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Aaron Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Aaron Wealth Advisors’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 		$6.47M Sell
62,321
-785
-1% -$83.1K 0.32% 37
2026
Q2 		$6.56M Hold
63,106
– – 0.33% 39
2026
Q1 		$6.13M Sell
63,106
-193
-0.3% -$19.3K 0.35% 35
2025
Q4 		$6.08M Sell
63,299
-34
-0.1% -$3.23K 0.33% 36
2025
Q3 		$5.91M Sell
63,333
-9,275
-13% -$843K 0.35% 35
2025
Q2 		$6.49M Hold
72,608
– – 0.66% 26
2025
Q1 		$5.93M Sell
72,608
-2,346
-3% -$189K 0.68% 22
2024
Q4 		$5.67M Buy
74,954
+136
+0.2% +$10.8K 0.66% 25
2024
Q3 		$6.26M Sell
74,818
-39
-0.1% -$3.14K 0.75% 20
2024
Q2 		$5.86M Buy
74,857
+5,583
+8% +$442K 0.81% 19
2024
Q1 		$5.53M Hold
69,274
– – 0.79% 20
2023
Q4 		$5.22M Hold
69,274
– – 0.87% 17
2023
Q3 		$4.77M Sell
69,274
-145
-0.2% -$10.4K 0.62% 29
2023
Q2 		$5.03M Hold
69,419
– – 0.65% 31
2023
Q1 		$4.96M Hold
69,419
– – 0.68% 33
2022
Q4 		$4.56M Hold
69,419
– – 0.67% 33
2022
Q3 		$3.89M Sell
69,419
-641
-0.9% -$40K 0.72% 35
2022
Q2 		$4.38M Buy
70,060
+2,944
+4% +$200K 1.1% 22
2022
Q1 		$4.94M Hold
67,116
– – 1.14% 19
2021
Q4 		$5.28M Hold
67,116
– – 1.48% 17
2021
Q3 		$5.24M Buy
67,116
+641
+1% +$51.3K 1.48% 16
2021
Q2 		$5.24M Hold
66,475
– – 1.73% 14
2021
Q1 		$5.04M Hold
66,475
– – 1.85% 14
2020
Q4 		$4.85M Buy
+66,475
New +$4.55M 1.78% 18

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Aaron Wealth Advisors's EFA Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q3 2026, selling an estimated $83.1K and leaving 62,321 shares worth $6.47M. The position accounts for 0.32% of the portfolio, ranked #37.

Aaron Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.56M in Q2 2026. 312 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Aaron Wealth Advisors held 62,321 shares of iShares MSCI EAFE ETF worth $6.47M as of Q3 2026.
  • Aaron Wealth Advisors sold 785 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $83.1K.
  • iShares MSCI EAFE ETF made up 0.32% of Aaron Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • Aaron Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's iShares MSCI EAFE ETF position peaked at $6.56M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.