STACKSTONE WEALTH, LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$247K	Buy	+2,382	New	+$252K	0.02%	302

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EFA Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 2,382 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings.

582 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,382 shares of iShares MSCI EAFE ETF worth $247K as of Q3 2026.
iShares MSCI EAFE ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI EAFE ETF made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #302 holding.
582 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.