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
2020
Q2 		– Sell
-3,200
Closed -$22K – 704
2020
Q1 		$22K Buy
+3,200
New +$203K ﹤0.01% 559

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. 806 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.
  • 806 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.