,646
– – 0.14% 139
2022
Q1 		$710K Sell
9,646
-45
-0.5% -$3.37K 0.14% 133
2021
Q4 		$770K Hold
9,691
– – 0.15% 132
2021
Q3 		$756K Sell
9,691
-8,327
-46% -$666K 0.14% 142
2021
Q2 		$1.41M Buy
18,018
+7,326
+69% +$582K 0.3% 63
2021
Q1 		$821K Sell
10,692
-597
-5% -$45K 0.18% 117
2020
Q4 		$827K Sell
11,289
-449
-4% -$30.7K 0.19% 105
2020
Q3 		$750K Buy
11,738
+149
+1% +$9.53K 0.22% 94
2020
Q2 		$735K Buy
+11,589
New +$670K 0.22% 92
2020
Q1 		– Sell
-12,191
Closed -$851K – 234
2019
Q4 		$851K Buy
+12,191
New +$823K 0.27% 84
2019
Q3 		– Sell
-12,875
Closed -$830K – 152
2019
Q2 		$830K Buy
+12,875
New +$843K 0.29% 82
2019
Q1 		– Sell
-13,791
Closed -$811K – 203
2018
Q4 		$811K Buy
13,791
+575
+4% +$35.9K 0.43% 56
2018
Q3 		$893K Sell
13,216
-830
-6% -$56K 0.35% 62
2018
Q2 		$940K Sell
14,046
-67
-0.5% -$4.7K 0.4% 55
2018
Q1 		$984K Buy
14,113
+560
+4% +$39.9K 0.49% 42
2017
Q4 		$953K Buy
13,553
+289
+2% +$20.1K 0.44% 49
2017
Q3 		$908K Buy
13,264
+1,479
+13% +$98.9K 0.38% 60
2017
Q2 		$868K Sell
11,785
-1,213
-9% -$78.5K 0.43% 51
2017
Q1 		$846K Buy
12,998
+707
+6% +$42.7K 0.37% 59
2016
Q4 		$710K Buy
12,291
+665
+6% +$38.3K 0.36% 69
2016
Q3 		$687K Buy
11,626
+1,172
+11% +$67.9K 0.34% 74
2016
Q2 		$598K Hold
10,454
– – 0.33% 85
2016
Q1 		$619K Sell
10,454
-425
-4% -$23.4K 0.44% 54
2015
Q4 		$617K Buy
10,879
+995
+10% +$59.9K 0.43% 52
2015
Q3 		$566K Buy
9,884
+5,075
+106% +$313K 0.38% 63
2015
Q2 		$305K Hold
4,809
– – 0.19% 109
2015
Q1 		$322K Buy
4,809
+85
+2% +$5.35K 0.21% 100
2014
Q4 		$287K Sell
4,724
-85
-2% -$5.31K 0.2% 101
2014
Q3 		$305K Hold
4,809
– – 0.2% 98
2014
Q2 		$329K Sell
4,809
-200
-4% -$13.7K 0.2% 106
2014
Q1 		$339K Buy
5,009
+200
+4% +$13.2K 0.24% 87
2013
Q4 		$313K Hold
4,809
– – 0.21% 102
2013
Q3 		$308K Buy
+4,809
New +$295K 0.27% 86

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Formidable Asset Management's EFA Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.62% in Q2 2026, selling an estimated $3.7K and leaving 5,814 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #210.

Formidable Asset Management first reported a position in EFA in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.41M in Q2 2021. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Formidable Asset Management held 5,814 shares of iShares MSCI EAFE ETF worth $565K as of Q2 2026.
  • Formidable Asset Management sold 36 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.7K.
  • iShares MSCI EAFE ETF made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #210 holding.
  • Formidable Asset Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 49 quarters since.
  • Formidable Asset Management's iShares MSCI EAFE ETF position peaked at $1.41M in Q2 2021.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.