Y-Intercept (HK)’s iShares MSCI EAFE ETF EFA Stock Holding History

Y-Intercept (HK)’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	–	Sell	-27,502	Closed	-$2.67M	–	1828
2026 Q1	$2.67M	Buy	+27,502	New	+$2.75M	0.05%	586
2025 Q2	–	Sell	-11,119	Closed	-$909K	–	1717
2025 Q1	$909K	Sell	11,119 -10,285	-48%	-$829K	0.06%	440
2024 Q4	$1.62M	Buy	+21,404	New	+$1.7M	0.11%	264
2023 Q4	–	Sell	-16,284	Closed	-$1.12M	–	1334
2023 Q3	$1.12M	Buy	+16,284	New	+$1.17M	0.11%	278
2022 Q4	–	Sell	-40,921	Closed	-$2.29M	–	1078
2022 Q3	$2.29M	Buy	40,921 +27,948	+215%	+$1.74M	0.23%	124
2022 Q2	$811K	Buy	+12,973	New	+$883K	0.11%	279
2021 Q3	–	Sell	-2,636	Closed	-$208K	–	714
2021 Q2	$208K	Buy	+2,636	New	+$209K	0.05%	521

Other funds holding EFA

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Y-Intercept (HK)'s EFA Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 27,502 shares — an estimated $2.67M sold.

Y-Intercept (HK) first reported a position in EFA in Q2 2021 and held it in 7 quarters. The position peaked at $2.67M in Q1 2026. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 27,502 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.67M.
Y-Intercept (HK) first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 7 quarters.
Y-Intercept (HK)'s iShares MSCI EAFE ETF position peaked at $2.67M in Q1 2026.
639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.