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Sonoma Allocations’s iShares MSCI EAFE ETF EFA Stock Holding History

Sonoma Allocations’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 		$262K Hold
2,531
– – 0.08% 109
2026
Q1 		$249K Hold
2,531
– – 0.09% 132
2025
Q4 		$256K Hold
2,531
– – 0.09% 113
2025
Q3 		$239K Buy
+2,531
New +$230K 0.09% 121

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

Sonoma Allocations's EFA Position: Q2 2026 in Review

Sonoma Allocations held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,531 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #109.

Sonoma Allocations first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sonoma Allocations held 2,531 shares of iShares MSCI EAFE ETF worth $262K as of Q2 2026.
  • Sonoma Allocations left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Sonoma Allocations's portfolio in Q2 2026, its #109 holding.
  • Sonoma Allocations first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.