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SC&H Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SC&H 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 		$1.13M Buy
10,835
+28
+0.3% +$2.88K 0.15% 66
2026
Q1 		$1.05M Buy
10,807
+187
+2% +$18.7K 0.16% 63
2025
Q4 		$1.02M Sell
10,620
-601
-5% -$57K 0.16% 65
2025
Q3 		$1.05M Sell
11,221
-516
-4% -$46.9K 0.17% 64
2025
Q2 		$1.05M Sell
11,737
-246
-2% -$21K 0.18% 61
2025
Q1 		$979K Sell
11,983
-403
-3% -$32.5K 0.19% 60
2024
Q4 		$937K Sell
12,386
-427
-3% -$33.8K 0.19% 63
2024
Q3 		$1.07M Hold
12,813
– – 0.23% 61
2024
Q2 		$1M Buy
12,813
+92
+0.7% +$7.29K 0.25% 56
2024
Q1 		$1.02M Sell
12,721
-30
-0.2% -$2.29K 0.26% 59
2023
Q4 		$961K Sell
12,751
-138
-1% -$9.75K 0.28% 57
2023
Q3 		$888K Sell
12,889
-103
-0.8% -$7.38K 0.3% 59
2023
Q2 		$942K Buy
12,992
+115
+0.9% +$8.35K 0.31% 57
2023
Q1 		$921K Buy
12,877
+2,518
+24% +$176K 0.34% 57
2022
Q4 		$680K Buy
10,359
+21
+0.2% +$1.32K 0.28% 71
2022
Q3 		$579K Sell
10,338
-21
-0.2% -$1.31K 0.29% 70
2022
Q2 		$647K Buy
10,359
+117
+1% +$7.96K 0.3% 68
2022
Q1 		$754K Buy
10,242
+136
+1% +$10.2K 0.36% 59
2021
Q4 		$795K Buy
+10,106
New +$800K 0.44% 54

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

SC&H Financial Advisors's EFA Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.26% in Q2 2026, buying an estimated $2.88K and bringing the position to 10,835 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #66.

SC&H Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SC&H Financial Advisors held 10,835 shares of iShares MSCI EAFE ETF worth $1.13M as of Q2 2026.
  • SC&H Financial Advisors bought 28 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.88K.
  • iShares MSCI EAFE ETF made up 0.15% of SC&H Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • SC&H Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.