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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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. 2,264 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.
2,264 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.