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Mayflower Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Mayflower Financial 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 		$1.92M Sell
18,470
-95
-0.5% -$9.77K 0.17% 118
2026
Q1 		$1.8M Sell
18,565
-797
-4% -$79.7K 0.22% 106
2025
Q4 		$1.86M Buy
19,362
+799
+4% +$75.8K 0.22% 103
2025
Q3 		$1.73M Hold
18,563
– – 0.22% 108
2025
Q2 		$1.66M Sell
18,563
-5,214
-22% -$445K 0.23% 103
2025
Q1 		$1.94M Sell
23,777
-17
-0.1% -$1.37K 0.3% 82
2024
Q4 		$1.8M Buy
23,794
+1,044
+5% +$82.7K 0.27% 85
2024
Q3 		$1.9M Hold
22,750
– – 0.29% 81
2024
Q2 		$1.78M Sell
22,750
-563
-2% -$44.6K 0.29% 79
2024
Q1 		$1.86M Sell
23,313
-488
-2% -$37.3K 0.31% 80
2023
Q4 		$1.79M Buy
23,801
+63
+0.3% +$4.45K 0.25% 85
2023
Q3 		$1.64M Buy
23,738
+15
+0.1% +$1.07K 0.24% 86
2023
Q2 		$1.72M Buy
23,723
+12,017
+103% +$873K 0.22% 93
2023
Q1 		$837K Buy
11,706
+458
+4% +$32K 0.11% 147
2022
Q4 		$738K Buy
11,248
+1,344
+14% +$84.2K 0.1% 150
2022
Q3 		$555K Buy
9,904
+805
+9% +$50.2K 0.09% 170
2022
Q2 		$569K Buy
9,099
+176
+2% +$12K 0.09% 172
2022
Q1 		$657K Hold
8,923
– – 0.09% 164
2021
Q4 		$702K Hold
8,923
– – 0.09% 155
2021
Q3 		$715K Sell
8,923
-133
-1% -$10.6K 0.1% 146
2021
Q2 		$714K Buy
9,056
+239
+3% +$19K 0.1% 141
2021
Q1 		$669K Sell
8,817
-200
-2% -$15.1K 0.1% 137
2020
Q4 		$658K Buy
+9,017
New +$617K 0.11% 128

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

Mayflower Financial Advisors's EFA Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.51% in Q2 2026, selling an estimated $9.77K and leaving 18,470 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #118.

Mayflower Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q1 2025. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Mayflower Financial Advisors held 18,470 shares of iShares MSCI EAFE ETF worth $1.92M as of Q2 2026.
  • Mayflower Financial Advisors sold 95 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.77K.
  • iShares MSCI EAFE ETF made up 0.17% of Mayflower Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Mayflower Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.94M in Q1 2025.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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