Great Waters Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Great Waters Wealth Management’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	$2.02M	Buy	19,476 +127	+0.7%	+$13.1K	0.19%	24
2026 Q1	$1.88M	Sell	19,349 -175	-0.9%	-$17.5K	0.2%	24
2025 Q4	$1.87M	Buy	19,524 +292	+2%	+$27.7K	0.21%	26
2025 Q3	$1.8M	Sell	19,232 -1,026	-5%	-$93.3K	0.21%	25
2025 Q2	$1.81M	Buy	20,258 +300	+2%	+$25.6K	0.24%	25
2025 Q1	$1.63M	Sell	19,958 -5,010	-20%	-$404K	0.23%	28
2024 Q4	$1.89M	Buy	24,968 +211	+0.9%	+$16.7K	0.24%	26
2024 Q3	$2.07M	Sell	24,757 -231	-0.9%	-$18.6K	0.28%	25
2024 Q2	$1.96M	Buy	24,988 +67	+0.3%	+$5.31K	0.3%	25
2024 Q1	$1.99M	Sell	24,921 -9,167	-27%	-$701K	0.33%	25
2023 Q4	$2.52M	Sell	34,088 -509	-1%	-$36K	0.45%	19
2023 Q3	$2.37M	Sell	34,597 -885	-2%	-$63.4K	0.47%	20
2023 Q2	$2.57M	Buy	35,482 +415	+1%	+$30.1K	0.51%	20
2023 Q1	$2.58M	Sell	35,067 -2,540	-7%	-$178K	0.55%	19
2022 Q4	$2.7M	Buy	+37,607	New	+$2.36M	0.58%	19

Other funds holding EFA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return