Toth Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Toth Financial Advisory’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	$34.8K	Sell	335 -91	-21%	-$9.36K	﹤0.01%	428
2026 Q1	$41.4K	Hold	426	–	–	﹤0.01%	381
2025 Q4	$40.9K	Buy	+426	New	+$40.4K	﹤0.01%	384
2022 Q3	–	Sell	-16	Closed	-$1K	–	753
2022 Q2	$1K	Sell	16 -118	-88%	-$8.03K	﹤0.01%	639
2022 Q1	$10K	Sell	134 -19	-12%	-$1.42K	﹤0.01%	472
2021 Q4	$12K	Buy	153 +46	+43%	+$3.64K	﹤0.01%	472
2021 Q3	$8K	Sell	107 -43	-29%	-$3.44K	﹤0.01%	507
2021 Q2	$12K	Buy	150 +118	+369%	+$9.37K	﹤0.01%	436
2021 Q1	$2K	Buy	+32	New	+$2.41K	﹤0.01%	583
2020 Q3	–	Sell	-15	Closed	-$1K	–	563
2020 Q2	$1K	Buy	+15	New	+$867	﹤0.01%	501
2019 Q3	–	Sell	-400	Closed	-$26K	–	476
2019 Q2	$26K	Hold	400	–	–	0.01%	256
2019 Q1	$26K	Hold	400	–	–	0.01%	245
2018 Q4	$24K	Hold	400	–	–	0.01%	226
2018 Q3	$27K	Hold	400	–	–	0.01%	237
2018 Q2	$27K	Hold	400	–	–	0.01%	246
2018 Q1	$28K	Hold	400	–	–	0.01%	241
2017 Q4	$28K	Buy	+400	New	+$27.8K	0.01%	249

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

Toth Financial Advisory's EFA Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 21% in Q2 2026, selling an estimated $9.36K and leaving 335 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Toth Financial Advisory first reported a position in EFA in Q4 2017 and has held it in 17 quarters since. The position peaked at $41.4K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Toth Financial Advisory held 335 shares of iShares MSCI EAFE ETF worth $34.8K as of Q2 2026.
Toth Financial Advisory sold 91 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.36K.
iShares MSCI EAFE ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #428 holding.
Toth Financial Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 17 quarters since.
Toth Financial Advisory's iShares MSCI EAFE ETF position peaked at $41.4K in Q1 2026.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.