SFG
EFA icon

Sovereign Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Sovereign Financial Group’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 		$1.27M Sell
12,239
-240
-2% -$24.7K 0.19% 88
2026
Q1 		$1.21M Sell
12,479
-968
-7% -$96.9K 0.21% 86
2025
Q4 		$1.29M Sell
13,447
-311
-2% -$29.5K 0.22% 80
2025
Q3 		$1.28M Hold
13,758
– – 0.24% 77
2025
Q2 		$1.23M Sell
13,758
-1,012
-7% -$86.4K 0.25% 75
2025
Q1 		$1.21M Sell
14,770
-63
-0.4% -$5.08K 0.28% 69
2024
Q4 		$1.12M Buy
14,833
+1,159
+8% +$91.8K 0.26% 78
2024
Q3 		$1.14M Sell
13,674
-374
-3% -$30.1K 0.27% 76
2024
Q2 		$1.1M Sell
14,048
-274
-2% -$21.7K 0.27% 78
2024
Q1 		$1.14M Hold
14,322
– – 0.3% 66
2023
Q4 		$1.08M Buy
14,322
+2,839
+25% +$201K 0.33% 65
2023
Q3 		$791K Sell
11,483
-37
-0.3% -$2.65K 0.28% 75
2023
Q2 		$835K Sell
11,520
-2,411
-17% -$175K 0.27% 91
2023
Q1 		$996K Sell
13,931
-3,481
-20% -$243K 0.37% 70
2022
Q4 		$1.14M Buy
17,412
+10,624
+157% +$666K 0.45% 59
2022
Q3 		$380K Sell
6,788
-1,254
-16% -$78.2K 0.15% 132
2022
Q2 		$503K Buy
8,042
+1,233
+18% +$83.9K 0.2% 110
2022
Q1 		$501K Sell
6,809
-508
-7% -$38K 0.19% 116
2021
Q4 		$576K Buy
7,317
+2,621
+56% +$208K 0.23% 106
2021
Q3 		$366K Sell
4,696
-1,585
-25% -$127K 0.21% 111
2021
Q2 		$477K Hold
6,281
– – 0.29% 78
2021
Q1 		$477K Buy
6,281
+318
+5% +$23.9K 0.3% 76
2020
Q4 		$435K Buy
+5,963
New +$408K 0.31% 70

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

Sovereign Financial Group's EFA Position: Q2 2026 in Review

Sovereign Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, selling an estimated $24.7K and leaving 12,239 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #88.

Sovereign Financial Group first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sovereign Financial Group held 12,239 shares of iShares MSCI EAFE ETF worth $1.27M as of Q2 2026.
  • Sovereign Financial Group sold 240 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.7K.
  • iShares MSCI EAFE ETF made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #88 holding.
  • Sovereign Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares MSCI EAFE ETF position peaked at $1.29M in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.