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Moisand Fitzgerald Tamayo’s iShares MSCI EAFE ETF EFA Stock Holding History

Moisand Fitzgerald Tamayo’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 		$831K Sell
7,999
-25
-0.3% -$2.57K 0.08% 63
2026
Q1 		$779K Sell
8,024
-179
-2% -$17.9K 0.08% 63
2025
Q4 		$788K Hold
8,203
– – 0.09% 63
2025
Q3 		$766K Hold
8,203
– – 0.09% 65
2025
Q2 		$733K Hold
8,203
– – 0.09% 63
2025
Q1 		$670K Hold
8,203
– – 0.09% 61
2024
Q4 		$620K Hold
8,203
– – 0.09% 64
2024
Q3 		$686K Hold
8,203
– – 0.09% 62
2024
Q2 		$643K Hold
8,203
– – 0.1% 62
2024
Q1 		$655K Sell
8,203
-28
-0.3% -$2.14K 0.1% 62
2023
Q4 		$620K Hold
8,231
– – 0.11% 63
2023
Q3 		$567K Sell
8,231
-12
-0.1% -$860 0.12% 62
2023
Q2 		$598K Hold
8,243
– – 0.12% 62
2023
Q1 		$590K Hold
8,243
– – 0.13% 63
2022
Q4 		$541K Sell
8,243
-1,223
-13% -$76.6K 0.12% 66
2022
Q3 		$530K Sell
9,466
-320
-3% -$19.9K 0.15% 65
2022
Q2 		$612K Buy
9,786
+2,595
+36% +$177K 0.16% 63
2022
Q1 		$529K Sell
7,191
-2,595
-27% -$194K 0.24% 52
2021
Q4 		$770K Buy
9,786
+500
+5% +$39.6K 0.22% 56
2021
Q3 		$724K Sell
9,286
-26
-0.3% -$2.08K 0.24% 57
2021
Q2 		$735K Sell
9,312
-27
-0.3% -$2.15K 0.27% 53
2021
Q1 		$709K Sell
9,339
-38
-0.4% -$2.86K 0.31% 49
2020
Q4 		$684K Sell
9,377
-346
-4% -$23.7K 0.31% 49
2020
Q3 		$619K Hold
9,723
– – 0.32% 47
2020
Q2 		$592K Hold
9,723
– – 0.33% 50
2020
Q1 		$520K Sell
9,723
-201
-2% -$12.8K 0.34% 47
2019
Q4 		$689K Sell
9,924
-13
-0.1% -$878 0.36% 43
2019
Q3 		$648K Hold
9,937
– – 0.35% 44
2019
Q2 		$653K Sell
9,937
-28
-0.3% -$1.83K 0.36% 43
2019
Q1 		$646K Hold
9,965
– – 0.36% 44
2018
Q4 		$586K Hold
9,965
– – 0.37% 44
2018
Q3 		$678K Sell
9,965
-173
-2% -$11.7K 0.38% 42
2018
Q2 		$679K Hold
10,138
– – 0.39% 40
2018
Q1 		$706K Hold
10,138
– – 0.42% 39
2017
Q4 		$713K Hold
10,138
– – 0.41% 31
2017
Q3 		$694K Sell
10,138
-229
-2% -$15.3K 0.42% 31
2017
Q2 		$676K Sell
10,367
-846
-8% -$54.7K 0.46% 32
2017
Q1 		$698K Sell
11,213
-302
-3% -$18.3K 0.49% 31
2016
Q4 		$665K Hold
11,515
– – 0.49% 32
2016
Q3 		$681K Sell
11,515
-1,352
-11% -$78.4K 0.52% 33
2016
Q2 		$718K Sell
12,867
-913
-7% -$52.5K 0.59% 31
2016
Q1 		$788K Sell
13,780
-764
-5% -$42.1K 0.64% 29
2015
Q4 		$854K Buy
+14,544
New +$876K 0.73% 31

Other funds holding EFA

GF
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
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
AI
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
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EFA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares MSCI EAFE ETF (EFA) stake by 0.31% in Q2 2026, selling an estimated $2.57K and leaving 7,999 shares worth $831K. The position accounts for 0.08% of the portfolio, ranked #63.

Moisand Fitzgerald Tamayo first reported a position in EFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $854K in Q4 2015. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 7,999 shares of iShares MSCI EAFE ETF worth $831K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
  • iShares MSCI EAFE ETF made up 0.08% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #63 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's iShares MSCI EAFE ETF position peaked at $854K in Q4 2015.
  • 639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.