Motive Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Motive Wealth 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	$337K	Hold	3,247	–	–	0.14%	69
2026 Q1	$315K	Sell	3,247 -96	-3%	-$9.61K	0.15%	61
2025 Q4	$321K	Hold	3,343	–	–	0.14%	66
2025 Q3	$312K	Hold	3,343	–	–	0.13%	60
2025 Q2	$299K	Hold	3,343	–	–	0.14%	59
2025 Q1	$273K	Hold	3,343	–	–	0.15%	55
2024 Q4	$253K	Hold	3,343	–	–	0.14%	62
2024 Q3	$262K	Hold	3,343	–	–	0.16%	60
2024 Q2	$262K	Hold	3,343	–	–	0.16%	60
2024 Q1	$267K	Buy	+3,343	New	+$256K	0.16%	62

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M 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

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

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

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Motive Wealth Advisors's EFA Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,247 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #69.

Motive Wealth Advisors first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 615 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Motive Wealth Advisors held 3,247 shares of iShares MSCI EAFE ETF worth $337K as of Q2 2026.
Motive Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.14% of Motive Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Motive Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.