Investmark Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Investmark Advisory Group’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	$659K	Buy	6,347 +31	+0.5%	+$3.19K	0.25%	71
2026 Q1	$614K	Hold	6,316	–	–	0.26%	67
2025 Q4	$607K	Buy	6,316 +117	+2%	+$11.1K	0.26%	69
2025 Q3	$579K	Buy	6,199 +306	+5%	+$27.8K	0.25%	68
2025 Q2	$527K	Buy	5,893 +29	+0.5%	+$2.48K	0.25%	70
2025 Q1	$479K	Sell	5,864 -250	-4%	-$20.1K	0.24%	69
2024 Q4	$462K	Buy	6,114 +26	+0.4%	+$2.06K	0.23%	72
2024 Q3	$509K	Hold	6,088	–	–	0.25%	69
2024 Q2	$477K	Buy	6,088 +8	+0.1%	+$634	0.25%	68
2024 Q1	$486K	Buy	6,080 +219	+4%	+$16.8K	0.27%	70
2023 Q4	$442K	Sell	5,861 -80	-1%	-$5.65K	0.26%	72
2023 Q3	$409K	Buy	5,941 +144	+2%	+$10.3K	0.28%	67
2023 Q2	$420K	Buy	5,797 +27	+0.5%	+$1.96K	0.28%	64
2023 Q1	$413K	Sell	5,770 -107	-2%	-$7.48K	0.3%	56
2022 Q4	$386K	Sell	5,877 -125	-2%	-$7.83K	0.29%	67
2022 Q3	$336K	Buy	6,002 +93	+2%	+$5.8K	0.3%	60
2022 Q2	$369K	Buy	5,909 +32	+0.5%	+$2.18K	0.36%	46
2022 Q1	$432K	Sell	5,877 -155	-3%	-$11.6K	0.45%	43
2021 Q4	$474K	Buy	+6,032	New	+$478K	0.44%	38

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

Investmark Advisory Group's EFA Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.49% in Q2 2026, buying an estimated $3.19K and bringing the position to 6,347 shares worth $659K. The position accounts for 0.25% of the portfolio, ranked #71.

Investmark Advisory Group first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Investmark Advisory Group held 6,347 shares of iShares MSCI EAFE ETF worth $659K as of Q2 2026.
Investmark Advisory Group bought 31 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.19K.
iShares MSCI EAFE ETF made up 0.25% of Investmark Advisory Group's portfolio in Q2 2026, its #71 holding.
Investmark Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.