Gladwyn Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Gladwyn Financial Advisors’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	$1.02M	Buy	9,824 +318	+3%	+$32.7K	0.64%	27
2026 Q1	$923K	Sell	9,506 -2,767	-23%	-$277K	0.64%	27
2025 Q4	$1.18M	Sell	12,273 -2,787	-19%	-$264K	0.83%	27
2025 Q3	$1.41M	Buy	15,060 +363	+2%	+$33K	1.01%	25
2025 Q2	$1.31M	Buy	+14,697	New	+$1.25M	1.02%	25

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

Gladwyn Financial Advisors's EFA Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q2 2026, buying an estimated $32.7K and bringing the position to 9,824 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #27.

Gladwyn Financial Advisors first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Gladwyn Financial Advisors held 9,824 shares of iShares MSCI EAFE ETF worth $1.02M as of Q2 2026.
Gladwyn Financial Advisors bought 318 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $32.7K.
iShares MSCI EAFE ETF made up 0.64% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #27 holding.
Gladwyn Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Gladwyn Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.41M in Q3 2025.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.