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Founders Financial Alliance’s iShares MSCI EAFE ETF EFA Stock Holding History

Founders Financial Alliance’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 		$265K Buy
2,547
+9
+0.4% +$926 0.04% 372
2026
Q1 		$246K Buy
2,538
+580
+30% +$58K 0.04% 343
2025
Q4 		$188K Sell
1,958
-655
-25% -$62.1K 0.04% 354
2025
Q3 		$244K Buy
2,613
+597
+30% +$54.3K 0.05% 334
2025
Q2 		$180K Sell
2,016
-594
-23% -$50.7K 0.04% 329
2025
Q1 		$213K Buy
2,610
+527
+25% +$42.5K 0.05% 326
2024
Q4 		$158K Buy
2,083
+7
+0.3% +$554 0.04% 297
2024
Q3 		$174K Sell
2,076
-57
-3% -$4.59K 0.05% 296
2024
Q2 		$167K Sell
2,133
-17
-0.8% -$1.35K 0.05% 282
2024
Q1 		$172K Sell
2,150
-33
-2% -$2.52K 0.05% 277
2023
Q4 		$164K Sell
2,183
-12
-0.5% -$848 0.06% 257
2023
Q3 		$151K Sell
2,195
-7
-0.3% -$501 0.07% 242
2023
Q2 		$160K Buy
2,202
+1
+0% +$73 0.06% 264
2023
Q1 		$157K Sell
2,201
-9
-0.4% -$630 0.08% 222
2022
Q4 		$145K Sell
2,210
-81
-4% -$5.07K 0.07% 240
2022
Q3 		$128K Sell
2,291
-24
-1% -$1.5K 0.07% 241
2022
Q2 		$145K Buy
2,315
+37
+2% +$2.52K 0.07% 231
2022
Q1 		$168K Sell
2,278
-4
-0.2% -$299 0.07% 226
2021
Q4 		$180K Buy
2,282
+9
+0.4% +$713 0.07% 254
2021
Q3 		$178K Hold
2,273
– – 0.08% 230
2021
Q2 		$180K Buy
2,273
+7
+0.3% +$556 0.08% 244
2021
Q1 		$176K Sell
2,266
-63
-3% -$4.74K 0.09% 230
2020
Q4 		$171K Sell
2,329
-4
-0.2% -$274 0.1% 204
2020
Q3 		$149K Buy
+2,333
New +$149K 0.09% 197

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Founders Financial Alliance's EFA Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI EAFE ETF (EFA) stake by 0.35% in Q2 2026, buying an estimated $926 and bringing the position to 2,547 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #372.

Founders Financial Alliance first reported a position in EFA in Q3 2020 and has held it in 24 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Founders Financial Alliance held 2,547 shares of iShares MSCI EAFE ETF worth $265K as of Q2 2026.
  • Founders Financial Alliance bought 9 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $926.
  • iShares MSCI EAFE ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #372 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.