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

Sunburst 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 		$1.51M Sell
14,533
-16
-0.1% -$1.65K 0.24% 43
2026
Q1 		$1.41M Sell
14,549
-390
-3% -$39K 0.26% 42
2025
Q4 		$1.43M Buy
14,939
+10
+0.1% +$948 0.29% 39
2025
Q3 		$1.39M Sell
14,929
-24
-0.2% -$2.18K 0.29% 39
2025
Q2 		$1.34M Sell
14,953
-4
-0% -$342 0.3% 39
2025
Q1 		$1.22M Sell
14,957
-24
-0.2% -$1.93K 0.3% 39
2024
Q4 		$1.13M Sell
14,981
-450
-3% -$35.6K 0.28% 43
2024
Q3 		$1.29M Sell
15,431
-228
-1% -$18.3K 0.33% 40
2024
Q2 		$1.23M Sell
15,659
-92
-0.6% -$7.29K 0.33% 38
2024
Q1 		$1.25M Hold
15,751
– – 0.35% 38
2023
Q4 		$1.19M Sell
15,751
-613
-4% -$43.3K 0.37% 36
2023
Q3 		$1.13M Sell
16,364
-160
-1% -$11.5K 0.4% 35
2023
Q2 		$1.2M Sell
16,524
-15
-0.1% -$1.09K 0.42% 37
2023
Q1 		$1.18M Sell
16,539
-312
-2% -$21.8K 0.44% 34
2022
Q4 		$1.11M Buy
16,851
+1,504
+10% +$94.2K 0.44% 33
2022
Q3 		$860K Sell
15,347
-1,275
-8% -$79.5K 0.42% 31
2022
Q2 		$1.04M Buy
16,622
+4,830
+41% +$329K 0.5% 28
2022
Q1 		$868K Sell
11,792
-110
-0.9% -$8.23K 0.43% 27
2021
Q4 		$936K Sell
11,902
-602
-5% -$47.7K 0.48% 27
2021
Q3 		$975K Buy
12,504
+44
+0.4% +$3.52K 0.6% 21
2021
Q2 		$983K Sell
12,460
-1,058
-8% -$84K 0.63% 20
2021
Q1 		$1.03M Sell
13,518
-18
-0.1% -$1.35K 0.71% 20
2020
Q4 		$988K Sell
13,536
-1,566
-10% -$107K 0.74% 18
2020
Q3 		$961K Buy
15,102
+231
+2% +$14.8K 0.81% 16
2020
Q2 		$905K Sell
14,871
-558
-4% -$32.3K 0.82% 17
2020
Q1 		$825K Buy
15,429
+6,692
+77% +$425K 0.87% 16
2019
Q4 		$607K Buy
+8,737
New +$590K 0.53% 21

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

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

Sunburst Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q2 2026, selling an estimated $1.65K and leaving 14,533 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #43.

Sunburst Financial Group first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sunburst Financial Group held 14,533 shares of iShares MSCI EAFE ETF worth $1.51M as of Q2 2026.
  • Sunburst Financial Group sold 16 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.65K.
  • iShares MSCI EAFE ETF made up 0.24% of Sunburst Financial Group's portfolio in Q2 2026, its #43 holding.
  • Sunburst Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.