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
2022 Q1	–	Sell	-1,000	Closed	-$79K	–	429
2021 Q4	$79K	Hold	1,000	–	–	﹤0.01%	403
2021 Q3	$78K	Sell	1,000 -1,000	-50%	-$80K	﹤0.01%	389
2021 Q2	$158K	Hold	2,000	–	–	﹤0.01%	385
2021 Q1	$152K	Hold	2,000	–	–	﹤0.01%	372
2020 Q4	$146K	Sell	2,000 -800	-29%	-$54.7K	﹤0.01%	341
2020 Q3	$179K	Buy	2,800 +1,000	+56%	+$64K	﹤0.01%	288
2020 Q2	$110K	Hold	1,800	–	–	﹤0.01%	274
2020 Q1	$97K	Hold	1,800	–	–	﹤0.01%	229
2019 Q4	$126K	Buy	+1,800	New	+$122K	﹤0.01%	236

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

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.