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Larson Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Larson Financial 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 		$2.62M Sell
25,224
-1,958
-7% -$201K 0.07% 226
2026
Q1 		$2.64M Sell
27,182
-573
-2% -$57.3K 0.08% 194
2025
Q4 		$2.67M Buy
27,755
+269
+1% +$25.5K 0.09% 191
2025
Q3 		$2.57M Sell
27,486
-845
-3% -$76.8K 0.09% 193
2025
Q2 		$2.53M Sell
28,331
-4,401
-13% -$376K 0.1% 185
2025
Q1 		$2.68M Sell
32,732
-11,150
-25% -$899K 0.13% 150
2024
Q4 		$3.32M Sell
43,882
-2,071
-5% -$164K 0.17% 108
2024
Q3 		$3.84M Sell
45,953
-24,911
-35% -$2M 0.22% 93
2024
Q2 		$5.55M Sell
70,864
-7,943
-10% -$629K 0.38% 52
2024
Q1 		$6.29M Buy
78,807
+7,706
+11% +$589K 0.49% 42
2023
Q4 		$5.36M Sell
71,101
-2,461
-3% -$174K 0.47% 44
2023
Q3 		$5.07M Sell
73,562
-275
-0.4% -$19.7K 0.5% 45
2023
Q2 		$5.35M Buy
73,837
+34,929
+90% +$2.54M 0.53% 42
2023
Q1 		$2.78M Buy
38,908
+606
+2% +$42.4K 0.3% 61
2022
Q4 		$2.51M Sell
38,302
-7,709
-17% -$483K 0.3% 68
2022
Q3 		$2.58M Buy
46,011
+7,440
+19% +$464K 0.37% 49
2022
Q2 		$2.41M Buy
38,571
+183
+0.5% +$12.5K 0.42% 40
2022
Q1 		$2.83M Sell
38,388
-722
-2% -$54K 0.45% 39
2021
Q4 		$3.08M Buy
39,110
+505
+1% +$40K 0.49% 40
2021
Q3 		$3.01M Buy
38,605
+237
+0.6% +$19K 0.6% 33
2021
Q2 		$3.03M Sell
38,368
-74
-0.2% -$5.88K 0.7% 29
2021
Q1 		$2.92M Sell
38,442
-969
-2% -$73K 0.86% 25
2020
Q4 		$2.88M Sell
39,411
-3,740
-9% -$256K 0.98% 25
2020
Q3 		$2.75M Sell
43,151
-5,311
-11% -$340K 1.13% 24
2020
Q2 		$2.95M Buy
48,462
+28,017
+137% +$1.62M 1.4% 23
2020
Q1 		$1.09M Buy
20,445
+19,547
+2,177% +$1.24M 0.68% 34
2019
Q4 		$62K Buy
898
+223
+33% +$15.1K 0.04% 137
2019
Q3 		$44K Buy
675
+3
+0.4% +$193 0.03% 157
2019
Q2 		$44K Buy
672
+10
+2% +$654 0.03% 131
2019
Q1 		$43K Hold
662
– – 0.03% 124
2018
Q4 		$39K Buy
+662
New +$41.3K 0.04% 122

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

Larson Financial Group's EFA Position: Q2 2026 in Review

Larson Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 7.2% in Q2 2026, selling an estimated $201K and leaving 25,224 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #226.

Larson Financial Group first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.29M in Q1 2024. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Larson Financial Group held 25,224 shares of iShares MSCI EAFE ETF worth $2.62M as of Q2 2026.
  • Larson Financial Group sold 1,958 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $201K.
  • iShares MSCI EAFE ETF made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #226 holding.
  • Larson Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares MSCI EAFE ETF position peaked at $6.29M in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.