Kovack Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Kovack 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	$579K	Buy	5,605 +221	+4%	+$22.7K	0.03%	573
2026 Q1	$528K	Buy	5,384 +1,225	+29%	+$123K	0.03%	570
2025 Q4	$399K	Buy	4,159 +1,111	+36%	+$105K	0.02%	664
2025 Q3	$285K	Sell	3,048 -51,406	-94%	-$4.67M	0.03%	481
2025 Q2	$4.87M	Buy	54,454 +51,411	+1,689%	+$4.39M	0.48%	41
2025 Q1	$249K	Sell	3,043 -66	-2%	-$5.32K	0.03%	474
2024 Q4	$235K	Buy	3,109 +459	+17%	+$36.4K	0.02%	529
2024 Q3	$222K	Hold	2,650	–	–	0.02%	518
2024 Q2	$208K	Buy	2,650 +44	+2%	+$3.48K	0.02%	520
2024 Q1	$208K	Buy	+2,606	New	+$199K	0.03%	431
2023 Q3	–	Sell	-2,787	Closed	-$202K	–	564
2023 Q2	$202K	Buy	+2,787	New	+$202K	0.03%	518
2022 Q3	–	Sell	-3,481	Closed	-$217K	–	592
2022 Q2	$217K	Buy	+3,481	New	+$237K	0.03%	548
2020 Q3	–	Sell	-5,328	Closed	-$324K	–	541
2020 Q2	$324K	Sell	5,328 -34,874	-87%	-$2.02M	0.06%	305
2020 Q1	$2.15M	Buy	40,202 +18,436	+85%	+$1.17M	0.5%	47
2019 Q4	$1.51M	Buy	21,766 +2,050	+10%	+$138K	0.27%	93
2019 Q3	$1.29M	Buy	19,716 +10,825	+122%	+$698K	0.26%	91
2019 Q2	$584K	Buy	8,891 +5,419	+156%	+$355K	0.13%	184
2019 Q1	$225K	Sell	3,472 -1,266	-27%	-$79.8K	0.06%	355
2018 Q4	$278K	Buy	4,738 +1,072	+29%	+$67K	0.08%	273
2018 Q3	$249K	Buy	3,666 +579	+19%	+$39.1K	0.06%	335
2018 Q2	$207K	Sell	3,087 -1,477	-32%	-$104K	0.06%	363
2018 Q1	$318K	Sell	4,564 -1,733	-28%	-$124K	0.08%	301
2017 Q4	$443K	Buy	6,297 +24	+0.4%	+$1.67K	0.11%	214
2017 Q3	$430K	Sell	6,273 -4,439	-41%	-$297K	0.14%	172
2017 Q2	$698K	Buy	10,712 +6,087	+132%	+$394K	0.22%	109
2017 Q1	$288K	Buy	+4,625	New	+$280K	0.11%	197
2016 Q4	–	Sell	-4,571	Closed	-$270K	–	274
2016 Q3	$270K	Sell	4,571 -1,891	-29%	-$110K	0.13%	178
2016 Q2	$361K	Buy	6,462 +1,779	+38%	+$102K	0.19%	125
2016 Q1	$268K	Sell	4,683 -6,276	-57%	-$346K	0.17%	152
2015 Q4	$643K	Buy	10,959 +120	+1%	+$7.23K	0.42%	63
2015 Q3	$621K	Buy	+10,839	New	+$669K	0.43%	60

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Kovack Advisors's EFA Position: Q2 2026 in Review

Kovack Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4.1% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,605 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #573.

Kovack Advisors first reported a position in EFA in Q3 2015 and has held it in 31 quarters since. The position peaked at $4.87M in Q2 2025. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Kovack Advisors held 5,605 shares of iShares MSCI EAFE ETF worth $579K as of Q2 2026.
Kovack Advisors bought 221 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $22.7K.
iShares MSCI EAFE ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #573 holding.
Kovack Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 31 quarters since.
Kovack Advisors's iShares MSCI EAFE ETF position peaked at $4.87M in Q2 2025.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.