RF
EFA icon

Roxbury Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Roxbury Financial’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 		$57.2K Buy
551
+2
+0.4% +$206 0.05% 190
2026
Q1 		$53.3K Hold
549
– – 0.05% 180
2025
Q4 		$52.7K Buy
549
+3
+0.5% +$285 0.05% 174
2025
Q3 		$51K Hold
546
– – 0.05% 174
2025
Q2 		$48.8K Buy
546
+2
+0.4% +$171 0.05% 174
2025
Q1 		$44.4K Buy
544
+3
+0.6% +$242 0.04% 177
2024
Q4 		$42.8K Buy
+541
New +$42.8K 0.04% 175

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Roxbury Financial's EFA Position: Q2 2026 in Review

Roxbury Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.36% in Q2 2026, buying an estimated $206 and bringing the position to 551 shares worth $57.2K. The position accounts for 0.05% of the portfolio, ranked #190.

Roxbury Financial first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Roxbury Financial held 551 shares of iShares MSCI EAFE ETF worth $57.2K as of Q2 2026.
  • Roxbury Financial bought 2 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $206.
  • iShares MSCI EAFE ETF made up 0.05% of Roxbury Financial's portfolio in Q2 2026, its #190 holding.
  • Roxbury Financial first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.