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Interactive Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Interactive Financial 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 		$239K Sell
2,343
-1,260
-35% -$130K 0.15% 68
2026
Q1 		$350K Sell
3,603
-182
-5% -$18.2K 0.23% 59
2025
Q4 		$364K Sell
3,785
-264
-7% -$25K 0.23% 56
2025
Q3 		$378K Sell
4,049
-346
-8% -$31.5K 0.2% 60
2025
Q2 		$393K Buy
4,395
+5
+0.1% +$427 0.19% 66
2025
Q1 		$359K Sell
4,390
-53
-1% -$4.27K 0.19% 70
2024
Q4 		$336K Buy
4,443
+19
+0.4% +$1.5K 0.18% 72
2024
Q3 		$370K Buy
4,424
+39
+0.9% +$3.14K 0.19% 71
2024
Q2 		$344K Buy
4,385
+48
+1% +$3.8K 0.19% 72
2024
Q1 		$346K Sell
4,337
-29,534
-87% -$2.26M 0.19% 71
2023
Q4 		$800K Buy
33,871
+29,632
+699% +$2.09M 0.43% 35
2023
Q3 		$292K Buy
4,239
+29
+0.7% +$2.08K 0.2% 70
2023
Q2 		$305K Sell
4,210
-167
-4% -$12.1K 0.21% 70
2023
Q1 		$313K Sell
4,377
-180
-4% -$12.6K 0.2% 66
2022
Q4 		$299K Sell
4,557
-61
-1% -$3.82K 0.18% 74
2022
Q3 		$259K Buy
4,618
+52
+1% +$3.24K 0.15% 80
2022
Q2 		$290K Sell
4,566
-175
-4% -$11.9K 0.15% 70
2022
Q1 		$369K Buy
4,741
+175
+4% +$13.1K 0.17% 70
2021
Q4 		$359K Buy
4,566
+48
+1% +$3.8K 0.14% 65
2021
Q3 		$352K Buy
4,518
+38
+0.8% +$3.04K 0.15% 64
2021
Q2 		$353K Sell
4,480
-465
-9% -$36.9K 0.14% 70
2021
Q1 		$375K Sell
4,945
-102
-2% -$7.68K 0.16% 64
2020
Q4 		$368K Sell
5,047
-220
-4% -$15K 0.17% 60
2020
Q3 		$335K Buy
5,267
+290
+6% +$18.6K 0.17% 54
2020
Q2 		$303K Buy
4,977
+30
+0.6% +$1.74K 0.15% 54
2020
Q1 		$264K Sell
4,947
-66
-1% -$4.19K 0.23% 36
2019
Q4 		$348K Sell
5,013
-2,139
-30% -$144K 0.16% 62
2019
Q3 		$466K Sell
7,152
-28
-0.4% -$1.8K 0.21% 46
2019
Q2 		$472K Sell
7,180
-207
-3% -$13.5K 0.22% 50
2019
Q1 		$479K Buy
7,387
+268
+4% +$16.9K 0.23% 41
2018
Q4 		$418K Sell
7,119
-44
-0.6% -$2.75K 0.22% 39
2018
Q3 		$487K Sell
7,163
-11
-0.2% -$743 0.23% 46
2018
Q2 		$480K Sell
7,174
-278
-4% -$19.5K 0.23% 43
2018
Q1 		$519K Sell
7,452
-2,068
-22% -$147K 0.25% 41
2017
Q4 		$669K Sell
9,520
-367
-4% -$25.5K 0.29% 41
2017
Q3 		$677K Sell
9,887
-555
-5% -$37.1K 0.31% 40
2017
Q2 		$681K Sell
10,442
-314
-3% -$20.3K 0.32% 43
2017
Q1 		$670K Sell
10,756
-271
-2% -$16.4K 0.33% 40
2016
Q4 		$637K Sell
11,027
-318
-3% -$18.3K 0.32% 43
2016
Q3 		$671K Sell
11,345
-600
-5% -$34.8K 0.34% 41
2016
Q2 		$667K Sell
11,945
-836
-7% -$48.1K 0.35% 41
2016
Q1 		$731K Sell
12,781
-26
-0.2% -$1.43K 0.45% 37
2015
Q4 		$752K Sell
12,807
-1,294
-9% -$77.9K 0.44% 33
2015
Q3 		$808K Sell
14,101
-244
-2% -$15.1K 0.46% 33
2015
Q2 		$911K Sell
14,345
-2,402
-14% -$160K 0.49% 35
2015
Q1 		$1.07M Sell
16,747
-511
-3% -$32.2K 0.58% 33
2014
Q4 		$1.05M Buy
17,258
+259
+2% +$16.2K 0.58% 35
2014
Q3 		$1.09M Sell
16,999
-1,086
-6% -$72.4K 0.62% 33
2014
Q2 		$1.24M Sell
18,085
-813
-4% -$55.7K 0.7% 31
2014
Q1 		$1.27M Sell
18,898
-626
-3% -$41.4K 0.74% 25
2013
Q4 		$1.31M Sell
19,524
-1,511
-7% -$98.7K 0.77% 24
2013
Q3 		$1.34M Sell
21,035
-995
-5% -$61K 0.82% 22
2013
Q2 		$1.26M Buy
+22,030
New +$1.33M 0.93% 17

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Interactive Financial Advisors's EFA Position: Q2 2026 in Review

Interactive Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 35% in Q2 2026, selling an estimated $130K and leaving 2,343 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #68.

Interactive Financial Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.34M in Q3 2013. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Interactive Financial Advisors held 2,343 shares of iShares MSCI EAFE ETF worth $239K as of Q2 2026.
  • Interactive Financial Advisors sold 1,260 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI EAFE ETF made up 0.15% of Interactive Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Interactive Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Interactive Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.34M in Q3 2013.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.