Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealth Enhancement Advisory Services’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 		$73.4M Buy
710,193
+18,359
+3% +$1.89M 0.12% 147
2026
Q1 		$67.4M Sell
691,834
-422,223
-38% -$42.2M 0.14% 134
2025
Q4 		$110M Buy
1,114,057
+35,445
+3% +$3.36M 0.15% 121
2025
Q3 		$102M Buy
1,078,612
+35,182
+3% +$3.2M 0.15% 127
2025
Q2 		$93.4M Buy
1,043,430
+47,384
+5% +$4.05M 0.15% 129
2025
Q1 		$81.4M Buy
996,046
+53,670
+6% +$4.33M 0.16% 130
2024
Q4 		$71.3M Buy
942,376
+21,115
+2% +$1.67M 0.14% 147
2024
Q3 		$77M Buy
921,261
+18,844
+2% +$1.52M 0.17% 124
2024
Q2 		$70.7M Buy
902,417
+9,706
+1% +$769K 0.17% 123
2024
Q1 		$71.3M Buy
892,711
+6,802
+0.8% +$520K 0.18% 114
2023
Q4 		$66.8M Buy
885,909
+12,200
+1% +$862K 0.19% 118
2023
Q3 		$60.2M Buy
873,709
+842,728
+2,720% +$60.4M 0.2% 113
2023
Q2 		$2.25M Sell
30,981
-19,639
-39% -$1.43M 0.02% 190
2023
Q1 		$3.62M Sell
50,620
-23,856
-32% -$1.67M 0.04% 158
2022
Q4 		$5.3M Sell
74,476
-1,644
-2% -$103K 0.07% 118
2022
Q3 		$4.33M Buy
76,120
+6,813
+10% +$425K 0.06% 124
2022
Q2 		$4.32M Sell
69,307
-8,045
-10% -$548K 0.06% 143
2022
Q1 		$5.77M Sell
77,352
-22,369
-22% -$1.67M 0.08% 126
2021
Q4 		$7.57M Buy
99,721
+5,758
+6% +$456K 0.11% 86
2021
Q3 		$7.56M Sell
93,963
-63,058
-40% -$5.05M 0.11% 88
2021
Q2 		$12.4M Buy
157,021
+81,771
+109% +$6.5M 0.2% 60
2021
Q1 		$5.81M Buy
75,250
+8,557
+13% +$644K 0.11% 87
2020
Q4 		$4.96M Buy
66,693
+3,635
+6% +$249K 0.11% 75
2020
Q3 		$4.17M Buy
63,058
+4,597
+8% +$294K 0.11% 68
2020
Q2 		$3.75M Sell
58,461
-16,278
-22% -$941K 0.11% 70
2020
Q1 		$4.21M Buy
74,739
+69,382
+1,295% +$4.4M 0.15% 65
2019
Q4 		$372K Buy
5,357
+1,720
+47% +$116K 0.01% 191
2019
Q3 		$238K Buy
+3,637
New +$234K 0.01% 194
2016
Q1 		– Sell
-62,583
Closed -$3.67M – 114
2015
Q4 		$3.67M Buy
+62,583
New +$3.77M 0.93% 27
2015
Q3 		– Sell
-80,179
Closed -$5.09M – 116
2015
Q2 		$5.09M Buy
80,179
+77,018
+2,437% +$5.13M 1.57% 20
2015
Q1 		$203K Sell
3,161
-59,513
-95% -$3.75M 0.08% 105
2014
Q4 		$3.81M Buy
+62,674
New +$3.91M 1.5% 18

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's EFA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2026, buying an estimated $1.89M and bringing the position to 710,193 shares worth $73.4M. The position accounts for 0.12% of the portfolio, ranked #147.

Wealth Enhancement Advisory Services first reported a position in EFA in Q4 2014 and has held it in 32 quarters since. The position peaked at $110M in Q4 2025. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 710,193 shares of iShares MSCI EAFE ETF worth $73.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,359 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.89M.
  • iShares MSCI EAFE ETF made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #147 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 32 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI EAFE ETF position peaked at $110M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.