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

New Harbor 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	$35M	Buy	337,374 +11,923	+4%	+$1.23M	5.54%	7
2026 Q1	$31.6M	Buy	325,451 +14,175	+5%	+$1.42M	5.57%	10
2025 Q4	$29.9M	Buy	311,276 +11,463	+4%	+$1.09M	5.48%	8
2025 Q3	$28M	Buy	299,813 +7,476	+3%	+$680K	5.67%	8
2025 Q2	$26.1M	Buy	292,337 +4,756	+2%	+$406K	6%	6
2025 Q1	$23.5M	Buy	+287,581	New	+$23.2M	6.25%	8
2014 Q2	–	Sell	-197,000	Closed	-$13.2M	–	110
2014 Q1	$13.2M	Buy	+197,000	New	+$13M	11.8%	4

Other funds holding EFA

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 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

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

New Harbor Financial Group's EFA Position: Q2 2026 in Review

New Harbor Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 3.7% in Q2 2026, buying an estimated $1.23M and bringing the position to 337,374 shares worth $35M. The position accounts for 5.54% of the portfolio, ranked #7.

New Harbor Financial Group first reported a position in EFA in Q1 2014 and has held it in 7 quarters since. 749 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

New Harbor Financial Group held 337,374 shares of iShares MSCI EAFE ETF worth $35M as of Q2 2026.
New Harbor Financial Group bought 11,923 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.23M.
iShares MSCI EAFE ETF made up 5.54% of New Harbor Financial Group's portfolio in Q2 2026, its #7 holding.
New Harbor Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 7 quarters since.
749 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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