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

Pettinga 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	$3.94M	Buy	37,930 +1,196	+3%	+$123K	0.63%	36
2026 Q1	$3.57M	Sell	36,734 -795	-2%	-$79.5K	0.67%	35
2025 Q4	$3.6M	Sell	37,529 -477	-1%	-$45.2K	0.68%	35
2025 Q3	$3.55M	Sell	38,006 -1,377	-3%	-$125K	0.69%	33
2025 Q2	$3.52M	Buy	39,383 +1,091	+3%	+$93.1K	0.77%	31
2025 Q1	$3.13M	Buy	38,292 +1,799	+5%	+$145K	0.74%	36
2024 Q4	$2.76M	Sell	36,493 -550	-1%	-$43.6K	0.62%	38
2024 Q3	$3.1M	Buy	37,043 +690	+2%	+$55.5K	0.73%	32
2024 Q2	$2.85M	Sell	36,353 -286	-0.8%	-$22.7K	0.71%	33
2024 Q1	$2.93M	Buy	36,639 +139	+0.4%	+$10.6K	0.75%	33
2023 Q4	$2.75M	Buy	36,500 +1,267	+4%	+$89.5K	0.74%	36
2023 Q3	$2.43M	Sell	35,233 -247	-0.7%	-$17.7K	0.73%	31
2023 Q2	$2.57M	Buy	35,480 +44	+0.1%	+$3.19K	0.76%	29
2023 Q1	$2.53M	Sell	35,436 -4,861	-12%	-$340K	0.79%	29
2022 Q4	$2.65M	Sell	40,297 -1,883	-4%	-$118K	0.86%	29
2022 Q3	$2.36M	Sell	42,180 -2,667	-6%	-$166K	0.81%	28
2022 Q2	$2.8M	Sell	44,847 -7,093	-14%	-$483K	0.84%	32
2022 Q1	$3.82M	Buy	51,940 +15,476	+42%	+$1.16M	0.96%	25
2021 Q4	$2.87M	Sell	36,464 -1,916	-5%	-$152K	0.7%	36
2021 Q3	$2.99M	Buy	38,380 +5,760	+18%	+$461K	0.76%	31
2021 Q2	$2.57M	Sell	32,620 -1,584	-5%	-$126K	0.69%	35
2021 Q1	$2.6M	Sell	34,204 -10,164	-23%	-$765K	0.76%	35
2020 Q4	$3.24M	Sell	44,368 -6,626	-13%	-$453K	1.16%	25
2020 Q3	$3.25M	Sell	50,994 -1,825	-3%	-$117K	1.38%	23
2020 Q2	$3.21M	Buy	52,819 +7,770	+17%	+$449K	1.55%	19
2020 Q1	$2.41M	Buy	45,049 +3,620	+9%	+$230K	1.62%	15
2019 Q4	$2.88M	Buy	41,429 +1,933	+5%	+$131K	1.53%	15
2019 Q3	$2.58M	Buy	39,496 +172	+0.4%	+$11.1K	1.39%	15
2019 Q2	$2.58M	Sell	39,324 -672	-2%	-$44K	1.34%	15
2019 Q1	$2.59M	Buy	39,996 +1,806	+5%	+$114K	1.39%	14
2018 Q4	$2.25M	Buy	+38,190	New	+$2.39M	1.48%	16

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Pettinga Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q2 2026, buying an estimated $123K and bringing the position to 37,930 shares worth $3.94M. The position accounts for 0.63% of the portfolio, ranked #36.

Pettinga Financial Advisors first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Pettinga Financial Advisors held 37,930 shares of iShares MSCI EAFE ETF worth $3.94M as of Q2 2026.
Pettinga Financial Advisors bought 1,196 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $123K.
iShares MSCI EAFE ETF made up 0.63% of Pettinga Financial Advisors's portfolio in Q2 2026, its #36 holding.
Pettinga Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.