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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return