PCS
EFA icon

Private Client Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Client Services’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 		$1.56M Buy
14,983
+441
+3% +$45.4K 0.41% 53
2026
Q1 		$1.41M Buy
14,542
+226
+2% +$22.6K 0.42% 56
2025
Q4 		$1.37M Buy
14,316
+233
+2% +$22.1K 0.43% 55
2025
Q3 		$1.31M Buy
14,083
+229
+2% +$20.8K 0.44% 55
2025
Q2 		$1.24M Buy
13,854
+2,423
+21% +$207K 0.48% 53
2025
Q1 		$934K Sell
11,431
-77
-0.7% -$6.21K 0.46% 55
2024
Q4 		$870K Sell
11,508
-327
-3% -$25.9K 0.47% 60
2024
Q3 		$990K Buy
11,835
+732
+7% +$58.9K 0.53% 52
2024
Q2 		$870K Buy
11,103
+15
+0.1% +$1.19K 0.55% 49
2024
Q1 		$885K Sell
11,088
-388
-3% -$29.7K 0.59% 52
2023
Q4 		$865K Buy
+11,476
New +$811K 0.71% 37

Other funds holding EFA

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
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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return