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

HCR 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	$577K	Sell	5,557 -2	-0%	-$206	0.05%	148
2026 Q1	$540K	Sell	5,559 -25	-0.4%	-$2.5K	0.06%	147
2025 Q4	$536K	Sell	5,584 -7	-0.1%	-$664	0.05%	145
2025 Q3	$527K	Buy	5,591 +12	+0.2%	+$1.09K	0.05%	138
2025 Q2	$499K	Buy	5,579 +523	+10%	+$44.7K	0.06%	138
2025 Q1	$413K	Sell	5,056 -6	-0.1%	-$484	0.05%	159
2024 Q4	$383K	Hold	5,062	–	–	0.05%	166
2024 Q3	$423K	Hold	5,062	–	–	0.06%	154
2024 Q2	$397K	Hold	5,062	–	–	0.06%	147
2024 Q1	$404K	Hold	5,062	–	–	0.06%	145
2023 Q4	$381K	Buy	+5,062	New	+$358K	0.06%	138
2020 Q2	–	Sell	-765	Closed	-$41K	–	249
2020 Q1	$41K	Hold	765	–	–	0.01%	178
2019 Q4	$53K	Buy	+765	New	+$51.7K	0.01%	180

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