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

McClarren 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 		$366K Buy
3,523
+54
+2% +$5.55K 0.19% 60
2026
Q1 		$337K Buy
3,469
+2,356
+212% +$236K 0.2% 60
2025
Q4 		$333K Sell
1,113
-1,766
-61% -$167K 0.2% 60
2025
Q3 		$318K Sell
2,879
-528
-15% -$48K 0.19% 63
2025
Q2 		$305K Buy
3,407
+589
+21% +$50.3K 0.2% 61
2025
Q1 		$273K Buy
+2,818
New +$227K 0.18% 61
2024
Q4 		– Sell
-2,832
Closed -$1.71M – 235
2024
Q3 		$1.71M Buy
2,832
+2,363
+504% +$190K 0.21% 33
2024
Q2 		$262K Sell
469
-2,824
-86% -$224K 0.18% 62
2024
Q1 		$263K Buy
3,293
+1
+0% +$76 0.19% 62
2023
Q4 		$248K Buy
3,292
+41
+1% +$2.9K 0.19% 61
2023
Q3 		$223K Sell
3,251
-1
-0% -$72 0.19% 61
2023
Q2 		$235K Buy
3,252
+61
+2% +$4.43K 0.19% 60
2023
Q1 		$225K Sell
3,191
-3
-0.1% -$210 0.2% 62
2022
Q4 		$209K Sell
3,194
-87
-3% -$5.45K 0.2% 63
2022
Q3 		$183K Buy
+3,281
New +$204K 0.18% 64
2022
Q2 		– Sell
-3,204
Closed -$235K – 93
2022
Q1 		$235K Buy
3,204
+3
+0.1% +$224 0.17% 55
2021
Q4 		$252K Buy
3,201
+58
+2% +$4.59K 0.17% 55
2021
Q3 		$245K Sell
3,143
-354
-10% -$28.3K 0.19% 45
2021
Q2 		$275K Sell
3,497
-1,402
-29% -$111K 0.22% 42
2021
Q1 		$372K Buy
4,899
+1
+0% +$75 0.33% 34
2020
Q4 		$357K Buy
+4,898
New +$335K 0.34% 33

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

McClarren Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $5.55K and bringing the position to 3,523 shares worth $366K. The position accounts for 0.19% of the portfolio, ranked #60.

McClarren Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.71M in Q3 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • McClarren Financial Advisors held 3,523 shares of iShares MSCI EAFE ETF worth $366K as of Q2 2026.
  • McClarren Financial Advisors bought 54 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.55K.
  • iShares MSCI EAFE ETF made up 0.19% of McClarren Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • McClarren Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.71M in Q3 2024.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.