Valmark Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31M | Sell |
319,388
-501,946
| -61% | -$50.2M | 0.37% | 47 |
|
|
2025
Q4 | $78.9M | Buy |
821,334
+1,469
| +0.2% | +$139K | 0.97% | 22 |
|
|
2025
Q3 | $76.6M | Buy |
819,865
+13,149
| +2% | +$1.2M | 0.99% | 22 |
|
|
2025
Q2 | $72.1M | Buy |
806,716
+15,227
| +2% | +$1.3M | 1% | 22 |
|
|
2025
Q1 | $64.7M | Buy |
791,489
+14,203
| +2% | +$1.14M | 0.98% | 22 |
|
|
2024
Q4 | $58.8M | Buy |
777,286
+22,439
| +3% | +$1.78M | 0.91% | 25 |
|
|
2024
Q3 | $63.1M | Buy |
754,847
+13,867
| +2% | +$1.12M | 0.99% | 25 |
|
|
2024
Q2 | $58M | Sell |
740,980
-4,749
| -0.6% | -$376K | 0.99% | 26 |
|
|
2024
Q1 | $59.6M | Buy |
745,729
+12,230
| +2% | +$935K | 1.04% | 25 |
|
|
2023
Q4 | $55.3M | Buy |
733,499
+36,639
| +5% | +$2.59M | 1.03% | 27 |
|
|
2023
Q3 | $48M | Buy |
696,860
+28,191
| +4% | +$2.02M | 1% | 28 |
|
|
2023
Q2 | $48.5M | Buy |
668,669
+35,417
| +6% | +$2.57M | 0.99% | 28 |
|
|
2023
Q1 | $45.3M | Buy |
633,252
+9,686
| +2% | +$677K | 0.98% | 30 |
|
|
2022
Q4 | $40.9M | Buy |
623,566
+3,980
| +0.6% | +$249K | 0.94% | 30 |
|
|
2022
Q3 | $34.7M | Buy |
619,586
+17,583
| +3% | +$1.1M | 0.7% | 31 |
|
|
2022
Q2 | $37.6M | Buy |
602,003
+50,888
| +9% | +$3.46M | 0.73% | 30 |
|
|
2022
Q1 | $40.6M | Buy |
551,115
+26,413
| +5% | +$1.98M | 0.71% | 30 |
|
|
2021
Q4 | $41.3M | Buy |
524,702
+22,711
| +5% | +$1.8M | 0.71% | 28 |
|
|
2021
Q3 | $39.2M | Buy |
501,991
+70,781
| +16% | +$5.66M | 0.72% | 28 |
|
|
2021
Q2 | $34M | Buy |
431,210
+399,055
| +1,241% | +$31.7M | 0.62% | 29 |
|
|
2021
Q1 | $2.44M | Sell |
32,155
-38
| -0.1% | -$2.86K | 0.05% | 95 |
|
|
2020
Q4 | $2.35M | Sell |
32,193
-2,566
| -7% | -$175K | 0.05% | 94 |
|
|
2020
Q3 | $2.21M | Sell |
34,759
-705
| -2% | -$45.1K | 0.05% | 83 |
|
|
2020
Q2 | $2.16M | Sell |
35,464
-2,525
| -7% | -$146K | 0.05% | 76 |
|
|
2020
Q1 | $2.03M | Sell |
37,989
-32
| -0.1% | -$2.03K | 0.05% | 67 |
|
|
2019
Q4 | $2.64M | Buy |
38,021
+7,733
| +26% | +$522K | 0.06% | 55 |
|
|
2019
Q3 | $1.98M | Buy |
30,288
+207
| +0.7% | +$13.3K | 0.04% | 68 |
|
|
2019
Q2 | $1.98M | Buy |
30,081
+1,144
| +4% | +$74.9K | 0.04% | 63 |
|
|
2019
Q1 | $1.88M | Buy |
28,937
+1,140
| +4% | +$71.8K | 0.04% | 61 |
|
|
2018
Q4 | $1.63M | Buy |
27,797
+1,347
| +5% | +$84.1K | 0.04% | 59 |
|
|
2018
Q3 | $1.8M | Buy |
26,450
+535
| +2% | +$36.1K | 0.04% | 53 |
|
|
2018
Q2 | $1.74M | Buy |
25,915
+885
| +4% | +$62K | 0.04% | 55 |
|
|
2018
Q1 | $1.74M | Buy |
25,030
+873
| +4% | +$62.2K | 0.04% | 57 |
|
|
2017
Q4 | $1.7M | Buy |
+24,157
| New | +$1.68M | 0.04% | 56 |
|
Other funds holding EFA
NMIMC
Valmark Advisers's EFA Position: Q1 2026 in Review
Valmark Advisers reduced its iShares MSCI EAFE ETF (EFA) stake by 61% in Q1 2026, selling an estimated $50.2M and leaving 319,388 shares worth $31M. The position accounts for 0.37% of the portfolio, ranked #47.
Valmark Advisers first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $78.9M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Valmark Advisers held 319,388 shares of iShares MSCI EAFE ETF worth $31M as of Q1 2026.
- Valmark Advisers sold 501,946 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $50.2M.
- iShares MSCI EAFE ETF made up 0.37% of Valmark Advisers's portfolio in Q1 2026, its #47 holding.
- Valmark Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Valmark Advisers's iShares MSCI EAFE ETF position peaked at $78.9M in Q4 2025.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.