Valley Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Valley Financial Group’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 Q1	$490K	Buy	5,046 +90	+2%	+$9.01K	0.26%	35
2025 Q4	$476K	Buy	4,956 +118	+2%	+$11.2K	0.27%	36
2025 Q3	$452K	Buy	4,838 +892	+23%	+$81.1K	0.26%	38
2025 Q2	$353K	Hold	3,946	–	–	0.21%	40
2025 Q1	$323K	Hold	3,946	–	–	0.21%	41
2024 Q4	$298K	Hold	3,946	–	–	0.21%	44
2024 Q3	$330K	Hold	3,946	–	–	0.23%	43
2024 Q2	$309K	Hold	3,946	–	–	0.23%	42
2024 Q1	$315K	Sell	3,946 -1,783	-31%	-$136K	0.24%	40
2023 Q4	$432K	Buy	+5,729	New	+$405K	0.34%	37

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valley Financial Group's EFA Position: Q1 2026 in Review

Valley Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q1 2026, buying an estimated $9.01K and bringing the position to 5,046 shares worth $490K. The position accounts for 0.26% of the portfolio, ranked #35.

Valley Financial Group first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Valley Financial Group held 5,046 shares of iShares MSCI EAFE ETF worth $490K as of Q1 2026.
Valley Financial Group bought 90 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $9.01K.
iShares MSCI EAFE ETF made up 0.26% of Valley Financial Group's portfolio in Q1 2026, its #35 holding.
Valley Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.