Sound Stewardship’s iShares MSCI EAFE ETF EFA Stock Holding History

Sound Stewardship’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	$490K	Buy	4,720 +11	+0.2%	+$1.13K	0.2%	45
2026 Q1	$457K	Sell	4,709 -178	-4%	-$17.8K	0.21%	45
2025 Q4	$469K	Buy	4,887 +6	+0.1%	+$569	0.22%	43
2025 Q3	$456K	Sell	4,881 -140	-3%	-$12.7K	0.22%	44
2025 Q2	$449K	Sell	5,021 -148	-3%	-$12.6K	0.23%	43
2025 Q1	$422K	Buy	5,169 +39	+0.8%	+$3.14K	0.24%	42
2024 Q4	$388K	Buy	5,130 +287	+6%	+$22.7K	0.23%	42
2024 Q3	$405K	Hold	4,843	–	–	0.23%	42
2024 Q2	$379K	Buy	4,843 +4	+0.1%	+$317	0.23%	44
2024 Q1	$386K	Sell	4,839 -20	-0.4%	-$1.53K	0.23%	45
2023 Q4	$366K	Buy	4,859 +299	+7%	+$21.1K	0.24%	51
2023 Q3	$314K	Hold	4,560	–	–	0.21%	53
2023 Q2	$331K	Sell	4,560 -127	-3%	-$9.22K	0.22%	53
2023 Q1	$335K	Buy	4,687 +505	+12%	+$35.3K	0.23%	50
2022 Q4	$274K	Buy	+4,182	New	+$262K	0.2%	51

Other funds holding EFA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return