Franklin, Parlapiano, Turner & Welch’s iShares MSCI EAFE ETF EFA Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	$1.49M	Hold	14,369	–	–	0.34%	34
2026 Q1	$1.45M	Hold	14,369	–	–	0.35%	34
2025 Q4	$1.43M	Hold	14,369	–	–	0.36%	33
2025 Q3	$1.34M	Hold	14,369	–	–	0.34%	33
2025 Q2	$1.28M	Hold	14,369	–	–	0.34%	33
2025 Q1	$1.17M	Hold	14,369	–	–	0.32%	33
2024 Q4	$1.09M	Sell	14,369 -14	-0.1%	-$1.11K	0.29%	33
2024 Q3	$1.2M	Sell	14,383 -510	-3%	-$41K	0.31%	33
2024 Q2	$1.17M	Hold	14,893	–	–	0.32%	33
2024 Q1	$1.19M	Hold	14,893	–	–	0.33%	33
2023 Q4	$1.12M	Sell	14,893 -95	-0.6%	-$6.71K	0.32%	33
2023 Q3	$1.03M	Hold	14,988	–	–	0.32%	33
2023 Q2	$1.09M	Hold	14,988	–	–	0.32%	33
2023 Q1	$1.07M	Hold	14,988	–	–	0.34%	33
2022 Q4	$984K	Buy	14,988 +3,804	+34%	+$238K	0.32%	33
2022 Q3	$626K	Hold	11,184	–	–	0.22%	33
2022 Q2	$699K	Sell	11,184 -448	-4%	-$30.5K	0.24%	33
2022 Q1	$856K	Hold	11,632	–	–	0.25%	33
2021 Q4	$915K	Hold	11,632	–	–	0.26%	33
2021 Q3	$907K	Hold	11,632	–	–	0.28%	33
2021 Q2	$918K	Sell	11,632 -1,000	-8%	-$79.4K	0.28%	33
2021 Q1	$958K	Hold	12,632	–	–	0.32%	33
2020 Q4	$922K	Sell	12,632 -1,290	-9%	-$88.2K	0.33%	33
2020 Q3	$886K	Sell	13,922 -441	-3%	-$28.2K	0.36%	33
2020 Q2	$874K	Sell	14,363 -495	-3%	-$28.6K	0.36%	33
2020 Q1	$794K	Hold	14,858	–	–	0.36%	35
2019 Q4	$1.03M	Sell	14,858 -1,271	-8%	-$85.8K	0.39%	34
2019 Q3	$1.05M	Sell	16,129 -489	-3%	-$31.5K	0.41%	33
2019 Q2	$1.09M	Sell	16,618 -1,432	-8%	-$93.7K	0.43%	33
2019 Q1	$1.17M	Sell	18,050 -26	-0.1%	-$1.64K	0.46%	32
2018 Q4	$1.06M	Hold	18,076	–	–	0.47%	32
2018 Q3	$1.23M	Sell	18,076 -580	-3%	-$39.2K	0.49%	32
2018 Q2	$1.25M	Sell	18,656 -1,762	-9%	-$124K	0.51%	32
2018 Q1	$1.42M	Hold	20,418	–	–	0.61%	32
2017 Q4	$1.44M	Sell	20,418 -3,255	-14%	-$226K	0.59%	32
2017 Q3	$1.62M	Sell	23,673 -1,882	-7%	-$126K	0.7%	30
2017 Q2	$1.67M	Sell	25,555 -3,852	-13%	-$249K	0.76%	30
2017 Q1	$1.83M	Sell	29,407 -1,661	-5%	-$100K	0.85%	29
2016 Q4	$1.79M	Sell	31,068 -1,000	-3%	-$57.7K	0.89%	30
2016 Q3	$1.9M	Sell	32,068 -2,684	-8%	-$156K	0.96%	30
2016 Q2	$1.94M	Sell	34,752 -5,970	-15%	-$344K	1.03%	29
2016 Q1	$2.33M	Sell	40,722 -5,866	-13%	-$323K	1.28%	29
2015 Q4	$2.74M	Sell	46,588 -1,899	-4%	-$114K	1.62%	24
2015 Q3	$2.78M	Sell	48,487 -4,681	-9%	-$289K	1.83%	21
2015 Q2	$3.38M	Sell	53,168 -1,306	-2%	-$87K	2.23%	11
2015 Q1	$3.5M	Buy	54,474 +505	+0.9%	+$31.8K	2.35%	10
2014 Q4	$3.28M	Buy	53,969 +3,630	+7%	+$227K	2.2%	12
2014 Q3	$3.23M	Sell	50,339 -2,445	-5%	-$163K	2.31%	10
2014 Q2	$3.61M	Sell	52,784 -1,295	-2%	-$88.7K	2.58%	7
2014 Q1	$3.63M	Sell	54,079 -7,414	-12%	-$490K	2.63%	7
2013 Q4	$4.13M	Sell	61,493 -5,780	-9%	-$378K	2.85%	6
2013 Q3	$4.29M	Sell	67,273 -55	-0.1%	-$3.37K	3.15%	6
2013 Q2	$3.86M	Buy	+67,328	New	+$4.07M	3.29%	6

Other funds holding EFA

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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Franklin, Parlapiano, Turner & Welch's EFA Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 14,369 shares worth $1.49M. The position accounts for 0.34% of the portfolio, ranked #34.

Franklin, Parlapiano, Turner & Welch first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.29M in Q3 2013. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 14,369 shares of iShares MSCI EAFE ETF worth $1.49M as of Q2 2026.
Franklin, Parlapiano, Turner & Welch left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.34% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #34 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Franklin, Parlapiano, Turner & Welch's iShares MSCI EAFE ETF position peaked at $4.29M in Q3 2013.
713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.