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USA FINANCIAL FORMULAS’s iShares MSCI EAFE ETF EFA Stock Holding History

USA FINANCIAL FORMULAS’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 		$148K Buy
+1,422
New +$146K 0.03% 160

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

USA FINANCIAL FORMULAS's EFA Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,422 shares worth $148K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings.

1,310 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,422 shares of iShares MSCI EAFE ETF worth $148K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #160 holding.
  • 1,310 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.