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M.E. Allison & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

M.E. Allison & Co’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 		$374K Hold
3,602
– – 0.22% 122
2026
Q1 		$350K Hold
3,602
– – 0.23% 116
2025
Q4 		$346K Hold
3,602
– – 0.24% 109
2025
Q3 		$336K Buy
3,602
+175
+5% +$15.9K 0.23% 118
2025
Q2 		$306K Buy
3,427
+65
+2% +$5.55K 0.25% 113
2025
Q1 		$275K Buy
3,362
+25
+0.7% +$2.02K 0.27% 110
2024
Q4 		$252K Buy
+3,337
New +$264K 0.28% 112

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

M.E. Allison & Co's EFA Position: Q2 2026 in Review

M.E. Allison & Co held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,602 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #122.

M.E. Allison & Co first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • M.E. Allison & Co held 3,602 shares of iShares MSCI EAFE ETF worth $374K as of Q2 2026.
  • M.E. Allison & Co left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.22% of M.E. Allison & Co's portfolio in Q2 2026, its #122 holding.
  • M.E. Allison & Co first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.