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Petix & Botte Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Petix & Botte Financial’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 		$328K Buy
3,154
+1,577
+100% +$162K 0.07% 114
2026
Q1 		$306K Sell
1,577
-1,577
-50% -$158K 0.07% 112
2025
Q4 		$303K Hold
3,154
– – 0.07% 110
2025
Q3 		$294K Sell
3,154
-1,824
-37% -$166K 0.07% 109
2025
Q2 		$445K Sell
4,978
-606
-11% -$51.7K 0.11% 94
2025
Q1 		$456K Buy
5,584
+38
+0.7% +$3.06K 0.12% 85
2024
Q4 		$419K Hold
5,546
– – 0.11% 93
2024
Q3 		$464K Hold
5,546
– – 0.12% 79
2024
Q2 		$434K Sell
5,546
-4,246
-43% -$336K 0.12% 80
2024
Q1 		$782K Buy
9,792
+4,246
+77% +$325K 0.19% 76
2023
Q4 		$418K Sell
5,546
-878
-14% -$62.1K 0.12% 81
2023
Q3 		$443K Hold
6,424
– – 0.14% 70
2023
Q2 		$466K Buy
6,424
+3,212
+100% +$233K 0.14% 68
2023
Q1 		$230K Buy
+3,212
New +$225K 0.15% 69
2022
Q3 		– Sell
-3,212
Closed -$201K – 70
2022
Q2 		$201K Sell
3,212
-3,212
-50% -$219K 0.15% 67
2022
Q1 		$473K Buy
6,424
+3,212
+100% +$240K 0.15% 65
2021
Q4 		$253K Sell
3,212
-3,212
-50% -$254K 0.16% 72
2021
Q3 		$501K Buy
6,424
+3,192
+99% +$255K 0.17% 66
2021
Q2 		$255K Hold
3,232
– – 0.18% 70
2021
Q1 		$245K Hold
3,232
– – 0.18% 69
2020
Q4 		$236K Hold
3,232
– – 0.18% 74
2020
Q3 		$205K Buy
+3,232
New +$207K 0.16% 78
2020
Q1 		– Sell
-3,232
Closed -$223K – 70
2019
Q4 		$223K Buy
+3,232
New +$218K 0.18% 75

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Petix & Botte Financial's EFA Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares MSCI EAFE ETF (EFA) stake by 100% in Q2 2026, buying an estimated $162K and bringing the position to 3,154 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #114.

Petix & Botte Financial first reported a position in EFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $782K in Q1 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Petix & Botte Financial held 3,154 shares of iShares MSCI EAFE ETF worth $328K as of Q2 2026.
  • Petix & Botte Financial bought 1,577 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $162K.
  • iShares MSCI EAFE ETF made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #114 holding.
  • Petix & Botte Financial first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
  • Petix & Botte Financial's iShares MSCI EAFE ETF position peaked at $782K in Q1 2024.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.