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Zhang Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Zhang Financial’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 		$1.67M Sell
16,049
-500
-3% -$51.4K 0.05% 153
2026
Q1 		$1.61M Buy
16,549
+151
+0.9% +$15.1K 0.06% 150
2025
Q4 		$1.57M Buy
16,398
+198
+1% +$18.8K 0.06% 146
2025
Q3 		$1.51M Buy
16,200
+542
+3% +$49.3K 0.06% 145
2025
Q2 		$1.4M Buy
15,658
+528
+3% +$45.1K 0.06% 139
2025
Q1 		$1.24M Sell
15,130
-445
-3% -$35.9K 0.07% 142
2024
Q4 		$1.18M Buy
15,575
+1,184
+8% +$93.8K 0.07% 139
2024
Q3 		$1.2M Sell
14,391
-189
-1% -$15.2K 0.08% 134
2024
Q2 		$1.14M Buy
14,580
+3
+0% +$238 0.08% 129
2024
Q1 		$1.16M Sell
14,577
-1,360
-9% -$104K 0.09% 130
2023
Q4 		$1.2M Buy
15,937
+2
+0% +$141 0.1% 112
2023
Q3 		$1.1M Sell
15,935
-1,659
-9% -$119K 0.11% 105
2023
Q2 		$1.27M Buy
17,594
+1,567
+10% +$114K 0.13% 94
2023
Q1 		$1.15M Hold
16,027
– – 0.13% 96
2022
Q4 		$1.05M Buy
16,027
+2
+0% +$125 0.13% 92
2022
Q3 		$897K Buy
16,025
+229
+1% +$14.3K 0.14% 84
2022
Q2 		$987K Buy
15,796
+303
+2% +$20.6K 0.16% 80
2022
Q1 		$1.14M Buy
15,493
+5,507
+55% +$412K 0.19% 72
2021
Q4 		$786K Buy
9,986
+274
+3% +$21.7K 0.14% 93
2021
Q3 		$758K Hold
9,712
– – 0.18% 70
2021
Q2 		$766K Sell
9,712
-261
-3% -$20.7K 0.19% 61
2021
Q1 		$757K Hold
9,973
– – 0.2% 55
2020
Q4 		$728K Sell
9,973
-284
-3% -$19.4K 0.22% 45
2020
Q3 		$653K Buy
10,257
+1,075
+12% +$68.8K 0.24% 43
2020
Q2 		$559K Sell
9,182
-46
-0.5% -$2.66K 0.22% 48
2020
Q1 		$493K Sell
9,228
-4,811
-34% -$305K 0.22% 49
2019
Q4 		$975K Buy
14,039
+3,739
+36% +$253K 0.37% 35
2019
Q3 		$672K Sell
10,300
-348
-3% -$22.4K 0.28% 44
2019
Q2 		$700K Sell
10,648
-63
-0.6% -$4.12K 0.29% 41
2019
Q1 		$695K Hold
10,711
– – 0.3% 40
2018
Q4 		$630K Sell
10,711
-330
-3% -$20.6K 0.3% 43
2018
Q3 		$752K Hold
11,041
– – 0.36% 35
2018
Q2 		$733K Sell
11,041
-905
-8% -$63.5K 0.37% 36
2018
Q1 		$821K Sell
11,946
-43
-0.4% -$3.07K 0.43% 32
2017
Q4 		$867K Sell
11,989
-842
-7% -$58.5K 0.42% 32
2017
Q3 		$878K Buy
12,831
+28
+0.2% +$1.87K 0.45% 32
2017
Q2 		$832K Buy
12,803
+814
+7% +$52.7K 0.44% 36
2017
Q1 		$867K Sell
11,989
-4,622
-28% -$279K 0.43% 32
2016
Q4 		$987K Sell
16,611
-3,070
-16% -$177K 0.54% 29
2016
Q3 		$1.16M Sell
19,681
-787
-4% -$45.6K 0.64% 24
2016
Q2 		$1.14M Buy
20,468
+612
+3% +$35.2K 0.63% 25
2016
Q1 		$1.14M Hold
19,856
– – 0.64% 24
2015
Q4 		$1.17M Sell
19,856
-1,057
-5% -$63.7K 0.7% 24
2015
Q3 		$1.2M Buy
20,913
+270
+1% +$16.7K 0.76% 22
2015
Q2 		$1.31M Hold
20,643
– – 0.84% 20
2015
Q1 		$1.32M Sell
20,643
-236
-1% -$14.9K 0.83% 22
2014
Q4 		$1.27M Buy
20,879
+4
+0% +$250 0.83% 21
2014
Q3 		$1.34M Buy
20,875
+11
+0.1% +$734 0.91% 21
2014
Q2 		$1.43M Sell
20,864
-552
-3% -$37.8K 0.96% 20
2014
Q1 		$1.44M Hold
21,416
– – 1.03% 20
2013
Q4 		$1.44M Buy
21,416
+4
+0% +$261 1.09% 18
2013
Q3 		$1.37M Buy
21,412
+9
+0% +$551 1.1% 18
2013
Q2 		$1.23M Buy
+21,403
New +$1.29M 1.05% 18

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Zhang Financial's EFA Position: Q2 2026 in Review

Zhang Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 3% in Q2 2026, selling an estimated $51.4K and leaving 16,049 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #153.

Zhang Financial first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Zhang Financial held 16,049 shares of iShares MSCI EAFE ETF worth $1.67M as of Q2 2026.
  • Zhang Financial sold 500 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $51.4K.
  • iShares MSCI EAFE ETF made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #153 holding.
  • Zhang Financial first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.