Tobias Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Tobias Financial Advisors’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	$2.38M	Sell	22,933 -3,786	-14%	-$389K	0.3%	44
2026 Q1	$2.6M	Sell	26,719 -2,050	-7%	-$205K	0.36%	43
2025 Q4	$2.76M	Sell	28,769 -2,217	-7%	-$210K	0.39%	44
2025 Q3	$2.89M	Sell	30,986 -490	-2%	-$44.5K	0.44%	43
2025 Q2	$2.81M	Sell	31,476 -3,168	-9%	-$270K	0.48%	41
2025 Q1	$2.83M	Sell	34,644 -66	-0.2%	-$5.32K	0.55%	34
2024 Q4	$2.62M	Sell	34,710 -898	-3%	-$71.1K	0.53%	35
2024 Q3	$2.98M	Buy	35,608 +10,528	+42%	+$847K	0.6%	33
2024 Q2	$1.96M	Buy	25,080 +333	+1%	+$26.4K	0.42%	35
2024 Q1	$1.98M	Sell	24,747 -31	-0.1%	-$2.37K	0.45%	37
2023 Q4	$1.87M	Buy	24,778 +1,548	+7%	+$109K	0.45%	35
2023 Q3	$1.6M	Sell	23,230 -461	-2%	-$33K	0.42%	43
2023 Q2	$1.72M	Buy	23,691 +200	+0.9%	+$14.5K	0.46%	40
2023 Q1	$1.68M	Buy	23,491 +2,277	+11%	+$159K	0.49%	38
2022 Q4	$1.39M	Sell	21,214 -2,959	-12%	-$185K	0.46%	40
2022 Q3	$1.35M	Sell	24,173 -37,196	-61%	-$2.32M	0.48%	39
2022 Q2	$3.83M	Buy	61,369 +16,416	+37%	+$1.12M	1.29%	22
2022 Q1	$3.31M	Buy	+44,953	New	+$3.36M	1.14%	22
2021 Q4	–	Sell	-5,095	Closed	-$397K	–	79
2021 Q3	$397K	Sell	5,095 -120	-2%	-$9.6K	0.15%	53
2021 Q2	$411K	Buy	5,215 +104	+2%	+$8.26K	0.16%	53
2021 Q1	$388K	Sell	5,111 -1,264	-20%	-$95.2K	0.16%	52
2020 Q4	$465K	Sell	6,375 -184	-3%	-$12.6K	0.21%	49
2020 Q3	$417K	Sell	6,559 -58	-0.9%	-$3.71K	0.23%	49
2020 Q2	$403K	Sell	6,617 -14,936	-69%	-$864K	0.24%	48
2020 Q1	$1.15M	Buy	21,553 +1	+0%	+$63	0.83%	24
2019 Q4	$1.5M	Buy	+21,552	New	+$1.46M	0.96%	22

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

Tobias Financial Advisors's EFA Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, selling an estimated $389K and leaving 22,933 shares worth $2.38M. The position accounts for 0.3% of the portfolio, ranked #44.

Tobias Financial Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.83M in Q2 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Tobias Financial Advisors held 22,933 shares of iShares MSCI EAFE ETF worth $2.38M as of Q2 2026.
Tobias Financial Advisors sold 3,786 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $389K.
iShares MSCI EAFE ETF made up 0.3% of Tobias Financial Advisors's portfolio in Q2 2026, its #44 holding.
Tobias Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's iShares MSCI EAFE ETF position peaked at $3.83M in Q2 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.