World Equity Group’s iShares MSCI EAFE ETF EFA Stock Holding History

World Equity Group’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	$735K	Buy	7,076 +194	+3%	+$20K	0.16%	141
2026 Q1	$668K	Sell	6,882 -384	-5%	-$38.4K	0.17%	144
2025 Q4	$698K	Sell	7,266 -491	-6%	-$46.6K	0.19%	127
2025 Q3	$724K	Sell	7,757 -55	-0.7%	-$5K	0.16%	126
2025 Q2	$698K	Sell	7,812 -6,982	-47%	-$596K	0.19%	121
2025 Q1	$1.21M	Buy	14,794 +7,204	+95%	+$581K	0.35%	70
2024 Q4	$574K	Buy	7,590 +563	+8%	+$44.6K	0.12%	174
2024 Q3	$588K	Sell	7,027 -2,337	-25%	-$188K	0.21%	110
2024 Q2	$733K	Buy	+9,364	New	+$742K	0.22%	120
2023 Q3	–	Sell	-10,235	Closed	-$742K	–	343
2023 Q2	$742K	Buy	10,235 +6,788	+197%	+$493K	0.22%	118
2023 Q1	$291K	Sell	3,447 -4,211	-55%	-$295K	0.04%	383
2022 Q4	$503K	Buy	7,658 +120	+2%	+$7.52K	0.12%	176
2022 Q3	$422K	Buy	7,538 +561	+8%	+$35K	0.11%	187
2022 Q2	$436K	Sell	6,977 -25,551	-79%	-$1.74M	0.11%	205
2022 Q1	$2.39M	Buy	+32,528	New	+$2.43M	0.52%	48

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

World Equity Group's EFA Position: Q2 2026 in Review

World Equity Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q2 2026, buying an estimated $20K and bringing the position to 7,076 shares worth $735K. The position accounts for 0.16% of the portfolio, ranked #141.

World Equity Group first reported a position in EFA in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q1 2022. 584 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

World Equity Group held 7,076 shares of iShares MSCI EAFE ETF worth $735K as of Q2 2026.
World Equity Group bought 194 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20K.
iShares MSCI EAFE ETF made up 0.16% of World Equity Group's portfolio in Q2 2026, its #141 holding.
World Equity Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
World Equity Group's iShares MSCI EAFE ETF position peaked at $2.39M in Q1 2022.
584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.