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

Leverty 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 		$4.88M Sell
46,970
-437
-0.9% -$44.9K 0.95% 14
2026
Q1 		$4.6M Sell
47,407
-322
-0.7% -$32.2K 1.02% 12
2025
Q4 		$4.58M Sell
47,729
-109
-0.2% -$10.3K 1.1% 11
2025
Q3 		$4.47M Buy
47,838
+865
+2% +$78.6K 1.16% 11
2025
Q2 		$4.2M Buy
46,973
+8
+0% +$683 1.25% 12
2025
Q1 		$3.84M Buy
46,965
+2,571
+6% +$207K 1.57% 10
2024
Q4 		$3.36M Sell
44,394
-2,289
-5% -$181K 1.71% 8
2024
Q3 		$3.9M Sell
46,683
-56
-0.1% -$4.51K 2.13% 7
2024
Q2 		$3.66M Sell
46,739
-653
-1% -$51.7K 2.17% 8
2024
Q1 		$3.78M Sell
47,392
-1,096
-2% -$83.8K 2.26% 8
2023
Q4 		$3.65M Sell
48,488
-2,298
-5% -$162K 2.32% 8
2023
Q3 		$3.5M Sell
50,786
-361
-0.7% -$25.9K 2.54% 8
2023
Q2 		$3.71M Sell
51,147
-355
-0.7% -$25.8K 2.7% 7
2023
Q1 		$3.68M Sell
51,502
-1,650
-3% -$115K 2.89% 7
2022
Q4 		$3.49M Sell
53,152
-12,822
-19% -$803K 2.98% 7
2022
Q3 		$3.69M Sell
65,974
-267
-0.4% -$16.6K 3.57% 5
2022
Q2 		$4.14M Sell
66,241
-1,266
-2% -$86.2K 3.86% 4
2022
Q1 		$4.97M Sell
67,507
-777
-1% -$58.1K 3.92% 3
2021
Q4 		$5.37M Buy
+68,284
New +$5.41M 4.14% 4

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

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

Leverty Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.92% in Q2 2026, selling an estimated $44.9K and leaving 46,970 shares worth $4.88M. The position accounts for 0.95% of the portfolio, ranked #14.

Leverty Financial Group first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.37M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Leverty Financial Group held 46,970 shares of iShares MSCI EAFE ETF worth $4.88M as of Q2 2026.
  • Leverty Financial Group sold 437 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $44.9K.
  • iShares MSCI EAFE ETF made up 0.95% of Leverty Financial Group's portfolio in Q2 2026, its #14 holding.
  • Leverty Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's iShares MSCI EAFE ETF position peaked at $5.37M in Q4 2021.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.