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

Baker Tilly 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 		$602K Sell
5,797
-282
-5% -$29.9K 0.12% 148
2026
Q2 		$631K Buy
6,079
+443
+8% +$45.6K 0.13% 148
2026
Q1 		$547K Sell
5,636
-130
-2% -$13K 0.13% 147
2025
Q4 		$554K Buy
5,766
+365
+7% +$34.6K 0.14% 148
2025
Q3 		$504K Hold
5,401
– – 0.11% 147
2025
Q2 		$483K Buy
5,401
+42
+0.8% +$3.59K 0.17% 127
2025
Q1 		$438K Sell
5,359
-1,837
-26% -$148K 0.17% 131
2024
Q4 		$544K Buy
+7,196
New +$570K 0.21% 110
2024
Q3 		– Sell
-2,621
Closed -$205K – 248
2024
Q2 		$205K Sell
2,621
-2,575
-50% -$204K 0.08% 268
2024
Q1 		$415K Sell
5,196
-81
-2% -$6.2K 0.08% 292
2023
Q4 		$398K Buy
5,277
+37
+0.7% +$2.62K 0.07% 339
2023
Q3 		$361K Sell
5,240
-1,298
-20% -$93K 0.06% 332
2023
Q2 		$474K Buy
6,538
+74
+1% +$5.37K 0.05% 351
2023
Q1 		$462K Buy
6,464
+2,164
+50% +$151K 0.05% 356
2022
Q4 		$282K Hold
4,300
– – 0.03% 446
2022
Q3 		$241K Sell
4,300
-90
-2% -$5.61K 0.03% 443
2022
Q2 		$274K Sell
4,390
-18
-0.4% -$1.23K 0.04% 424
2022
Q1 		$324K Sell
4,408
-723
-14% -$54.1K 0.04% 420
2021
Q4 		$404K Buy
5,131
+180
+4% +$14.3K 0.04% 393
2021
Q3 		$386K Buy
4,951
+146
+3% +$11.7K 0.05% 372
2021
Q2 		$379K Sell
4,805
-363
-7% -$28.8K 0.06% 343
2021
Q1 		$392K Sell
5,168
-1,070
-17% -$80.6K 0.08% 294
2020
Q4 		$455K Buy
+6,238
New +$427K 0.14% 161

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 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
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Baker Tilly Wealth Management's EFA Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q3 2026, selling an estimated $29.9K and leaving 5,797 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #148.

Baker Tilly Wealth Management first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $631K in Q2 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Baker Tilly Wealth Management held 5,797 shares of iShares MSCI EAFE ETF worth $602K as of Q3 2026.
  • Baker Tilly Wealth Management sold 282 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $29.9K.
  • iShares MSCI EAFE ETF made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's iShares MSCI EAFE ETF position peaked at $631K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.