Mosaic Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Mosaic Financial Group’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	$611K	Buy	5,885 +26	+0.4%	+$2.67K	0.39%	60
2026 Q1	$569K	Hold	5,859	–	–	0.4%	55
2025 Q4	$563K	Buy	5,859 +30	+0.5%	+$2.85K	0.38%	56
2025 Q3	$544K	Hold	5,829	–	–	0.39%	59
2025 Q2	$521K	Buy	5,829 +840	+17%	+$71.7K	0.4%	58
2025 Q1	$408K	Buy	+4,989	New	+$402K	0.33%	67

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

Mosaic Financial Group's EFA Position: Q2 2026 in Review

Mosaic Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.44% in Q2 2026, buying an estimated $2.67K and bringing the position to 5,885 shares worth $611K. The position accounts for 0.39% of the portfolio, ranked #60.

Mosaic Financial Group first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Mosaic Financial Group held 5,885 shares of iShares MSCI EAFE ETF worth $611K as of Q2 2026.
Mosaic Financial Group bought 26 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.67K.
iShares MSCI EAFE ETF made up 0.39% of Mosaic Financial Group's portfolio in Q2 2026, its #60 holding.
Mosaic Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.