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Willner & Heller’s iShares MSCI EAFE ETF EFA Stock Holding History

Willner & Heller’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 		$325K Buy
3,131
+48
+2% +$4.94K 0.2% 130
2026
Q1 		$299K Hold
3,083
– – 0.22% 130
2025
Q4 		$296K Buy
3,083
+55
+2% +$5.22K 0.21% 134
2025
Q3 		$283K Buy
3,028
+130
+4% +$11.8K 0.22% 134
2025
Q2 		$259K Buy
2,898
+50
+2% +$4.27K 0.22% 129
2025
Q1 		$233K Hold
2,848
– – 0.22% 137
2024
Q4 		$215K Buy
2,848
+39
+1% +$3.09K 0.19% 146
2024
Q3 		$235K Hold
2,809
– – 0.21% 136
2024
Q2 		$220K Buy
2,809
+50
+2% +$3.96K 0.21% 136
2024
Q1 		$220K Hold
2,759
– – 0.22% 132
2023
Q4 		$208K Buy
+2,759
New +$195K 0.23% 129
2022
Q2 		– Sell
-2,701
Closed -$213K – 123
2022
Q1 		$213K Buy
2,701
+46
+2% +$3.44K 0.26% 134
2021
Q4 		$207K Buy
+2,655
New +$210K 0.28% 136

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
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

Willner & Heller's EFA Position: Q2 2026 in Review

Willner & Heller increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $4.94K and bringing the position to 3,131 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #130.

Willner & Heller first reported a position in EFA in Q4 2021 and has held it in 13 quarters since. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Willner & Heller held 3,131 shares of iShares MSCI EAFE ETF worth $325K as of Q2 2026.
  • Willner & Heller bought 48 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.94K.
  • iShares MSCI EAFE ETF made up 0.2% of Willner & Heller's portfolio in Q2 2026, its #130 holding.
  • Willner & Heller first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.