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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 471 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.
  • 471 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.