Sincerus Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Sincerus Advisory’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	$10.8M	Buy	103,542 +1,839	+2%	+$189K	7.3%	2
2026 Q1	$9.88M	Buy	101,703 +2,490	+3%	+$249K	7.49%	2
2025 Q4	$9.53M	Buy	99,213 +5,381	+6%	+$510K	7.66%	2
2025 Q3	$8.76M	Buy	93,832 +8,726	+10%	+$793K	7.5%	2
2025 Q2	$7.72M	Buy	85,106 +7,983	+10%	+$682K	7.26%	2
2025 Q1	$6.3M	Buy	77,123 +1,217	+2%	+$98.1K	6.65%	2
2024 Q4	$5.74M	Buy	+75,906	New	+$6.01M	6.16%	2

Other funds holding EFA

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 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

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Sincerus Advisory's EFA Position: Q2 2026 in Review

Sincerus Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q2 2026, buying an estimated $189K and bringing the position to 103,542 shares worth $10.8M. The position accounts for 7.3% of the portfolio, ranked #2.

Sincerus Advisory first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sincerus Advisory held 103,542 shares of iShares MSCI EAFE ETF worth $10.8M as of Q2 2026.
Sincerus Advisory bought 1,839 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $189K.
iShares MSCI EAFE ETF made up 7.3% of Sincerus Advisory's portfolio in Q2 2026, its #2 holding.
Sincerus Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.