Marathon Strategic Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Marathon Strategic Advisors’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	$219K	Sell	2,112 -108	-5%	-$11.1K	0.12%	49
2026 Q1	$216K	Sell	2,220 -43	-2%	-$4.3K	0.16%	50
2025 Q4	$217K	Sell	2,263 -90	-4%	-$8.54K	0.17%	47
2025 Q3	$220K	Sell	2,353 -230	-9%	-$20.9K	0.18%	48
2025 Q2	$231K	Hold	2,583	–	–	0.21%	39
2025 Q1	$211K	Buy	+2,583	New	+$208K	0.23%	36
2024 Q4	–	Sell	-2,635	Closed	-$220K	–	38
2024 Q3	$220K	Sell	2,635 -135	-5%	-$10.9K	0.23%	35
2024 Q2	$217K	Buy	+2,770	New	+$219K	0.25%	41
2024 Q1	–	Sell	-2,876	Closed	-$217K	–	26
2023 Q4	$217K	Buy	+2,876	New	+$203K	0.29%	29

Other funds holding EFA

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 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

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

Marathon Strategic Advisors's EFA Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 4.9% in Q2 2026, selling an estimated $11.1K and leaving 2,112 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #49.

Marathon Strategic Advisors first reported a position in EFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $231K in Q2 2025. 784 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Marathon Strategic Advisors held 2,112 shares of iShares MSCI EAFE ETF worth $219K as of Q2 2026.
Marathon Strategic Advisors sold 108 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.1K.
iShares MSCI EAFE ETF made up 0.12% of Marathon Strategic Advisors's portfolio in Q2 2026, its #49 holding.
Marathon Strategic Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
Marathon Strategic Advisors's iShares MSCI EAFE ETF position peaked at $231K in Q2 2025.
784 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.