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Prospera Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Prospera Financial 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 		$9.37M Buy
90,232
+1,317
+1% +$135K 0.14% 166
2026
Q1 		$8.64M Buy
88,915
+19,076
+27% +$1.91M 0.14% 162
2025
Q4 		$6.71M Sell
69,839
-6,551
-9% -$621K 0.11% 192
2025
Q3 		$7.13M Sell
76,390
-7,233
-9% -$658K 0.12% 183
2025
Q2 		$7.48M Buy
83,623
+16,361
+24% +$1.4M 0.14% 159
2025
Q1 		$5.5M Buy
67,262
+2,114
+3% +$170K 0.13% 185
2024
Q4 		$4.93M Buy
65,148
+1,406
+2% +$111K 0.11% 201
2024
Q3 		$5.33M Buy
63,742
+3,009
+5% +$242K 0.14% 167
2024
Q2 		$4.76M Buy
60,733
+3,627
+6% +$287K 0.13% 171
2024
Q1 		$4.56M Buy
57,106
+4,078
+8% +$312K 0.14% 163
2023
Q4 		$4M Buy
53,028
+6,975
+15% +$493K 0.13% 174
2023
Q3 		$3.18M Sell
46,053
-10,322
-18% -$739K 0.12% 186
2023
Q2 		$4.09M Buy
56,375
+14,668
+35% +$1.07M 0.16% 148
2023
Q1 		$2.98M Buy
41,707
+2,279
+6% +$159K 0.12% 200
2022
Q4 		$2.59M Sell
39,428
-10,050
-20% -$630K 0.13% 180
2022
Q3 		$2.77M Sell
49,478
-1,680
-3% -$105K 0.14% 180
2022
Q2 		$3.2M Sell
51,158
-1,375
-3% -$93.6K 0.16% 158
2022
Q1 		$3.87M Buy
52,533
+1,385
+3% +$104K 0.16% 148
2021
Q4 		$4.03M Buy
51,148
+6,477
+14% +$513K 0.17% 139
2021
Q3 		$3.49M Buy
44,671
+922
+2% +$73.8K 0.17% 150
2021
Q2 		$3.45M Buy
43,749
+1,299
+3% +$103K 0.17% 146
2021
Q1 		$3.22M Sell
42,450
-4,573
-10% -$344K 0.19% 129
2020
Q4 		$3.43M Buy
47,023
+43,104
+1,100% +$2.95M 0.24% 96
2020
Q3 		$249K Sell
3,919
-35,906
-90% -$2.3M 0.1% 189
2020
Q2 		$2.42M Sell
39,825
-539
-1% -$31.2K 0.21% 115
2020
Q1 		$2.16M Sell
40,364
-1,312
-3% -$83.3K 0.23% 108
2019
Q4 		$2.89M Buy
41,676
+119
+0.3% +$8.04K 0.22% 105
2019
Q3 		$2.71M Buy
41,557
+16,812
+68% +$1.08M 0.28% 68
2019
Q2 		$1.63M Buy
24,745
+6,849
+38% +$448K 0.18% 115
2019
Q1 		$1.19M Sell
17,896
-7,836
-30% -$494K 0.39% 78
2018
Q4 		$1.52M Buy
25,732
+10,404
+68% +$650K 0.31% 77
2018
Q3 		$1.02M Sell
15,328
-6,208
-29% -$419K 0.19% 122
2018
Q2 		$1.45M Sell
21,536
-5,589
-21% -$392K 0.2% 110
2018
Q1 		$1.89M Sell
27,125
-11,177
-29% -$797K 0.26% 80
2017
Q4 		$2.75M Buy
38,302
+1,986
+5% +$138K 0.42% 45
2017
Q3 		$2.49M Buy
36,316
+267
+0.7% +$17.8K 0.38% 52
2017
Q2 		$2.34M Buy
36,049
+13,507
+60% +$874K 0.38% 57
2017
Q1 		$1.4M Sell
22,542
-278
-1% -$16.8K 0.25% 82
2016
Q4 		$1.35M Buy
22,820
+172
+0.8% +$9.92K 0.26% 68
2016
Q3 		$1.34M Buy
22,648
+371
+2% +$21.5K 0.27% 67
2016
Q2 		$1.24M Sell
22,277
-711
-3% -$40.9K 0.26% 76
2016
Q1 		$1.31M Buy
22,988
+1,915
+9% +$106K 0.29% 56
2015
Q4 		$1.24M Buy
21,073
+437
+2% +$26.3K 0.27% 57
2015
Q3 		$1.18M Sell
20,636
-30,529
-60% -$1.88M 0.3% 48
2015
Q2 		$3.25M Sell
51,165
-376
-0.7% -$25K 0.77% 25
2015
Q1 		$3.31M Buy
51,541
+31,731
+160% +$2M 0.74% 23
2014
Q4 		$1.21M Buy
19,810
+932
+5% +$58.2K 0.3% 55
2014
Q3 		$1.21M Buy
18,878
+234
+1% +$15.6K 0.33% 53
2014
Q2 		$1.27M Buy
18,644
+1,845
+11% +$126K 0.34% 57
2014
Q1 		$1.13M Buy
16,799
+2,770
+20% +$183K 0.36% 47
2013
Q4 		$941K Buy
14,029
+4,184
+42% +$273K 0.32% 56
2013
Q3 		$631K Buy
9,845
+5,546
+129% +$340K 0.24% 88
2013
Q2 		$249K Buy
+4,299
New +$260K 0.12% 180

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

Prospera Financial Services's EFA Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, buying an estimated $135K and bringing the position to 90,232 shares worth $9.37M. The position accounts for 0.14% of the portfolio, ranked #166.

Prospera Financial Services first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Prospera Financial Services held 90,232 shares of iShares MSCI EAFE ETF worth $9.37M as of Q2 2026.
  • Prospera Financial Services bought 1,317 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $135K.
  • iShares MSCI EAFE ETF made up 0.14% of Prospera Financial Services's portfolio in Q2 2026, its #166 holding.
  • Prospera Financial Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.