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3Chopt Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

3Chopt Investment Partners’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 		$829K Hold
7,984
– – 0.16% 116
2026
Q1 		$775K Hold
7,984
– – 0.18% 102
2025
Q4 		$767K Sell
7,984
-54
-0.7% -$5.12K 0.17% 106
2025
Q3 		$751K Hold
8,038
– – 0.17% 108
2025
Q2 		$719K Buy
8,038
+7,401
+1,162% +$632K 0.17% 110
2025
Q1 		$52.1K Buy
+637
New +$51.3K 0.01% 218
2023
Q1 		– Sell
-1,379
Closed -$90.5K – 177
2022
Q4 		$90.5K Buy
+1,379
New +$86.4K 0.05% 166

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

3Chopt Investment Partners's EFA Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 7,984 shares worth $829K. The position accounts for 0.16% of the portfolio, ranked #116.

3Chopt Investment Partners first reported a position in EFA in Q4 2022 and has held it in 7 quarters since. 1,146 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • 3Chopt Investment Partners held 7,984 shares of iShares MSCI EAFE ETF worth $829K as of Q2 2026.
  • 3Chopt Investment Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.16% of 3Chopt Investment Partners's portfolio in Q2 2026, its #116 holding.
  • 3Chopt Investment Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 7 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.