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

Uptown 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	$338K	Hold	3,253	–	–	0.22%	60
2026 Q1	$316K	Sell	3,253 -300	-8%	-$30K	0.25%	55
2025 Q4	$341K	Sell	3,553 -46	-1%	-$4.36K	0.24%	54
2025 Q3	$336K	Hold	3,599	–	–	0.28%	53
2025 Q2	$322K	Hold	3,599	–	–	0.28%	52
2025 Q1	$294K	Hold	3,599	–	–	0.3%	48
2024 Q4	$272K	Buy	+3,599	New	+$285K	0.29%	47

Other funds holding EFA

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 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

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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

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

Uptown Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,253 shares worth $338K. The position accounts for 0.22% of the portfolio, ranked #60.

Uptown Financial Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $341K in Q4 2025. 648 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Uptown Financial Advisors held 3,253 shares of iShares MSCI EAFE ETF worth $338K as of Q2 2026.
Uptown Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.22% of Uptown Financial Advisors's portfolio in Q2 2026, its #60 holding.
Uptown Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's iShares MSCI EAFE ETF position peaked at $341K in Q4 2025.
648 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.