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TFC Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TFC Financial Management’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 		$1.73M Buy
16,694
+1,350
+9% +$139K 0.19% 41
2026
Q1 		$1.49M Hold
15,344
– – 0.18% 41
2025
Q4 		$1.47M Buy
15,344
+2,000
+15% +$190K 0.18% 42
2025
Q3 		$1.25M Hold
13,344
– – 0.16% 44
2025
Q2 		$1.19M Buy
13,344
+6,627
+99% +$566K 0.16% 43
2025
Q1 		$549K Hold
6,717
– – 0.08% 67
2024
Q4 		$508K Hold
6,717
– – 0.08% 69
2024
Q3 		$562K Hold
6,717
– – 0.09% 66
2024
Q2 		$526K Hold
6,717
– – 0.09% 69
2024
Q1 		$536K Sell
6,717
-72
-1% -$5.51K 0.1% 68
2023
Q4 		$512K Buy
6,789
+72
+1% +$5.09K 0.1% 66
2023
Q3 		$463K Hold
6,717
– – 0.11% 65
2023
Q2 		$487K Hold
6,717
– – 0.12% 64
2023
Q1 		$480K Sell
6,717
-1,727
-20% -$121K 0.12% 63
2022
Q4 		$554K Buy
8,444
+7
+0.1% +$439 0.16% 52
2022
Q3 		$473K Buy
8,437
+1,720
+26% +$107K 0.15% 54
2022
Q2 		$420K Buy
6,717
+6,588
+5,107% +$448K 0.13% 59
2022
Q1 		$9K Hold
129
– – ﹤0.01% 316
2021
Q4 		$10K Hold
129
– – ﹤0.01% 336
2021
Q3 		$10K Hold
129
– – ﹤0.01% 333
2021
Q2 		$10K Buy
+129
New +$10.2K ﹤0.01% 319

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

TFC Financial Management's EFA Position: Q2 2026 in Review

TFC Financial Management increased its iShares MSCI EAFE ETF (EFA) stake by 8.8% in Q2 2026, buying an estimated $139K and bringing the position to 16,694 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #41.

TFC Financial Management first reported a position in EFA in Q2 2021 and has held it in 21 quarters since. 1,151 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • TFC Financial Management held 16,694 shares of iShares MSCI EAFE ETF worth $1.73M as of Q2 2026.
  • TFC Financial Management bought 1,350 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $139K.
  • iShares MSCI EAFE ETF made up 0.19% of TFC Financial Management's portfolio in Q2 2026, its #41 holding.
  • TFC Financial Management first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,151 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.