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Sequoia Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sequoia 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 		$8.54M Sell
82,180
-1,255
-2% -$129K 0.04% 249
2026
Q1 		$8.1M Sell
83,435
-1,100
-1% -$110K 0.05% 235
2025
Q4 		$8.12M Buy
84,535
+14,492
+21% +$1.37M 0.05% 231
2025
Q3 		$6.54M Buy
70,043
+1,632
+2% +$148K 0.04% 261
2025
Q2 		$6.12M Buy
68,411
+1,458
+2% +$124K 0.04% 250
2025
Q1 		$5.47M Buy
66,953
+48,338
+260% +$3.9M 0.04% 257
2024
Q4 		$1.41M Buy
18,615
+535
+3% +$42.4K 0.01% 489
2024
Q3 		$1.51M Buy
18,080
+1,268
+8% +$102K 0.02% 441
2024
Q2 		$1.32M Sell
16,812
-1,817
-10% -$144K 0.02% 420
2024
Q1 		$1.49M Sell
18,629
-2,627
-12% -$201K 0.02% 383
2023
Q4 		$1.6M Buy
21,256
+1,287
+6% +$91K 0.02% 411
2023
Q3 		$1.38M Buy
19,969
+19
+0.1% +$1.36K 0.02% 282
2023
Q2 		$1.45M Sell
19,950
-6,445
-24% -$468K 0.02% 285
2023
Q1 		$1.89M Sell
26,395
-574
-2% -$40.1K 0.04% 220
2022
Q4 		$1.77M Sell
26,969
-3,240
-11% -$203K 0.04% 212
2022
Q3 		$1.69M Sell
30,209
-623
-2% -$38.8K 0.05% 165
2022
Q2 		$1.93M Sell
30,832
-8,042
-21% -$547K 0.05% 178
2022
Q1 		$2.86M Buy
38,874
+6,936
+22% +$519K 0.07% 153
2021
Q4 		$2.51M Buy
31,938
+28,354
+791% +$2.25M 0.07% 160
2021
Q3 		$280K Sell
3,584
-16,383
-82% -$1.31M 0.03% 215
2021
Q2 		$1.57M Sell
19,967
-987
-5% -$78.4K 0.06% 172
2021
Q1 		$1.59M Sell
20,954
-484
-2% -$36.4K 0.07% 149
2020
Q4 		$1.56M Sell
21,438
-476
-2% -$32.6K 0.07% 144
2020
Q3 		$1.4M Buy
21,914
+465
+2% +$29.8K 0.07% 138
2020
Q2 		$1.31M Sell
21,449
-12,343
-37% -$714K 0.08% 125
2020
Q1 		$1.81M Sell
33,792
-2,245
-6% -$142K 0.13% 82
2019
Q4 		$2.5M Buy
36,037
+1,816
+5% +$123K 0.16% 83
2019
Q3 		$2.23M Buy
34,221
+7,973
+30% +$514K 0.16% 79
2019
Q2 		$1.73M Sell
26,248
-9,339
-26% -$611K 0.13% 93
2019
Q1 		$2.31M Sell
35,587
-1,582
-4% -$99.7K 0.19% 75
2018
Q4 		$2.19M Sell
37,169
-1,039
-3% -$64.9K 0.25% 67
2018
Q3 		$2.6M Buy
38,208
+265
+0.7% +$17.9K 0.26% 68
2018
Q2 		$2.54M Sell
37,943
-795
-2% -$55.7K 0.27% 66
2018
Q1 		$2.7M Buy
38,738
+9,673
+33% +$690K 0.28% 66
2017
Q4 		$2.04M Buy
29,065
+438
+2% +$30.5K 0.22% 77
2017
Q3 		$1.96M Buy
28,627
+5,006
+21% +$335K 0.23% 74
2017
Q2 		$1.54M Buy
23,621
+1,357
+6% +$87.8K 0.19% 88
2017
Q1 		$1.39M Sell
22,264
-160
-0.7% -$9.67K 0.18% 90
2016
Q4 		$1.29M Sell
22,424
-1,434
-6% -$82.7K 0.19% 86
2016
Q3 		$1.41M Sell
23,858
-14,559
-38% -$844K 0.26% 63
2016
Q2 		$2.14M Buy
38,417
+19,778
+106% +$1.14M 0.6% 41
2016
Q1 		$1.06M Buy
18,639
+2,568
+16% +$142K 0.34% 57
2015
Q4 		$944K Buy
16,071
+6,974
+77% +$420K 0.38% 53
2015
Q3 		$521K Buy
9,097
+289
+3% +$17.8K 0.23% 84
2015
Q2 		$559K Hold
8,808
– – 0.24% 86
2015
Q1 		$565K Buy
8,808
+729
+9% +$45.9K 0.26% 85
2014
Q4 		$492K Hold
8,079
– – 0.34% 72
2014
Q3 		$518K Buy
8,079
+454
+6% +$30.3K 0.36% 70
2014
Q2 		$521K Buy
7,625
+204
+3% +$14K 0.4% 63
2014
Q1 		$499K Sell
7,421
-2,219
-23% -$147K 0.42% 70
2013
Q4 		$647K Buy
+9,640
New +$630K 0.54% 51

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

Sequoia Financial Advisors's EFA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, selling an estimated $129K and leaving 82,180 shares worth $8.54M. The position accounts for 0.04% of the portfolio, ranked #249.

Sequoia Financial Advisors first reported a position in EFA in Q4 2013 and has held it in 51 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sequoia Financial Advisors held 82,180 shares of iShares MSCI EAFE ETF worth $8.54M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,255 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI EAFE ETF made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #249 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 51 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.