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GoalVest Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

GoalVest Advisory’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 		$186K Buy
+1,792
New +$184K 0.03% 125
2026
Q1 		– Sell
-388
Closed -$37.3K – 476
2025
Q4 		$37.3K Buy
388
+200
+106% +$19K 0.01% 265
2025
Q3 		$17.6K Hold
188
– – ﹤0.01% 305
2025
Q2 		$16.8K Hold
188
– – ﹤0.01% 284
2025
Q1 		$15.4K Sell
188
-334
-64% -$26.9K ﹤0.01% 250
2024
Q4 		$39.5K Hold
522
– – 0.01% 201
2024
Q3 		$43.7K Hold
522
– – 0.01% 200
2024
Q2 		$40.9K Sell
522
-1,882
-78% -$149K 0.01% 187
2024
Q1 		$192K Sell
2,404
-4,398
-65% -$336K 0.06% 106
2023
Q4 		$513K Sell
6,802
-11,950
-64% -$845K 0.23% 52
2023
Q3 		$1.29M Buy
18,752
+5,891
+46% +$422K 0.65% 17
2023
Q2 		$932K Buy
12,861
+12,340
+2,369% +$896K 0.48% 35
2023
Q1 		$37.3K Sell
521
-70
-12% -$4.9K 0.02% 125
2022
Q4 		$38.8K Sell
591
-100
-14% -$6.26K 0.03% 119
2022
Q3 		$39K Sell
691
-1,285
-65% -$80.1K 0.03% 124
2022
Q2 		$121K Hold
1,976
– – 0.08% 121
2022
Q1 		$145K Buy
+1,976
New +$148K 0.08% 118
2021
Q2 		$162K Sell
2,056
-558
-21% -$44.3K 0.1% 120
2021
Q1 		$198K Sell
2,614
-982
-27% -$73.9K 0.15% 104
2020
Q4 		$262K Buy
+3,596
New +$246K 0.22% 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

GoalVest Advisory's EFA Position: Q2 2026 in Review

GoalVest Advisory opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,792 shares worth $186K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EFA as recently as Q4 2025.

GoalVest Advisory first reported a position in EFA in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.29M in Q3 2023. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • GoalVest Advisory held 1,792 shares of iShares MSCI EAFE ETF worth $186K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new GoalVest Advisory position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #125 holding.
  • GoalVest Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • GoalVest Advisory's iShares MSCI EAFE ETF position peaked at $1.29M in Q3 2023.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.