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Grey Fox Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Grey Fox Wealth 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 		$6.11M Buy
58,803
+2,515
+4% +$259K 0.96% 18
2026
Q1 		$5.47M Buy
56,288
+2,210
+4% +$221K 1.06% 16
2025
Q4 		$5.19M Sell
54,078
-416
-0.8% -$39.5K 1.06% 19
2025
Q3 		$5.09M Sell
54,494
-10
-0% -$909 1.04% 20
2025
Q2 		$4.87M Buy
54,504
+3,560
+7% +$304K 1.16% 17
2025
Q1 		$4.16M Buy
50,944
+203
+0.4% +$16.4K 1.11% 18
2024
Q4 		$3.84M Buy
50,741
+4,357
+9% +$345K 1.05% 15
2024
Q3 		$3.88M Buy
46,384
+13,176
+40% +$1.06M 1.08% 16
2024
Q2 		$2.6M Buy
33,208
+149
+0.5% +$11.8K 0.91% 22
2024
Q1 		$2.64M Sell
33,059
-623
-2% -$47.7K 0.99% 19
2023
Q4 		$2.54M Sell
33,682
-1,836
-5% -$130K 1.1% 20
2023
Q3 		$2.45M Buy
35,518
+13,541
+62% +$970K 1.23% 18
2023
Q2 		$1.59M Buy
21,977
+961
+5% +$69.8K 0.82% 29
2023
Q1 		$1.5M Buy
21,016
+3,210
+18% +$225K 0.89% 27
2022
Q4 		$1.17M Buy
+17,806
New +$1.12M 0.77% 29

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

Grey Fox Wealth Advisors's EFA Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4.5% in Q2 2026, buying an estimated $259K and bringing the position to 58,803 shares worth $6.11M. The position accounts for 0.96% of the portfolio, ranked #18.

Grey Fox Wealth Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Grey Fox Wealth Advisors held 58,803 shares of iShares MSCI EAFE ETF worth $6.11M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 2,515 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $259K.
  • iShares MSCI EAFE ETF made up 0.96% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.