Laurie J. Hall Trustee’s iShares MSCI EAFE ETF EFA Stock Holding History

Laurie J. Hall Trustee’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	$2.05M	Hold	19,779	–	–	0.64%	45
2026 Q1	$1.92M	Sell	19,779 -2,100	-10%	-$210K	0.68%	44
2025 Q4	$2.1M	Hold	21,879	–	–	0.7%	42
2025 Q3	$2.04M	Hold	21,879	–	–	0.67%	45
2025 Q2	$1.96M	Hold	21,879	–	–	0.65%	46
2025 Q1	$1.79M	Sell	21,879 -1,546	-7%	-$125K	0.64%	48
2024 Q4	$1.77M	Hold	23,425	–	–	0.58%	48
2024 Q3	$1.96M	Sell	23,425 -400	-2%	-$32.2K	0.62%	46
2024 Q2	$1.87M	Sell	23,825 -100	-0.4%	-$7.92K	0.65%	45
2024 Q1	$1.91M	Hold	23,925	–	–	0.67%	43
2023 Q4	$1.8M	Sell	23,925 -150	-0.6%	-$10.6K	0.69%	43
2023 Q3	$1.66M	Sell	24,075 -100	-0.4%	-$7.16K	0.71%	43
2023 Q2	$1.75M	Sell	24,175 -300	-1%	-$21.8K	0.7%	42
2023 Q1	$1.75M	Sell	24,475 -135	-0.5%	-$9.44K	0.75%	40
2022 Q4	$1.62M	Sell	24,610 -250	-1%	-$15.7K	0.73%	43
2022 Q3	$1.39M	Sell	24,860 -650	-3%	-$40.5K	0.69%	44
2022 Q2	$1.59M	Sell	25,510 -650	-2%	-$44.2K	0.75%	42
2022 Q1	$1.93M	Sell	26,160 -2,336	-8%	-$175K	0.74%	43
2021 Q4	$2.24M	Sell	28,496 -200	-0.7%	-$15.8K	0.79%	40
2021 Q3	$2.24M	Sell	28,696 -1,150	-4%	-$92K	0.86%	38
2021 Q2	$2.35M	Sell	29,846 -1,050	-3%	-$83.4K	0.89%	38
2021 Q1	$2.34M	Sell	30,896 -1,700	-5%	-$128K	0.9%	39
2020 Q4	$2.38M	Sell	32,596 -850	-3%	-$58.1K	0.96%	37
2020 Q3	$2.13M	Buy	+33,446	New	+$2.14M	0.95%	37
2019 Q4	$2.45M	Buy	35,335 +710	+2%	+$48K	1.13%	30
2019 Q3	$2.26M	Sell	34,625 -400	-1%	-$25.8K	1.15%	27
2019 Q2	$2.3M	Hold	35,025	–	–	1.2%	25
2019 Q1	$2.27M	Hold	35,025	–	–	1.2%	25
2018 Q4	$2.19M	Sell	35,025 -1,690	-5%	-$106K	1.21%	25
2018 Q3	$2.5M	Sell	36,715 -150	-0.4%	-$10.1K	1.32%	21
2018 Q2	$2.47M	Sell	36,865 -300	-0.8%	-$21K	1.42%	20
2018 Q1	$2.59M	Sell	37,165 -200	-0.5%	-$14.3K	1.58%	18
2017 Q4	$2.63M	Buy	37,365 +1,231	+3%	+$85.6K	1.5%	18
2017 Q3	$2.47M	Hold	36,134	–	–	1.54%	18
2017 Q2	$2.36M	Hold	36,134	–	–	1.51%	18
2017 Q1	$2.23M	Buy	36,134 +195	+0.5%	+$11.8K	1.42%	20
2016 Q4	$2.12M	Buy	+35,939	New	+$2.07M	1.35%	21
2016 Q2	$2M	Buy	35,689 +200	+0.6%	+$11.5K	1.3%	22
2016 Q1	$2.11M	Sell	35,489 -560	-2%	-$30.9K	1.33%	20
2015 Q4	$1.92M	Sell	36,049 -7,911	-18%	-$477K	1.39%	21
2015 Q3	$2.52M	Hold	43,960	–	–	2.01%	16
2015 Q2	$2.79M	Buy	43,960 +100	+0.2%	+$6.66K	2.03%	16
2015 Q1	$2.81M	Hold	43,860	–	–	2.05%	16
2014 Q4	$2.67M	Sell	43,860 -100	-0.2%	-$6.24K	1.9%	16
2014 Q3	$2.82M	Hold	43,960	–	–	2.12%	14
2014 Q2	$3.01M	Sell	43,960 -958	-2%	-$65.7K	2.26%	13
2014 Q1	$3.02M	Sell	44,918 -530	-1%	-$35K	2.33%	11
2013 Q4	$3.05M	Sell	45,448 -235	-0.5%	-$15.4K	2.35%	12
2013 Q3	$2.92M	Sell	45,683 -50	-0.1%	-$3.06K	2.46%	10
2013 Q2	$2.62M	Buy	+45,733	New	+$2.77M	2.32%	13

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M 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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Laurie J. Hall Trustee's EFA Position: Q2 2026 in Review

Laurie J. Hall Trustee held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 19,779 shares worth $2.05M. The position accounts for 0.64% of the portfolio, ranked #45.

Laurie J. Hall Trustee first reported a position in EFA in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.05M in Q4 2013. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Laurie J. Hall Trustee held 19,779 shares of iShares MSCI EAFE ETF worth $2.05M as of Q2 2026.
Laurie J. Hall Trustee left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.64% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #45 holding.
Laurie J. Hall Trustee first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 50 quarters since.
Laurie J. Hall Trustee's iShares MSCI EAFE ETF position peaked at $3.05M in Q4 2013.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.