ABLE Financial Group
EFA icon

ABLE Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

ABLE Financial Group’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 		$5.73M Sell
55,165
-263
-0.5% -$27.9K 0.9% 31
2026
Q2 		$5.76M Sell
55,428
-137
-0.2% -$14.1K 0.97% 28
2026
Q1 		$5.4M Sell
55,565
-786
-1% -$78.6K 1.06% 25
2025
Q4 		$5.41M Sell
56,351
-899
-2% -$85.3K 1.1% 24
2025
Q3 		$5.35M Sell
57,250
-1,583
-3% -$144K 1.16% 26
2025
Q2 		$5.26M Sell
58,833
-1,743
-3% -$149K 1.27% 23
2025
Q1 		$4.95M Sell
60,576
-1,017
-2% -$82K 1.39% 19
2024
Q4 		$4.66M Sell
61,593
-147,266
-71% -$11.7M 1.38% 22
2024
Q3 		$17.5M Buy
208,859
+29,100
+16% +$2.34M 5.4% 3
2024
Q2 		$14.1M Buy
179,759
+17,683
+11% +$1.4M 5.09% 3
2024
Q1 		$12.9M Buy
162,076
+15,080
+10% +$1.15M 5.08% 3
2023
Q4 		$11.1M Buy
146,996
+4,873
+3% +$344K 4.79% 3
2023
Q3 		$9.8M Buy
142,123
+20,453
+17% +$1.47M 4.89% 3
2023
Q2 		$8.82M Buy
121,670
+25,228
+26% +$1.83M 4.56% 3
2023
Q1 		$6.9M Buy
+96,442
New +$6.75M 4.5% 3

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
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
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
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
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ABLE Financial Group's EFA Position: Q3 2026 in Review

ABLE Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.47% in Q3 2026, selling an estimated $27.9K and leaving 55,165 shares worth $5.73M. The position accounts for 0.9% of the portfolio, ranked #31.

ABLE Financial Group first reported a position in EFA in Q1 2023 and has held it in 15 quarters since. The position peaked at $17.5M in Q3 2024. 582 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • ABLE Financial Group held 55,165 shares of iShares MSCI EAFE ETF worth $5.73M as of Q3 2026.
  • ABLE Financial Group sold 263 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $27.9K.
  • iShares MSCI EAFE ETF made up 0.9% of ABLE Financial Group's portfolio in Q3 2026, its #31 holding.
  • ABLE Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's iShares MSCI EAFE ETF position peaked at $17.5M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.