Park Edge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Park Edge Advisors’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	$933K	Buy	8,978 +347	+4%	+$35.7K	0.2%	81
2026 Q1	$838K	Sell	8,631 -5,047	-37%	-$505K	0.19%	79
2025 Q4	$1.31M	Buy	13,678 +5,237	+62%	+$497K	0.3%	69
2025 Q3	$788K	Buy	8,441 +460	+6%	+$41.8K	0.18%	83
2025 Q2	$713K	Buy	7,981 +2,043	+34%	+$174K	0.18%	80
2025 Q1	$485K	Sell	5,938 -2,056	-26%	-$166K	0.14%	87
2024 Q4	$604K	Buy	7,994 +1,594	+25%	+$126K	0.18%	83
2024 Q3	$535K	Sell	6,400 -775	-11%	-$62.4K	0.15%	92
2024 Q2	$562K	Sell	7,175 -7,869	-52%	-$623K	0.17%	86
2024 Q1	$1.2M	Sell	15,044 -173	-1%	-$13.2K	0.34%	41
2023 Q4	$1.15M	Sell	15,217 -289	-2%	-$20.4K	0.4%	31
2023 Q3	$1.07M	Sell	15,506 -496	-3%	-$35.5K	0.38%	27
2023 Q2	$1.16M	Sell	16,002 -307	-2%	-$22.3K	0.39%	24
2023 Q1	$1.17M	Buy	+16,309	New	+$1.14M	0.45%	26

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

Park Edge Advisors's EFA Position: Q2 2026 in Review

Park Edge Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4% in Q2 2026, buying an estimated $35.7K and bringing the position to 8,978 shares worth $933K. The position accounts for 0.2% of the portfolio, ranked #81.

Park Edge Advisors first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2025. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Park Edge Advisors held 8,978 shares of iShares MSCI EAFE ETF worth $933K as of Q2 2026.
Park Edge Advisors bought 347 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $35.7K.
iShares MSCI EAFE ETF made up 0.2% of Park Edge Advisors's portfolio in Q2 2026, its #81 holding.
Park Edge Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Park Edge Advisors's iShares MSCI EAFE ETF position peaked at $1.31M in Q4 2025.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.