Next Level Private’s iShares MSCI EAFE ETF EFA Stock Holding History

Next Level Private’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	$381K	Buy	3,669 +19	+0.5%	+$1.95K	0.07%	129
2026 Q1	$355K	Sell	3,650 -20	-0.5%	-$2K	0.08%	134
2025 Q4	$352K	Buy	3,670 +9	+0.2%	+$854	0.09%	124
2025 Q3	$349K	Sell	3,661 -21	-0.6%	-$1.91K	0.1%	117
2025 Q2	$329K	Buy	3,682 +9	+0.2%	+$768	0.11%	114
2025 Q1	$300K	Sell	3,673 -13	-0.4%	-$1.05K	0.11%	115
2024 Q4	$279K	Buy	3,686 +1	+0%	+$79	0.11%	115
2024 Q3	$308K	Hold	3,685	–	–	0.13%	107
2024 Q2	$289K	Buy	3,685 +1	+0%	+$79	0.13%	104
2024 Q1	$294K	Hold	3,684	–	–	0.14%	104
2023 Q4	$278K	Hold	3,684	–	–	0.16%	87
2023 Q3	$250K	Buy	3,684 +71	+2%	+$5.09K	0.17%	88
2023 Q2	$257K	Buy	+3,613	New	+$262K	0.17%	88
2023 Q1	–	Sell	-3,613	Closed	-$247K	–	78
2022 Q4	$247K	Hold	3,613	–	–	0.18%	87
2022 Q3	$212K	Sell	3,613 -2,947	-45%	-$184K	0.19%	80
2022 Q2	$410K	Buy	6,560 +2,947	+82%	+$201K	0.16%	98
2022 Q1	$266K	Buy	3,613 +90	+3%	+$6.73K	0.21%	74
2021 Q4	$277K	Buy	+3,523	New	+$279K	0.23%	71

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Next Level Private's EFA Position: Q2 2026 in Review

Next Level Private increased its iShares MSCI EAFE ETF (EFA) stake by 0.52% in Q2 2026, buying an estimated $1.95K and bringing the position to 3,669 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #129.

Next Level Private first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $410K in Q2 2022. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Next Level Private held 3,669 shares of iShares MSCI EAFE ETF worth $381K as of Q2 2026.
Next Level Private bought 19 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.95K.
iShares MSCI EAFE ETF made up 0.07% of Next Level Private's portfolio in Q2 2026, its #129 holding.
Next Level Private first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Next Level Private's iShares MSCI EAFE ETF position peaked at $410K in Q2 2022.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.