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

Nations 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 		$685K Buy
6,594
+318
+5% +$32.7K 0.03% 474
2026
Q1 		$610K Buy
6,276
+781
+14% +$78.1K 0.03% 498
2025
Q4 		$528K Sell
5,495
-494
-8% -$46.9K 0.03% 509
2025
Q3 		$559K Buy
5,989
+27
+0.5% +$2.45K 0.03% 462
2025
Q2 		$533K Sell
5,962
-22
-0.4% -$1.88K 0.04% 438
2025
Q1 		$489K Sell
5,984
-101
-2% -$8.14K 0.04% 430
2024
Q4 		$460K Sell
6,085
-160
-3% -$12.7K 0.03% 453
2024
Q3 		$522K Buy
6,245
+1,190
+24% +$95.7K 0.04% 423
2024
Q2 		$396K Sell
5,055
-1,210
-19% -$95.8K 0.03% 472
2024
Q1 		$500K Hold
6,265
– – 0.04% 415
2023
Q4 		$472K Sell
6,265
-20,133
-76% -$1.42M 0.04% 402
2023
Q3 		$1.82M Sell
26,398
-436
-2% -$31.2K 0.18% 135
2023
Q2 		$1.95M Sell
26,834
-983
-4% -$71.4K 0.19% 131
2023
Q1 		$1.99M Sell
27,817
-327
-1% -$22.9K 0.21% 129
2022
Q4 		$1.85M Sell
28,144
-1,030
-4% -$64.5K 0.21% 124
2022
Q3 		$1.63M Sell
29,174
-471
-2% -$29.4K 0.24% 104
2022
Q2 		$1.85M Sell
29,645
-126
-0.4% -$8.58K 0.25% 108
2022
Q1 		$2.19M Buy
29,771
+5,265
+21% +$394K 0.26% 94
2021
Q4 		$1.93M Buy
24,506
+624
+3% +$49.4K 0.25% 93
2021
Q3 		$1.86M Buy
23,882
+17,136
+254% +$1.37M 0.28% 78
2021
Q2 		$532K Buy
6,746
+700
+12% +$55.6K 0.09% 244
2021
Q1 		$459K Sell
6,046
-41
-0.7% -$3.09K 0.1% 229
2020
Q4 		$444K Buy
6,087
+40
+0.7% +$2.74K 0.12% 212
2020
Q3 		$385K Sell
6,047
-100
-2% -$6.4K 0.12% 202
2020
Q2 		$374K Sell
6,147
-26
-0.4% -$1.5K 0.13% 190
2020
Q1 		$330K Sell
6,173
-5,291
-46% -$336K 0.14% 179
2019
Q4 		$796K Buy
11,464
+424
+4% +$28.6K 0.27% 114
2019
Q3 		$744K Sell
11,040
-965
-8% -$62.2K 0.27% 117
2019
Q2 		$789K Buy
12,005
+149
+1% +$9.75K 0.52% 51
2019
Q1 		$769K Sell
11,856
-617
-5% -$38.9K 0.53% 54
2018
Q4 		$733K Sell
12,473
-150
-1% -$9.37K 0.59% 43
2018
Q3 		$858K Buy
12,623
+1,143
+10% +$77.2K 0.61% 39
2018
Q2 		$769K Sell
11,480
-3
-0% -$210 0.64% 38
2018
Q1 		$800K Sell
11,483
-306
-3% -$21.8K 0.73% 31
2017
Q4 		$829K Buy
11,789
+393
+3% +$27.3K 0.76% 29
2017
Q3 		$780K Sell
11,396
-1,260
-10% -$84.2K 0.76% 33
2017
Q2 		$825K Buy
12,656
+2,915
+30% +$189K 0.68% 41
2017
Q1 		$607K Sell
9,741
-1,350
-12% -$81.6K 0.59% 51
2016
Q4 		$640K Sell
11,091
-4,670
-30% -$269K 0.69% 46
2016
Q3 		$932K Sell
15,761
-313
-2% -$18.1K 0.92% 28
2016
Q2 		$897K Sell
16,074
-567
-3% -$32.6K 0.94% 27
2016
Q1 		$951K Buy
16,641
+576
+4% +$31.7K 1.09% 24
2015
Q4 		$943K Buy
+16,065
New +$968K 1.23% 20

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

Nations Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 5.1% in Q2 2026, buying an estimated $32.7K and bringing the position to 6,594 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #474.

Nations Financial Group first reported a position in EFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.19M in Q1 2022. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Nations Financial Group held 6,594 shares of iShares MSCI EAFE ETF worth $685K as of Q2 2026.
  • Nations Financial Group bought 318 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $32.7K.
  • iShares MSCI EAFE ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #474 holding.
  • Nations Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's iShares MSCI EAFE ETF position peaked at $2.19M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.