Verum Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Verum Partners’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	$559K	Buy	5,378 +1,118	+26%	+$115K	0.08%	112
2026 Q1	$414K	Hold	4,260	–	–	0.08%	115
2025 Q4	$409K	Sell	4,260 -169	-4%	-$16K	0.08%	111
2025 Q3	$414K	Sell	4,429 -1	-0%	-$91	0.09%	112
2025 Q2	$396K	Buy	4,430 +1	+0%	+$85	0.09%	115
2025 Q1	$362K	Hold	4,429	–	–	0.1%	109
2024 Q4	$335K	Hold	4,429	–	–	0.1%	113
2024 Q3	$370K	Hold	4,429	–	–	0.11%	108
2024 Q2	$347K	Sell	4,429 -25	-0.6%	-$1.98K	0.11%	106
2024 Q1	$356K	Sell	4,454 -9	-0.2%	-$688	0.13%	102
2023 Q4	$336K	Sell	4,463 -202	-4%	-$14.3K	0.13%	98
2023 Q3	$322K	Buy	4,665 +62	+1%	+$4.44K	0.14%	98
2023 Q2	$334K	Buy	4,603 +4	+0.1%	+$290	0.3%	65
2023 Q1	$329K	Hold	4,599	–	–	0.35%	47
2022 Q4	$302K	Buy	+4,599	New	+$288K	0.37%	51

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

Verum Partners's EFA Position: Q2 2026 in Review

Verum Partners increased its iShares MSCI EAFE ETF (EFA) stake by 26% in Q2 2026, buying an estimated $115K and bringing the position to 5,378 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #112.

Verum Partners first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Verum Partners held 5,378 shares of iShares MSCI EAFE ETF worth $559K as of Q2 2026.
Verum Partners bought 1,118 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $115K.
iShares MSCI EAFE ETF made up 0.08% of Verum Partners's portfolio in Q2 2026, its #112 holding.
Verum Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.