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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

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