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

Trinity 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 		$2.14M Buy
20,612
+41
+0.2% +$4.22K 0.55% 28
2026
Q1 		$2M Sell
20,571
-1,745
-8% -$175K 0.57% 28
2025
Q4 		$2.14M Buy
22,316
+70
+0.3% +$6.64K 0.6% 31
2025
Q3 		$2.08M Hold
22,246
– – 0.6% 32
2025
Q2 		$1.99M Buy
22,246
+3,567
+19% +$305K 0.61% 32
2025
Q1 		$1.5M Sell
18,679
-185
-1% -$14.9K 0.54% 28
2024
Q4 		$1.42M Buy
18,864
+2,308
+14% +$183K 0.54% 28
2024
Q3 		$1.1M Sell
16,556
-1,000
-6% -$80.5K 0.49% 27
2024
Q2 		$1.38M Buy
17,556
+51
+0.3% +$4.04K 0.62% 25
2024
Q1 		$1.4M Sell
17,505
-1,825
-9% -$140K 0.63% 23
2023
Q4 		$1.46M Sell
19,330
-1,168
-6% -$82.6K 0.71% 20
2023
Q3 		$1.41M Sell
20,498
-875
-4% -$62.7K 0.75% 20
2023
Q2 		$1.55M Buy
21,373
+898
+4% +$65.2K 0.83% 18
2023
Q1 		$1.46M Hold
20,475
– – 0.9% 15
2022
Q4 		$1.34M Sell
20,475
-2,473
-11% -$155K 0.88% 17
2022
Q3 		$1.28M Sell
22,948
-216
-0.9% -$13.5K 0.93% 18
2022
Q2 		$1.45M Sell
23,164
-5,320
-19% -$362K 1.07% 16
2022
Q1 		$2.1M Buy
28,484
+4,023
+16% +$301K 1.31% 13
2021
Q4 		$1.93M Sell
24,461
-24,803
-50% -$1.96M 1.14% 13
2021
Q3 		$7.55M Buy
49,264
+1,467
+3% +$117K 5.05% 4
2021
Q2 		$7.26M Sell
47,797
-4,954
-9% -$394K 5.09% 4
2021
Q1 		$7.28M Buy
52,751
+32,449
+160% +$2.44M 5.63% 5
2020
Q4 		$1.48M Buy
+20,302
New +$1.39M 1.34% 15

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

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

Trinity Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.2% in Q2 2026, buying an estimated $4.22K and bringing the position to 20,612 shares worth $2.14M. The position accounts for 0.55% of the portfolio, ranked #28.

Trinity Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.55M in Q3 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Trinity Financial Advisors held 20,612 shares of iShares MSCI EAFE ETF worth $2.14M as of Q2 2026.
  • Trinity Financial Advisors bought 41 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.22K.
  • iShares MSCI EAFE ETF made up 0.55% of Trinity Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Trinity Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Trinity Financial Advisors's iShares MSCI EAFE ETF position peaked at $7.55M in Q3 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.