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Wealthcare Advisory Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthcare Advisory 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 		$6.62M Sell
63,743
-58,832
-48% -$6.05M 0.13% 147
2026
Q1 		$11.9M Buy
122,575
+257
+0.2% +$25.7K 0.23% 91
2025
Q4 		$11.7M Buy
122,318
+4,002
+3% +$380K 0.23% 92
2025
Q3 		$11M Buy
118,316
+13,622
+13% +$1.24M 0.23% 89
2025
Q2 		$9.36M Buy
104,694
+16,847
+19% +$1.44M 0.21% 95
2025
Q1 		$7.18M Buy
87,847
+366
+0.4% +$29.5K 0.19% 101
2024
Q4 		$6.61M Buy
87,481
+5,264
+6% +$417K 0.18% 104
2024
Q3 		$6.88M Buy
82,217
+294
+0.4% +$23.7K 0.2% 97
2024
Q2 		$6.42M Buy
81,923
+756
+0.9% +$59.9K 0.2% 90
2024
Q1 		$6.48M Buy
81,167
+15,580
+24% +$1.19M 0.21% 85
2023
Q4 		$4.94M Buy
65,587
+22,478
+52% +$1.59M 0.2% 92
2023
Q3 		$2.97M Sell
43,109
-384
-0.9% -$27.5K 0.14% 129
2023
Q2 		$3.15M Sell
43,493
-8,270
-16% -$601K 0.14% 126
2023
Q1 		$3.7M Buy
51,763
+1,737
+3% +$121K 0.16% 111
2022
Q4 		$3.28M Sell
50,026
-51,782
-51% -$3.24M 0.16% 110
2022
Q3 		$5.7M Buy
101,808
+86,717
+575% +$5.4M 0.33% 66
2022
Q2 		$943K Buy
15,091
+442
+3% +$30.1K 0.06% 218
2022
Q1 		$1.08M Sell
14,649
-4,750
-24% -$355K 0.07% 183
2021
Q4 		$1.53M Buy
19,399
+4,932
+34% +$391K 0.09% 136
2021
Q3 		$1.13M Sell
14,467
-340
-2% -$27.2K 0.07% 171
2021
Q2 		$1.17M Sell
14,807
-463
-3% -$36.8K 0.08% 173
2021
Q1 		$1.16M Sell
15,270
-3,327
-18% -$251K 0.08% 155
2020
Q4 		$1.36M Buy
18,597
+3,004
+19% +$205K 0.12% 108
2020
Q3 		$993K Sell
15,593
-312
-2% -$20K 0.11% 121
2020
Q2 		$968K Sell
15,905
-3,736
-19% -$216K 0.12% 106
2020
Q1 		$1.05M Sell
19,641
-104,489
-84% -$6.63M 0.15% 83
2019
Q4 		$8.62M Sell
124,130
-2,781
-2% -$188K 1.1% 16
2019
Q3 		$8.28M Sell
126,911
-20,564
-14% -$1.33M 1.2% 16
2019
Q2 		$9.69M Sell
147,475
-2,769
-2% -$181K 1.54% 15
2019
Q1 		$9.74M Sell
150,244
-10,099
-6% -$636K 1.66% 15
2018
Q4 		$9.43M Buy
160,343
+142,938
+821% +$8.93M 1.83% 12
2018
Q3 		$1.18M Buy
17,405
+148
+0.9% +$9.99K 0.22% 64
2018
Q2 		$1.16M Buy
17,257
+1,701
+11% +$119K 0.23% 61
2018
Q1 		$1.08M Sell
15,556
-1,434
-8% -$102K 0.24% 56
2017
Q4 		$1.2M Buy
16,990
+1,734
+11% +$121K 0.31% 46
2017
Q3 		$1.04M Buy
15,256
+13,671
+863% +$914K 0.31% 44
2017
Q2 		$103K Buy
1,585
+1,115
+237% +$72.1K 0.05% 37
2017
Q1 		$29K Hold
470
– – 0.02% 53
2016
Q4 		$27K Sell
470
-55
-10% -$3.17K 0.02% 58
2016
Q3 		$31K Hold
525
– – 0.02% 40
2016
Q2 		$29K Buy
+525
New +$30.2K 0.02% 60

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealthcare Advisory Partners's EFA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 48% in Q2 2026, selling an estimated $6.05M and leaving 63,743 shares worth $6.62M. The position accounts for 0.13% of the portfolio, ranked #147.

Wealthcare Advisory Partners first reported a position in EFA in Q2 2016 and has held it in 41 quarters since. The position peaked at $11.9M in Q1 2026. 532 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wealthcare Advisory Partners held 63,743 shares of iShares MSCI EAFE ETF worth $6.62M as of Q2 2026.
  • Wealthcare Advisory Partners sold 58,832 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.05M.
  • iShares MSCI EAFE ETF made up 0.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #147 holding.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's iShares MSCI EAFE ETF position peaked at $11.9M in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.