Valmark Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Valmark Advisers’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
2021 Q3	–	Sell	-1,000	Closed	-$79K	–	401
2021 Q2	$79K	Hold	1,000	–	–	﹤0.01%	390
2021 Q1	$76K	Hold	1,000	–	–	﹤0.01%	377
2020 Q4	$73K	Hold	1,000	–	–	﹤0.01%	344
2020 Q3	$64K	Buy	+1,000	New	+$64K	﹤0.01%	294

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Valmark Advisers's EFA Position: Q2 2026 in Review

Valmark Advisers increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, buying an estimated $464K and bringing the position to 323,896 shares worth $33.6M. The position accounts for 0.36% of the portfolio, ranked #50.

Valmark Advisers first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $78.9M in Q4 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Valmark Advisers held 323,896 shares of iShares MSCI EAFE ETF worth $33.6M as of Q2 2026.
Valmark Advisers bought 4,508 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $464K.
iShares MSCI EAFE ETF made up 0.36% of Valmark Advisers's portfolio in Q2 2026, its #50 holding.
Valmark Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
Valmark Advisers's iShares MSCI EAFE ETF position peaked at $78.9M in Q4 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.