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	-$1.71K	–	235
2024 Q3	$1.71K	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

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

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 $372K in Q1 2021. 718 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 $372K in Q1 2021.
718 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.