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United Asset Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

United Asset Strategies’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 		$339K Sell
3,260
-141
-4% -$14.5K 0.02% 232
2026
Q1 		$330K Hold
3,401
– – 0.03% 222
2025
Q4 		$327K Sell
3,401
-1,103
-24% -$105K 0.03% 221
2025
Q3 		$421K Sell
4,504
-532
-11% -$48.4K 0.03% 203
2025
Q2 		$450K Sell
5,036
-1,483
-23% -$127K 0.04% 197
2025
Q1 		$533K Sell
6,519
-9,701
-60% -$782K 0.05% 188
2024
Q4 		$1.23M Sell
16,220
-115,251
-88% -$9.13M 0.11% 127
2024
Q3 		$11M Sell
131,471
-8,741
-6% -$703K 1.02% 32
2024
Q2 		$11M Buy
140,212
+2,376
+2% +$188K 1.08% 33
2024
Q1 		$11M Buy
137,836
+3,333
+2% +$255K 1.1% 34
2023
Q4 		$10.1M Sell
134,503
-3,436
-2% -$243K 1.14% 33
2023
Q3 		$9.51M Buy
137,939
+1,665
+1% +$119K 1.23% 25
2023
Q2 		$9.88M Buy
136,274
+132,325
+3,351% +$9.61M 1.23% 26
2023
Q1 		$284K Buy
+3,949
New +$276K 0.04% 198
2018
Q4 		– Sell
-2,947
Closed -$200K – 194
2018
Q3 		$200K Sell
2,947
-3,385
-53% -$229K 0.05% 196
2018
Q2 		$424K Sell
6,332
-1,145
-15% -$80.3K 0.11% 153
2018
Q1 		$521K Sell
7,477
-3,059
-29% -$218K 0.15% 117
2017
Q4 		$741K Buy
10,536
+5
+0% +$348 0.2% 104
2017
Q3 		$721K Sell
10,531
-6,349
-38% -$424K 0.41% 57
2017
Q2 		$1.1M Buy
+16,880
New +$1.09M 0.33% 74
2016
Q3 		– Sell
-5,825
Closed -$325K – 141
2016
Q2 		$325K Sell
5,825
-836
-13% -$48.1K 0.12% 105
2016
Q1 		$381K Sell
6,661
-2,569
-28% -$142K 0.17% 89
2015
Q4 		$542K Buy
9,230
+5,475
+146% +$330K 0.24% 82
2015
Q3 		$215K Buy
+3,755
New +$232K 0.1% 119

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

United Asset Strategies's EFA Position: Q2 2026 in Review

United Asset Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 4.1% in Q2 2026, selling an estimated $14.5K and leaving 3,260 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #232.

United Asset Strategies first reported a position in EFA in Q3 2015 and has held it in 24 quarters since. The position peaked at $11M in Q1 2024. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • United Asset Strategies held 3,260 shares of iShares MSCI EAFE ETF worth $339K as of Q2 2026.
  • United Asset Strategies sold 141 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.5K.
  • iShares MSCI EAFE ETF made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #232 holding.
  • United Asset Strategies first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 24 quarters since.
  • United Asset Strategies's iShares MSCI EAFE ETF position peaked at $11M in Q1 2024.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.