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

Magnus 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 		$571K Buy
5,501
+142
+3% +$14.6K 0.04% 227
2026
Q1 		$521K Sell
5,359
-1,396
-21% -$140K 0.04% 219
2025
Q4 		$649K Buy
6,755
+507
+8% +$48.1K 0.05% 222
2025
Q3 		$583K Sell
6,248
-242
-4% -$22K 0.05% 231
2025
Q2 		$580K Sell
6,490
-241
-4% -$20.6K 0.05% 213
2025
Q1 		$550K Sell
6,731
-177
-3% -$14.3K 0.05% 210
2024
Q4 		$522K Sell
6,908
-204
-3% -$16.2K 0.05% 211
2024
Q3 		$595K Sell
7,112
-31
-0.4% -$2.49K 0.06% 195
2024
Q2 		$560K Sell
7,143
-123
-2% -$9.74K 0.06% 185
2024
Q1 		$580K Sell
7,266
-316
-4% -$24.2K 0.07% 175
2023
Q4 		$571K Sell
7,582
-512
-6% -$36.2K 0.07% 163
2023
Q3 		$558K Sell
8,094
-83
-1% -$5.95K 0.08% 154
2023
Q2 		$593K Sell
8,177
-1,249
-13% -$90.7K 0.08% 152
2023
Q1 		$674K Buy
9,426
+3,992
+73% +$279K 0.1% 146
2022
Q4 		$357K Sell
5,434
-1,530
-22% -$95.8K 0.06% 189
2022
Q3 		$390K Buy
6,964
+2,219
+47% +$138K 0.07% 163
2022
Q2 		$297K Buy
4,745
+425
+10% +$28.9K 0.05% 209
2022
Q1 		$318K Buy
4,320
+1,470
+52% +$110K 0.05% 217
2021
Q4 		$224K Sell
2,850
-37
-1% -$2.93K 0.04% 227
2021
Q3 		$225K Buy
2,887
+99
+4% +$7.92K 0.05% 219
2021
Q2 		$220K Hold
2,788
– – 0.05% 222
2021
Q1 		$212K Sell
2,788
-925
-25% -$69.7K 0.05% 212
2020
Q4 		$271K Buy
3,713
+3
+0.1% +$205 0.03% 230
2020
Q3 		$236K Hold
3,710
– – 0.03% 233
2020
Q2 		$226K Sell
3,710
-10,587
-74% -$612K 0.03% 518
2020
Q1 		$764K Sell
14,297
-2,780
-16% -$176K 0.1% 97
2019
Q4 		$1.19M Buy
17,077
+2,283
+15% +$154K 0.17% 64
2019
Q3 		$965K Sell
14,794
-12,836
-46% -$827K 0.18% 63
2019
Q2 		$1.82M Buy
27,630
+130
+0.5% +$8.51K 0.35% 39
2019
Q1 		$1.78M Buy
27,500
+2,670
+11% +$168K 0.36% 32
2018
Q4 		$1.46M Buy
+24,830
New +$1.55M 0.39% 32

Other funds holding EFA

GF
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
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
AI
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

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

Magnus Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,501 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #227.

Magnus Financial Group first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q2 2019. 796 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Magnus Financial Group held 5,501 shares of iShares MSCI EAFE ETF worth $571K as of Q2 2026.
  • Magnus Financial Group bought 142 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.6K.
  • iShares MSCI EAFE ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #227 holding.
  • Magnus Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's iShares MSCI EAFE ETF position peaked at $1.82M in Q2 2019.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.