Successful Portfolios’s iShares MSCI EAFE ETF EFA Stock Holding History

Successful Portfolios’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	$336K	Sell	3,228 -9	-0.3%	-$926	0.16%	128
2026 Q1	$308K	Buy	3,237 +115	+4%	+$11.5K	0.17%	126
2025 Q4	$308K	Buy	3,122 +341	+12%	+$32.3K	0.16%	132
2025 Q3	$260K	Buy	2,781 +200	+8%	+$18.2K	0.15%	135
2025 Q2	$231K	Hold	2,581	–	–	0.14%	147
2025 Q1	$211K	Buy	+2,581	New	+$208K	0.14%	145
2024 Q4	–	Sell	-2,722	Closed	-$228K	–	167
2024 Q3	$228K	Sell	2,722 -20	-0.7%	-$1.61K	0.15%	137
2024 Q2	$215K	Sell	2,742 -33	-1%	-$2.61K	0.15%	140
2024 Q1	$222K	Sell	2,775 -1,073	-28%	-$82.1K	0.15%	143
2023 Q4	$290K	Buy	+3,848	New	+$272K	0.22%	108
2023 Q3	–	Sell	-2,816	Closed	-$204K	–	151
2023 Q2	$204K	Sell	2,816 -666	-19%	-$48.4K	0.18%	141
2023 Q1	$249K	Sell	3,482 -135	-4%	-$9.44K	0.16%	149
2022 Q4	$237K	Sell	3,617 -482	-12%	-$30.2K	0.15%	157
2022 Q3	$230K	Buy	4,099 +2	+0%	+$125	0.17%	154
2022 Q2	$256K	Sell	4,097 -455	-10%	-$31K	0.17%	149
2022 Q1	$335K	Sell	4,552 -62	-1%	-$4.64K	0.19%	135
2021 Q4	$363K	Sell	4,614 -29	-0.6%	-$2.3K	0.2%	126
2021 Q3	$362K	Hold	4,643	–	–	0.22%	119
2021 Q2	$366K	Hold	4,643	–	–	0.22%	117
2021 Q1	$352K	Hold	4,643	–	–	0.23%	111
2020 Q4	$339K	Sell	4,643 -21	-0.5%	-$1.44K	0.24%	106
2020 Q3	$297K	Hold	4,664	–	–	0.24%	115
2020 Q2	$284K	Sell	4,664 -93	-2%	-$5.38K	0.25%	112
2020 Q1	$254K	Sell	4,757 -1,153	-20%	-$73.2K	0.26%	105
2019 Q4	$410K	Sell	5,910 -141	-2%	-$9.52K	0.36%	76
2019 Q3	$395K	Hold	6,051	–	–	0.37%	78
2019 Q2	$398K	Hold	6,051	–	–	0.43%	71
2019 Q1	$392K	Hold	6,051	–	–	0.43%	71
2018 Q4	$356K	Sell	6,051 -1,062	-15%	-$66.3K	0.45%	69
2018 Q3	$484K	Sell	7,113 -175	-2%	-$11.8K	0.53%	57
2018 Q2	$488K	Sell	7,288 -68	-0.9%	-$4.77K	0.57%	53
2018 Q1	$513K	Buy	7,356 +83	+1%	+$5.92K	0.62%	49
2017 Q4	$511K	Buy	+7,273	New	+$506K	0.63%	47

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