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Aurora Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Aurora Private Wealth’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 		$229K Sell
2,206
-63
-3% -$6.67K 0.14% 150
2026
Q2 		$236K Sell
2,269
-341
-13% -$35.1K 0.15% 152
2026
Q1 		$252K Sell
2,610
-483
-16% -$48.3K 0.18% 139
2025
Q4 		$296K Buy
+3,093
New +$293K 0.19% 119
2025
Q2 		– Sell
-2,718
Closed -$222K – 163
2025
Q1 		$222K Sell
2,718
-381
-12% -$30.7K 0.18% 134
2024
Q4 		$234K Sell
3,099
-2,540
-45% -$201K 0.18% 132
2024
Q3 		$472K Sell
5,639
-90
-2% -$7.24K 0.37% 73
2024
Q2 		$449K Buy
5,729
+1,255
+28% +$99.4K 0.39% 69
2024
Q1 		$357K Buy
4,474
+539
+14% +$41.2K 0.31% 83
2023
Q4 		$297K Sell
3,935
-31
-0.8% -$2.19K 0.28% 100
2023
Q3 		$273K Buy
+3,966
New +$284K 0.3% 97
2023
Q2 		– Sell
-4,759
Closed -$340K – 139
2023
Q1 		$340K Buy
+4,759
New +$333K 0.36% 81
2022
Q4 		– Sell
-4,701
Closed -$263K – 155
2022
Q3 		$263K Hold
4,701
– – 0.12% 124
2022
Q2 		$294K Buy
4,701
+26
+0.6% +$1.77K 0.13% 115
2022
Q1 		$344K Buy
4,675
+2
+0% +$150 0.14% 121
2021
Q4 		$368K Sell
4,673
-1,998
-30% -$158K 0.16% 115
2021
Q3 		$520K Sell
6,671
-2,163
-24% -$173K 0.21% 95
2021
Q2 		$697K Buy
+8,834
New +$702K 0.28% 80
2021
Q1 		– Sell
-5,008
Closed -$365K – 215
2020
Q4 		$365K Buy
+5,008
New +$342K 0.15% 138
2020
Q1 		– Sell
-8,826
Closed -$613K – 249
2019
Q4 		$613K Buy
+8,826
New +$596K 0.22% 79

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York University
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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aurora Private Wealth's EFA Position: Q3 2026 in Review

Aurora Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q3 2026, selling an estimated $6.67K and leaving 2,206 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #150.

Aurora Private Wealth first reported a position in EFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $697K in Q2 2021. 1,223 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Aurora Private Wealth held 2,206 shares of iShares MSCI EAFE ETF worth $229K as of Q3 2026.
  • Aurora Private Wealth sold 63 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $6.67K.
  • iShares MSCI EAFE ETF made up 0.14% of Aurora Private Wealth's portfolio in Q3 2026, its #150 holding.
  • Aurora Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
  • Aurora Private Wealth's iShares MSCI EAFE ETF position peaked at $697K in Q2 2021.
  • 1,223 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.