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

Tilson 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	$662K	Buy	6,370 +70	+1%	+$7.2K	0.18%	51
2026 Q1	$612K	Sell	6,300 -99	-2%	-$9.9K	0.18%	49
2025 Q4	$615K	Sell	6,399 -122	-2%	-$11.6K	0.19%	53
2025 Q3	$609K	Sell	6,521 -126	-2%	-$11.5K	0.2%	49
2025 Q2	$594K	Sell	6,647 -30	-0.4%	-$2.56K	0.22%	45
2025 Q1	$546K	Sell	6,677 -283	-4%	-$22.8K	0.22%	50
2024 Q4	$526K	Hold	6,960	–	–	0.21%	50
2024 Q3	$582K	Buy	+6,960	New	+$560K	0.25%	45
2024 Q2	–	Sell	-6,527	Closed	-$521K	–	43
2024 Q1	$521K	Hold	6,527	–	–	0.28%	49
2023 Q4	$492K	Sell	6,527 -369	-5%	-$26.1K	0.32%	43
2023 Q3	$475K	Buy	+6,896	New	+$494K	0.37%	44
2023 Q2	–	Sell	-7,518	Closed	-$538K	–	35
2023 Q1	$538K	Hold	7,518	–	–	0.44%	39
2022 Q4	$493K	Buy	+7,518	New	+$471K	0.42%	40

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Tilson Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $7.2K and bringing the position to 6,370 shares worth $662K. The position accounts for 0.18% of the portfolio, ranked #51.

Tilson Financial Group first reported a position in EFA in Q4 2022 and has held it in 13 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Tilson Financial Group held 6,370 shares of iShares MSCI EAFE ETF worth $662K as of Q2 2026.
Tilson Financial Group bought 70 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.2K.
iShares MSCI EAFE ETF made up 0.18% of Tilson Financial Group's portfolio in Q2 2026, its #51 holding.
Tilson Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.