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

Northstar 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	$323K	Sell	3,113 -35	-1%	-$3.6K	0.1%	101
2026 Q1	$306K	Sell	3,148 -2,431	-44%	-$243K	0.11%	99
2025 Q4	$536K	Buy	5,579 +134	+2%	+$12.7K	0.19%	79
2025 Q3	$508K	Hold	5,445	–	–	0.21%	77
2025 Q2	$487K	Buy	5,445 +2,395	+79%	+$204K	0.24%	71
2025 Q1	$249K	Sell	3,050 -1,227	-29%	-$98.9K	0.16%	84
2024 Q4	$323K	Buy	4,277 +1,582	+59%	+$125K	0.16%	82
2024 Q3	$225K	Sell	2,695 -370	-12%	-$29.8K	0.12%	94
2024 Q2	$240K	Sell	3,065 -1,500	-33%	-$119K	0.14%	88
2024 Q1	$366K	Hold	4,565	–	–	0.22%	68
2023 Q4	$344K	Sell	4,565 -8	-0.2%	-$565	0.2%	66
2023 Q3	$315K	Hold	4,573	–	–	0.23%	69
2023 Q2	$332K	Buy	+4,573	New	+$332K	0.22%	67

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Northstar Advisory Group's EFA Position: Q2 2026 in Review

Northstar Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, selling an estimated $3.6K and leaving 3,113 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #101.

Northstar Advisory Group first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $536K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Northstar Advisory Group held 3,113 shares of iShares MSCI EAFE ETF worth $323K as of Q2 2026.
Northstar Advisory Group sold 35 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.6K.
iShares MSCI EAFE ETF made up 0.1% of Northstar Advisory Group's portfolio in Q2 2026, its #101 holding.
Northstar Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
Northstar Advisory Group's iShares MSCI EAFE ETF position peaked at $536K in Q4 2025.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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