Balance Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Balance 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	$121K	Buy	+1,165	New	+$123K	0.03%	222

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Balance Wealth's EFA Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 1,165 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings.

1,534 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Balance Wealth held 1,165 shares of iShares MSCI EAFE ETF worth $121K as of Q3 2026.
iShares MSCI EAFE ETF was a new Balance Wealth position in Q3 2026.
iShares MSCI EAFE ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #222 holding.
1,534 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.