Laurel Wealth Advisors (North Carolina)’s iShares MSCI EAFE ETF EFA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$3.74M	Hold	35,967	–	–	0.36%	54
2026 Q1	$3.74M	Sell	35,967 -495	-1%	-$49.5K	0.37%	55
2025 Q4	$3.5M	Sell	36,462 -210	-0.6%	-$19.9K	0.46%	54
2025 Q3	$3.42M	Sell	36,672 -145	-0.4%	-$13.2K	0.48%	56
2025 Q2	$3.29M	Sell	36,817 -85	-0.2%	-$7.26K	0.49%	54
2025 Q1	$3.02M	Sell	36,902 -1,670	-4%	-$135K	0.47%	54
2024 Q4	$2.92M	Buy	38,572 +2,510	+7%	+$199K	0.46%	55
2024 Q3	$3.02M	Sell	36,062 -125	-0.3%	-$10.1K	0.48%	51
2024 Q2	$2.83M	Sell	36,187 -1,550	-4%	-$123K	0.49%	51
2024 Q1	$3.01M	Sell	37,737 -309	-0.8%	-$23.6K	0.51%	54
2023 Q4	$2.87M	Sell	38,046 -5,942	-14%	-$420K	0.54%	52
2023 Q3	$3.03M	Sell	43,988 -9,735	-18%	-$697K	0.64%	43
2023 Q2	$3.89M	Buy	53,723 +1,669	+3%	+$121K	0.78%	38
2023 Q1	$3.72M	Buy	52,054 +2,875	+6%	+$201K	0.79%	39
2022 Q4	$3.23M	Buy	49,179 +2,620	+6%	+$164K	0.73%	40
2022 Q3	$2.61M	Sell	46,559 -9,988	-18%	-$623K	0.65%	43
2022 Q2	$3.53M	Sell	56,547 -1,128	-2%	-$76.8K	0.85%	35
2022 Q1	$4.25M	Sell	57,675 -2,742	-5%	-$205K	0.89%	33
2021 Q4	$4.75M	Buy	60,417 +2,750	+5%	+$218K	0.97%	30
2021 Q3	$4.5M	Buy	57,667 +1,300	+2%	+$104K	0.99%	30
2021 Q2	$4.45M	Buy	56,367 +200	+0.4%	+$15.9K	0.96%	30
2021 Q1	$4.26M	Buy	56,167 +2,750	+5%	+$207K	1.03%	27
2020 Q4	$3.9M	Sell	53,417 -4,167	-7%	-$285K	1.01%	27
2020 Q3	$3.67M	Buy	57,584 +135	+0.2%	+$8.64K	1.09%	26
2020 Q2	$3.5M	Sell	57,449 -2,148	-4%	-$124K	1.15%	25
2020 Q1	$3.19M	Sell	59,597 -2,193	-4%	-$139K	1.2%	25
2019 Q4	$4.29M	Buy	61,790 +1,977	+3%	+$134K	1.35%	19
2019 Q3	$3.9M	Sell	59,813 -115	-0.2%	-$7.41K	1.33%	19
2019 Q2	$3.94M	Buy	59,928 +1,908	+3%	+$125K	1.39%	19
2019 Q1	$3.76M	Sell	58,020 -845	-1%	-$53.2K	1.38%	18
2018 Q4	$3.46M	Buy	+58,865	New	+$3.68M	1.39%	19

Other funds holding EFA

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

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EFA Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 35,967 shares worth $3.74M. The position accounts for 0.36% of the portfolio, ranked #54.

Laurel Wealth Advisors (North Carolina) first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q4 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 35,967 shares of iShares MSCI EAFE ETF worth $3.74M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.36% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #54 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares MSCI EAFE ETF position peaked at $4.75M in Q4 2021.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.