Sowell Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.56M | Buy |
72,732
+5,421
| +8% | +$558K | 0.25% | 85 |
|
|
2026
Q1 | $6.54M | Sell |
67,311
-3,739
| -5% | -$374K | 0.24% | 84 |
|
|
2025
Q4 | $6.82M | Buy |
71,050
+29,490
| +71% | +$2.8M | 0.25% | 82 |
|
|
2025
Q3 | $3.88M | Buy |
41,560
+2,485
| +6% | +$226K | 0.15% | 141 |
|
|
2025
Q2 | $3.49M | Sell |
39,075
-13
| -0% | -$1.11K | 0.14% | 150 |
|
|
2025
Q1 | $3.19M | Sell |
39,088
-2,384
| -6% | -$192K | 0.15% | 147 |
|
|
2024
Q4 | $3.14M | Buy |
41,472
+7,563
| +22% | +$599K | 0.16% | 142 |
|
|
2024
Q3 | $2.84M | Sell |
33,909
-5,030
| -13% | -$405K | 0.13% | 178 |
|
|
2024
Q2 | $3.05M | Buy |
38,939
+41
| +0.1% | +$3.25K | 0.15% | 156 |
|
|
2024
Q1 | $3.11M | Buy |
38,898
+450
| +1% | +$34.4K | 0.15% | 161 |
|
|
2023
Q4 | $2.9M | Buy |
38,448
+1,327
| +4% | +$93.8K | 0.16% | 151 |
|
|
2023
Q3 | $2.56M | Buy |
37,121
+21,523
| +138% | +$1.54M | 0.16% | 151 |
|
|
2023
Q2 | $1.13M | Buy |
15,598
+2,126
| +16% | +$154K | 0.06% | 331 |
|
|
2023
Q1 | $963K | Sell |
13,472
-60
| -0.4% | -$4.2K | 0.07% | 300 |
|
|
2022
Q4 | $888K | Sell |
13,532
-5,334
| -28% | -$334K | 0.06% | 333 |
|
|
2022
Q3 | $1.06M | Buy |
+18,866
| New | +$1.18M | 0.11% | 230 |
|
|
2022
Q1 | – | Sell |
-41,799
| Closed | -$3.29M | – | 243 |
|
|
2021
Q4 | $3.29M | Buy |
41,799
+8,697
| +26% | +$689K | 0.19% | 122 |
|
|
2021
Q3 | $2.58M | Buy |
33,102
+3,989
| +14% | +$319K | 0.17% | 142 |
|
|
2021
Q2 | $2.3M | Sell |
29,113
-755
| -3% | -$60K | 0.15% | 167 |
|
|
2021
Q1 | $2.38M | Buy |
29,868
+8,720
| +41% | +$657K | 0.08% | 218 |
|
|
2020
Q4 | $1.54M | Buy |
21,148
+9,063
| +75% | +$620K | 0.07% | 247 |
|
|
2020
Q3 | $769K | Sell |
12,085
-968
| -7% | -$61.9K | 0.04% | 361 |
|
|
2020
Q2 | $795K | Sell |
13,053
-28,890
| -69% | -$1.67M | 0.04% | 337 |
|
|
2020
Q1 | $809K | Sell |
41,943
-22,430
| -35% | -$1.42M | 0.06% | 282 |
|
|
2019
Q4 | $4.47M | Sell |
64,373
-4,430
| -6% | -$299K | 0.34% | 59 |
|
|
2019
Q3 | $4.49M | Buy |
+68,803
| New | +$4.43M | 0.37% | 57 |
|
|
2019
Q1 | $4.2M | Buy |
64,747
+1,754
| +3% | +$111K | 0.47% | 44 |
|
|
2018
Q4 | $3.7M | Buy |
+62,993
| New | +$3.93M | 0.52% | 41 |
|
|
2018
Q3 | – | Sell |
-42,561
| Closed | -$2.83M | – | 384 |
|
|
2018
Q2 | $2.83M | Buy |
42,561
+605
| +1% | +$42.4K | 0.6% | 43 |
|
|
2018
Q1 | $2.96M | Buy |
41,956
+7,299
| +21% | +$520K | 0.74% | 35 |
|
|
2017
Q4 | $2.56M | Buy |
34,657
+19,148
| +123% | +$1.33M | 0.62% | 47 |
|
|
2017
Q3 | $1.08M | Sell |
15,509
-850
| -5% | -$56.8K | 0.28% | 81 |
|
|
2017
Q2 | $1.1M | Buy |
16,359
+3,064
| +23% | +$198K | 0.31% | 70 |
|
|
2017
Q1 | $881K | Buy |
13,295
+4,006
| +43% | +$242K | 0.26% | 88 |
|
|
2016
Q4 | $562K | Buy |
+9,289
| New | +$536K | 0.19% | 109 |
|
Other funds holding EFA
NMIMC
Sowell Financial Services's EFA Position: Q2 2026 in Review
Sowell Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 8.1% in Q2 2026, buying an estimated $558K and bringing the position to 72,732 shares worth $7.56M. The position accounts for 0.25% of the portfolio, ranked #85.
Sowell Financial Services first reported a position in EFA in Q4 2016 and has held it in 35 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Sowell Financial Services held 72,732 shares of iShares MSCI EAFE ETF worth $7.56M as of Q2 2026.
- Sowell Financial Services bought 5,421 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $558K.
- iShares MSCI EAFE ETF made up 0.25% of Sowell Financial Services's portfolio in Q2 2026, its #85 holding.
- Sowell Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 35 quarters since.
- 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.