Windsor Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Windsor Capital Management’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	$1.84M	Sell	17,689 -265	-1%	-$27.3K	0.48%	41
2026 Q1	$1.74M	Sell	17,954 -828	-4%	-$82.8K	0.49%	40
2025 Q4	$1.8M	Sell	18,782 -914	-5%	-$86.7K	0.5%	39
2025 Q3	$1.84M	Sell	19,696 -37	-0.2%	-$3.36K	0.51%	38
2025 Q2	$1.76M	Sell	19,733 -2,404	-11%	-$205K	0.51%	39
2025 Q1	$1.81M	Buy	22,137 +301	+1%	+$24.3K	0.56%	37
2024 Q4	$1.65M	Sell	21,836 -661	-3%	-$52.3K	0.49%	40
2024 Q3	$1.88M	Buy	22,497 +2,842	+14%	+$229K	0.55%	37
2024 Q2	$1.54M	Buy	19,655 +98	+0.5%	+$7.76K	0.48%	39
2024 Q1	$1.56M	Sell	19,557 -264	-1%	-$20.2K	0.48%	41
2023 Q4	$1.49M	Sell	19,821 -347	-2%	-$24.5K	0.49%	40
2023 Q3	$1.39M	Buy	20,168 +279	+1%	+$20K	0.48%	39
2023 Q2	$1.44M	Sell	19,889 -74	-0.4%	-$5.37K	0.48%	39
2023 Q1	$1.43M	Buy	19,963 +900	+5%	+$63K	0.49%	38
2022 Q4	$1.25M	Sell	19,063 -2,070	-10%	-$130K	0.46%	41
2022 Q3	$1.18M	Sell	21,133 -789	-4%	-$49.2K	0.44%	39
2022 Q2	$1.37M	Sell	21,922 -153	-0.7%	-$10.4K	0.49%	39
2022 Q1	$1.62M	Sell	22,075 -488	-2%	-$36.5K	0.51%	38
2021 Q4	$1.77M	Buy	22,563 +1,130	+5%	+$89.5K	0.54%	37
2021 Q3	$1.67M	Sell	21,433 -97	-0.5%	-$7.76K	0.54%	37
2021 Q2	$1.7M	Sell	21,530 -1,387	-6%	-$110K	0.56%	36
2021 Q1	$1.74M	Sell	22,917 -50	-0.2%	-$3.77K	0.6%	35
2020 Q4	$1.68M	Sell	22,967 -160	-0.7%	-$10.9K	0.63%	33
2020 Q3	$1.47M	Sell	23,127 -1,366	-6%	-$87.4K	0.62%	37
2020 Q2	$1.49M	Buy	24,493 +818	+3%	+$47.3K	0.64%	35
2020 Q1	$1.26M	Buy	23,675 +1,325	+6%	+$84.1K	0.64%	37
2019 Q4	$1.55M	Sell	22,350 -781	-3%	-$52.7K	0.65%	39
2019 Q3	$1.51M	Sell	23,131 -142	-0.6%	-$9.15K	0.67%	39
2019 Q2	$1.53M	Sell	23,273 -803	-3%	-$52.5K	0.7%	34
2019 Q1	$1.56M	Buy	24,076 +199	+0.8%	+$12.5K	0.74%	33
2018 Q4	$1.4M	Sell	23,877 -154	-0.6%	-$9.62K	0.73%	34
2018 Q3	$1.63M	Hold	24,031	–	–	0.74%	34
2018 Q2	$1.61M	Sell	24,031 -547	-2%	-$38.4K	0.75%	34
2018 Q1	$1.71M	Sell	24,578 -1,170	-5%	-$83.4K	0.81%	29
2017 Q4	$1.81M	Sell	25,748 -2,697	-9%	-$188K	0.84%	29
2017 Q3	$1.85M	Hold	28,445	–	–	0.94%	26
2017 Q2	$1.85M	Buy	28,445 +473	+2%	+$30.6K	0.93%	26
2017 Q1	$1.74M	Sell	27,972 -724	-3%	-$43.8K	0.9%	27
2016 Q4	$1.66M	Sell	28,696 -2,354	-8%	-$136K	0.89%	30
2016 Q3	$1.84M	Sell	31,050 -1,825	-6%	-$106K	1%	27
2016 Q2	$1.83M	Buy	32,875 +383	+1%	+$22K	1.07%	27
2016 Q1	$1.86M	Sell	32,492 -734	-2%	-$40.5K	1.15%	23
2015 Q4	$1.95M	Sell	33,226 -876	-3%	-$52.8K	1.22%	24
2015 Q3	$1.95M	Sell	34,102 -1,171	-3%	-$72.3K	1.15%	24
2015 Q2	$2.24M	Sell	35,273 -422	-1%	-$28.1K	1.3%	23
2015 Q1	$2.29M	Sell	35,695 -37,541	-51%	-$2.36M	1.32%	25
2014 Q4	$4.46M	Buy	73,236 +2,182	+3%	+$136K	2.51%	11
2014 Q3	$4.56M	Buy	71,054 +5,313	+8%	+$354K	2.59%	11
2014 Q2	$4.5M	Buy	65,741 +4,843	+8%	+$332K	2.52%	11
2014 Q1	$4.09M	Buy	60,898 +6,250	+11%	+$413K	2.43%	14
2013 Q4	$3.67M	Sell	54,648 -2,058	-4%	-$134K	2.15%	14
2013 Q3	$3.62M	Buy	56,706 +4,711	+9%	+$289K	2.09%	14
2013 Q2	$2.98M	Buy	+51,995	New	+$3.14M	1.79%	18

Other funds holding EFA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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

RIM

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

AIFS

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

BFP

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

HNB

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