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Parisi Gray Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Parisi Gray Wealth Management’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 		$10.4M Sell
100,528
-721
-0.7% -$74.2K 2.14% 11
2026
Q1 		$9.83M Buy
101,249
+38,329
+61% +$3.83M 2.34% 11
2025
Q4 		$6.04M Buy
62,920
+491
+0.8% +$46.6K 1.37% 18
2025
Q3 		$5.83M Sell
62,429
-574
-0.9% -$52.2K 1.52% 18
2025
Q2 		$5.63M Sell
63,003
-390
-0.6% -$33.3K 1.61% 18
2025
Q1 		$5.18M Sell
63,393
-32,110
-34% -$2.59M 1.69% 18
2024
Q4 		$7.22M Sell
95,503
-1,086
-1% -$86K 2.3% 12
2024
Q3 		$8.08M Buy
96,589
+56,027
+138% +$4.51M 2.67% 9
2024
Q2 		$3.18M Sell
40,562
-2,114
-5% -$167K 1.14% 21
2024
Q1 		$3.41M Sell
42,676
-18,818
-31% -$1.44M 1.28% 20
2023
Q4 		$4.63M Buy
61,494
+16,700
+37% +$1.18M 1.88% 11
2023
Q3 		$3.09M Sell
44,794
-77,759
-63% -$5.57M 1.4% 18
2023
Q2 		$8.76M Buy
122,553
+5,995
+5% +$435K 4.01% 7
2023
Q1 		$8.34M Sell
116,558
-7,052
-6% -$493K 5.18% 4
2022
Q4 		$8.11M Buy
123,610
+116,895
+1,741% +$7.32M 4% 5
2022
Q3 		$376K Sell
6,715
-5,603
-45% -$349K 0.29% 57
2022
Q2 		$770K Buy
12,318
+215
+2% +$14.6K 0.4% 49
2022
Q1 		$891K Sell
12,103
-6,544
-35% -$489K 0.36% 56
2021
Q4 		$1.47M Buy
18,647
+6,431
+53% +$509K 0.55% 41
2021
Q3 		$955K Sell
12,216
-170
-1% -$13.6K 0.4% 52
2021
Q2 		$977K Buy
12,386
+266
+2% +$21.1K 0.36% 53
2021
Q1 		$920K Buy
12,120
+284
+2% +$21.4K 0.38% 55
2020
Q4 		$864K Buy
11,836
+27
+0.2% +$1.85K 0.38% 52
2020
Q3 		$752K Sell
11,809
-1,869
-14% -$120K 0.39% 51
2020
Q2 		$833K Buy
13,678
+63
+0.5% +$3.64K 0.48% 47
2020
Q1 		$728K Sell
13,615
-666
-5% -$42.3K 0.52% 46
2019
Q4 		$992K Buy
14,281
+2,291
+19% +$155K 0.56% 44
2019
Q3 		$782K Buy
11,990
+1,345
+13% +$86.7K 0.52% 48
2019
Q2 		$700K Buy
10,645
+46
+0.4% +$3.01K 0.48% 49
2019
Q1 		$687K Sell
10,599
-3,439
-24% -$217K 0.44% 47
2018
Q4 		$824K Sell
14,038
-286
-2% -$17.9K 0.56% 42
2018
Q3 		$982K Buy
14,324
+674
+5% +$45.5K 0.6% 44
2018
Q2 		$922K Buy
13,650
+379
+3% +$26.6K 0.61% 42
2018
Q1 		$918K Buy
13,271
+236
+2% +$16.8K 0.7% 36
2017
Q4 		$923K Buy
+13,035
New +$906K 0.69% 38

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
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
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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Parisi Gray Wealth Management's EFA Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.71% in Q2 2026, selling an estimated $74.2K and leaving 100,528 shares worth $10.4M. The position accounts for 2.14% of the portfolio, ranked #11.

Parisi Gray Wealth Management first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Parisi Gray Wealth Management held 100,528 shares of iShares MSCI EAFE ETF worth $10.4M as of Q2 2026.
  • Parisi Gray Wealth Management sold 721 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $74.2K.
  • iShares MSCI EAFE ETF made up 2.14% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Parisi Gray Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.