William Mack & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

William Mack & Associates’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	$248K	Buy	2,389 +2	+0.1%	+$206	0.09%	95
2026 Q1	$232K	Sell	2,387 -30	-1%	-$3K	0.13%	65
2025 Q4	$232K	Sell	2,417 -61	-2%	-$5.79K	0.11%	76
2025 Q3	$231K	Hold	2,478	–	–	0.12%	75
2025 Q2	$222K	Buy	2,478 +4	+0.2%	+$342	0.14%	76
2025 Q1	$202K	Buy	+2,474	New	+$199K	0.17%	70

Other funds holding EFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return