Global Financial Private Client’s iShares MSCI EAFE ETF EFA Stock Holding History

Global Financial Private Client’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	$553K	Hold	5,320	–	–	0.15%	156
2026 Q1	$517K	Hold	5,320	–	–	0.17%	148
2025 Q4	$511K	Hold	5,320	–	–	0.18%	143
2025 Q3	$497K	Hold	5,320	–	–	0.18%	145
2025 Q2	$476K	Hold	5,320	–	–	0.18%	140
2025 Q1	$435K	Hold	5,320	–	–	0.17%	138
2024 Q4	$402K	Hold	5,320	–	–	0.15%	150
2024 Q3	$445K	Hold	5,320	–	–	0.17%	140
2024 Q2	$417K	Hold	5,320	–	–	0.17%	136
2024 Q1	$423K	Hold	5,320	–	–	0.18%	134
2023 Q4	$401K	Hold	5,320	–	–	0.19%	131
2023 Q3	$361K	Hold	5,320	–	–	0.19%	125
2023 Q2	$385K	Sell	5,320 -12	-0.2%	-$871	0.19%	121
2023 Q1	$384K	Sell	5,332 -80	-1%	-$5.6K	0.2%	112
2022 Q4	$355K	Sell	5,412 -14,063	-72%	-$881K	0.2%	104
2022 Q3	$1.11M	Buy	19,475 +3,154	+19%	+$197K	0.64%	37
2022 Q2	$1.02M	Buy	16,321 +15,476	+1,831%	+$1.05M	0.58%	41
2022 Q1	$62.8K	Hold	845	–	–	0.03%	247
2021 Q4	$66.5K	Sell	845 -50	-6%	-$3.96K	0.03%	246
2021 Q3	$70K	Hold	895	–	–	0.04%	221
2021 Q2	$70.8K	Buy	895 +25	+3%	+$1.99K	0.04%	209
2021 Q1	$66.9K	Hold	870	–	–	0.05%	185
2020 Q4	$63.5K	Hold	870	–	–	0.05%	172
2020 Q3	$55.7K	Hold	870	–	–	0.05%	175
2020 Q2	$53.2K	Sell	870 -286	-25%	-$16.5K	0.05%	199
2020 Q1	$59.1K	Sell	1,156 -509	-31%	-$32.3K	0.06%	191
2019 Q4	$116K	Buy	+1,665	New	+$112K	0.1%	150

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Global Financial Private Client's EFA Position: Q2 2026 in Review

Global Financial Private Client held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,320 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #156.

Global Financial Private Client first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q3 2022. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Global Financial Private Client held 5,320 shares of iShares MSCI EAFE ETF worth $553K as of Q2 2026.
Global Financial Private Client left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.15% of Global Financial Private Client's portfolio in Q2 2026, its #156 holding.
Global Financial Private Client first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's iShares MSCI EAFE ETF position peaked at $1.11M in Q3 2022.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.