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Net Worth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Net Worth Advisory 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 		– Sell
-3,601
Closed -$350K – 422
2026
Q1 		$350K Sell
3,601
-47
-1% -$4.7K 0.07% 267
2025
Q4 		$350K Buy
+3,648
New +$346K 0.07% 271
2025
Q3 		– Sell
-3,595
Closed -$321K – 428
2025
Q2 		$321K Buy
+3,595
New +$307K 0.07% 282

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Net Worth Advisory Group's EFA Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 3,601 shares — an estimated $350K sold.

Net Worth Advisory Group first reported a position in EFA in Q2 2025 and held it in 3 quarters. The position peaked at $350K in Q4 2025. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Net Worth Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,601 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $350K.
  • Net Worth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's iShares MSCI EAFE ETF position peaked at $350K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.