Accel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Accel Wealth Management’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	$343K	Hold	3,298	–	–	0.07%	200
2026 Q2	$343K	Hold	3,298	–	–	0.08%	202
2026 Q1	$320K	Hold	3,298	–	–	0.08%	207
2025 Q4	$317K	Sell	3,298 -227	-6%	-$21.5K	0.09%	197
2025 Q3	$329K	Buy	3,525 +128	+4%	+$11.6K	0.1%	195
2025 Q2	$304K	Buy	3,397 +272	+9%	+$23.2K	0.1%	196
2025 Q1	$255K	Buy	+3,125	New	+$252K	0.09%	206
2023 Q2	–	Sell	-446	Closed	-$31.9K	–	361
2023 Q1	$31.9K	Sell	446 -26	-6%	-$1.82K	0.01%	585
2022 Q4	$31K	Sell	472 -27	-5%	-$1.69K	0.01%	445
2022 Q3	$30K	Sell	499 -26	-5%	-$1.62K	0.02%	461
2022 Q2	$32K	Buy	525 +3	+0.6%	+$204	0.02%	435
2022 Q1	$39K	Hold	522	–	–	0.02%	415
2021 Q4	$41K	Buy	522 +2	+0.4%	+$158	0.02%	411
2021 Q3	$41K	Hold	520	–	–	0.03%	351
2021 Q2	$41K	Buy	520 +1	+0.2%	+$79	0.03%	373
2021 Q1	$39K	Sell	519 -31	-6%	-$2.33K	0.03%	361
2020 Q4	$40K	Buy	+550	New	+$37.6K	0.04%	337

Other funds holding EFA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Accel Wealth Management's EFA Position: Q3 2026 in Review

Accel Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 3,298 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #200.

Accel Wealth Management first reported a position in EFA in Q4 2020 and has held it in 17 quarters since. 1,450 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Accel Wealth Management held 3,298 shares of iShares MSCI EAFE ETF worth $343K as of Q3 2026.
Accel Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #200 holding.
Accel Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 17 quarters since.
1,450 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.