Horizon Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Horizon Advisory Services’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	$649K	Sell	6,250 -120	-2%	-$12.3K	0.27%	12
2026 Q1	$619K	Buy	6,370 +323	+5%	+$32.3K	0.32%	11
2025 Q4	$581K	Sell	6,047 -56	-0.9%	-$5.31K	0.29%	9
2025 Q3	$570K	Sell	6,103 -125	-2%	-$11.4K	0.29%	10
2025 Q2	$557K	Sell	6,228 -192	-3%	-$16.4K	0.3%	10
2025 Q1	$525K	Sell	6,420 -12	-0.2%	-$967	0.3%	9
2024 Q4	$486K	Sell	6,432 -1,931	-23%	-$153K	0.28%	10
2024 Q3	$699K	Buy	8,363 +344	+4%	+$27.7K	0.32%	11
2024 Q2	$628K	Buy	8,019 +918	+13%	+$72.7K	0.3%	11
2024 Q1	$567K	Buy	+7,101	New	+$543K	0.26%	11

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Horizon Advisory Services's EFA Position: Q2 2026 in Review

Horizon Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, selling an estimated $12.3K and leaving 6,250 shares worth $649K. The position accounts for 0.27% of the portfolio, ranked #12.

Horizon Advisory Services first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. The position peaked at $699K in Q3 2024. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Horizon Advisory Services held 6,250 shares of iShares MSCI EAFE ETF worth $649K as of Q2 2026.
Horizon Advisory Services sold 120 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.3K.
iShares MSCI EAFE ETF made up 0.27% of Horizon Advisory Services's portfolio in Q2 2026, its #12 holding.
Horizon Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Horizon Advisory Services's iShares MSCI EAFE ETF position peaked at $699K in Q3 2024.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.