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Insight Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight Wealth Strategies’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 		$1.43M Buy
13,883
+125
+0.9% +$12.9K 0.14% 97
2026
Q1 		$1.34M Buy
13,758
+695
+5% +$69.5K 0.15% 101
2025
Q4 		$1.25M Buy
13,063
+1,525
+13% +$145K 0.14% 100
2025
Q3 		$1.08M Buy
11,538
+1,497
+15% +$136K 0.13% 103
2025
Q2 		$896K Buy
10,041
+2,884
+40% +$246K 0.11% 102
2025
Q1 		$585K Buy
7,157
+329
+5% +$26.5K 0.08% 117
2024
Q4 		$516K Buy
6,828
+668
+11% +$52.9K 0.07% 119
2024
Q3 		$515K Sell
6,160
-272
-4% -$21.9K 0.07% 127
2024
Q2 		$504K Buy
6,432
+349
+6% +$27.6K 0.07% 131
2024
Q1 		$486K Sell
6,083
-167
-3% -$12.8K 0.07% 134
2023
Q4 		$471K Buy
6,250
+443
+8% +$31.3K 0.08% 132
2023
Q3 		$400K Buy
5,807
+586
+11% +$42K 0.08% 123
2023
Q2 		$379K Buy
5,221
+941
+22% +$68.3K 0.07% 118
2023
Q1 		$306K Buy
4,280
+61
+1% +$4.27K 0.06% 123
2022
Q4 		$277K Buy
4,219
+41
+1% +$2.57K 0.05% 125
2022
Q3 		$261K Hold
4,178
– – 0.05% 130
2022
Q2 		$261K Buy
4,178
+83
+2% +$5.65K 0.05% 130
2022
Q1 		$301K Buy
4,095
+211
+5% +$15.8K 0.04% 137
2021
Q4 		$306K Sell
3,884
-9,504
-71% -$753K 0.04% 135
2021
Q3 		$1.04M Sell
13,388
-348
-3% -$27.8K 0.15% 94
2021
Q2 		$1.08M Sell
13,736
-849
-6% -$67.4K 0.15% 88
2021
Q1 		$1.11M Sell
14,585
-4,233
-22% -$319K 0.15% 96
2020
Q4 		$1.37M Buy
18,818
+10,551
+128% +$722K 0.23% 62
2020
Q3 		$526K Buy
8,267
+1,066
+15% +$68.2K 0.1% 97
2020
Q2 		$438K Buy
7,201
+191
+3% +$11K 0.1% 94
2020
Q1 		$375K Sell
7,010
-223
-3% -$14.2K 0.1% 98
2019
Q4 		$502K Buy
7,233
+1,288
+22% +$87K 0.11% 123
2019
Q3 		$388K Buy
5,945
+24
+0.4% +$1.55K 0.09% 136
2019
Q2 		$389K Buy
5,921
+1,118
+23% +$73.2K 0.1% 123
2019
Q1 		$312K Buy
4,803
+107
+2% +$6.74K 0.09% 121
2018
Q4 		$276K Buy
+4,696
New +$293K 0.08% 119

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Insight Wealth Strategies's EFA Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares MSCI EAFE ETF (EFA) stake by 0.91% in Q2 2026, buying an estimated $12.9K and bringing the position to 13,883 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #97.

Insight Wealth Strategies first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. 886 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Insight Wealth Strategies held 13,883 shares of iShares MSCI EAFE ETF worth $1.43M as of Q2 2026.
  • Insight Wealth Strategies bought 125 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.9K.
  • iShares MSCI EAFE ETF made up 0.14% of Insight Wealth Strategies's portfolio in Q2 2026, its #97 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.