QRG Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

QRG Capital Management’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	$19.1M	Buy	183,559 +23,991	+15%	+$2.47M	0.16%	121
2026 Q1	$15.5M	Buy	159,568 +14,340	+10%	+$1.43M	0.16%	126
2025 Q4	$13.9M	Buy	145,228 +8,669	+6%	+$822K	0.16%	125
2025 Q3	$12.8M	Buy	136,559 +6,009	+5%	+$546K	0.15%	127
2025 Q2	$11.7M	Buy	130,550 +5,292	+4%	+$452K	0.1%	190
2025 Q1	$10.2M	Buy	125,258 +22,748	+22%	+$1.83M	0.11%	198
2024 Q4	$7.75M	Buy	102,510 +17,485	+21%	+$1.38M	0.08%	222
2024 Q3	$7.11M	Buy	85,025 +8,593	+11%	+$691K	0.08%	233
2024 Q2	$5.99M	Buy	76,432 +14,570	+24%	+$1.15M	0.07%	232
2024 Q1	$4.94M	Buy	61,862 +17,811	+40%	+$1.36M	0.06%	263
2023 Q4	$3.32M	Buy	44,051 +9,226	+26%	+$652K	0.05%	325
2023 Q3	$2.4M	Buy	+34,825	New	+$2.49M	0.04%	348

Other funds holding EFA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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