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Pathway Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pathway Financial 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 		$6.72M Hold
64,356
– – 0.78% 20
2026
Q1 		$6.31M Hold
64,356
– – 0.78% 21
2025
Q4 		$6.33M Sell
64,356
-10
-0% -$948 0.79% 21
2025
Q3 		$6.01M Hold
64,366
– – 0.8% 22
2025
Q2 		$5.75M Sell
64,366
-17,082
-21% -$1.46M 0.84% 22
2025
Q1 		$6.66M Hold
81,448
– – 1.2% 16
2024
Q4 		$6.16M Buy
81,448
+5,255
+7% +$416K 1.42% 14
2024
Q3 		$6.37M Sell
76,193
-305
-0.4% -$24.5K 1.64% 11
2024
Q2 		$5.99M Sell
76,498
-1,500
-2% -$119K 1.62% 12
2024
Q1 		$6.23M Hold
77,998
– – 1.68% 10
2023
Q4 		$5.88M Buy
77,998
+1,800
+2% +$127K 1.7% 12
2023
Q3 		$5.25M Sell
76,198
-257
-0.3% -$18.4K 1.79% 10
2023
Q2 		$5.54M Buy
76,455
+113
+0.1% +$8.21K 1.81% 11
2023
Q1 		$5.46M Hold
76,342
– – 1.85% 10
2022
Q4 		$5.01M Sell
76,342
-103
-0.1% -$6.45K 1.55% 12
2022
Q3 		$4.28M Sell
76,445
-324
-0.4% -$20.2K 1.47% 11
2022
Q2 		$4.8M Sell
76,769
-307
-0.4% -$20.9K 2% 10
2022
Q1 		$5.67M Sell
77,076
-784
-1% -$58.6K 2.12% 9
2021
Q4 		$5.9M Buy
+77,860
New +$6.17M 2.11% 9
2021
Q1 		$6.18M Sell
77,375
-104
-0.1% -$7.83K 2.44% 10
2020
Q4 		$5.73M Hold
77,479
– – 2.38% 9
2020
Q3 		$4.96M Sell
77,479
-37,147
-32% -$2.38M 1.92% 11
2020
Q2 		$6.98M Sell
114,626
-7,039
-6% -$407K 2.1% 9
2020
Q1 		$6.19M Sell
121,665
-1,990
-2% -$126K 2.07% 8
2019
Q4 		$8.63M Hold
123,655
– – 2.44% 7
2019
Q3 		$8.46M Sell
123,655
-1,302
-1% -$83.9K 2.42% 7
2019
Q2 		$8.21M Sell
124,957
-1,822
-1% -$119K 2.42% 7
2019
Q1 		$8.22M Sell
126,779
-45,230
-26% -$2.85M 2.56% 7
2018
Q4 		$10.1M Sell
172,009
-80
-0% -$5K 5.68% 4
2018
Q3 		$10.4M Buy
172,089
+148,951
+644% +$10.1M 5.78% 4
2018
Q2 		$1.55M Sell
23,138
-140
-0.6% -$9.82K 0.91% 21
2018
Q1 		$1.62M Hold
23,278
– – 0.95% 20
2017
Q4 		$1.64M Buy
+23,278
New +$1.62M 0.95% 20

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

Pathway Financial Advisors's EFA Position: Q2 2026 in Review

Pathway Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 64,356 shares worth $6.72M. The position accounts for 0.78% of the portfolio, ranked #20.

Pathway Financial Advisors first reported a position in EFA in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.4M in Q3 2018. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Pathway Financial Advisors held 64,356 shares of iShares MSCI EAFE ETF worth $6.72M as of Q2 2026.
  • Pathway Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.78% of Pathway Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Pathway Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 33 quarters since.
  • Pathway Financial Advisors's iShares MSCI EAFE ETF position peaked at $10.4M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.