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

BigSur 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	$1.86M	Hold	17,938	–	–	0.44%	61
2026 Q2	$1.86M	Hold	17,938	–	–	0.45%	60
2026 Q1	$1.74M	Sell	17,938 -9,000	-33%	-$900K	0.49%	59
2025 Q4	$2.59M	Hold	26,938	–	–	0.63%	47
2025 Q3	$2.52M	Sell	26,938 -400	-1%	-$36.4K	0.62%	47
2025 Q2	$2.44M	Hold	27,338	–	–	0.62%	44
2025 Q1	$2.23M	Hold	27,338	–	–	0.61%	45
2024 Q4	$2.07M	Hold	27,338	–	–	0.59%	46
2024 Q3	$2.29M	Hold	27,338	–	–	0.63%	47
2024 Q2	$2.14M	Hold	27,338	–	–	0.66%	43
2024 Q1	$2.18M	Hold	27,338	–	–	0.68%	42
2023 Q4	$2.06M	Hold	27,338	–	–	0.98%	27
2023 Q3	$1.88M	Hold	27,338	–	–	0.95%	29
2023 Q2	$1.98M	Hold	27,338	–	–	0.95%	31
2023 Q1	$1.96M	Hold	27,338	–	–	0.92%	31
2022 Q4	$1.79M	Hold	27,338	–	–	0.86%	33
2022 Q3	$1.53M	Hold	27,338	–	–	0.77%	38
2022 Q2	$1.71M	Sell	27,338 -3,670	-12%	-$250K	0.8%	36
2022 Q1	$2.28M	Hold	31,008	–	–	0.89%	32
2021 Q4	$2.44M	Hold	31,008	–	–	0.96%	31
2021 Q3	$2.42M	Buy	31,008 +4,008	+15%	+$321K	1.09%	28
2021 Q2	$2.13M	Hold	27,000	–	–	0.96%	32
2021 Q1	$2.05M	Hold	27,000	–	–	1.05%	27
2020 Q4	$1.97M	Hold	27,000	–	–	1.11%	27
2020 Q3	$1.72M	Hold	27,000	–	–	1.1%	27
2020 Q2	$1.64M	Hold	27,000	–	–	1.17%	23
2020 Q1	$1.44M	Sell	27,000 -14,464	-35%	-$918K	1.08%	21
2019 Q4	$2.88M	Buy	41,464 +14,464	+54%	+$977K	1.63%	13
2019 Q3	$1.76M	Hold	27,000	–	–	1.19%	22
2019 Q2	$1.78M	Hold	27,000	–	–	1.24%	20
2019 Q1	$1.75M	Hold	27,000	–	–	1.15%	20
2018 Q4	$1.59M	Hold	27,000	–	–	1.13%	19
2018 Q3	$1.84M	Buy	+27,000	New	+$1.82M	1.15%	19

Other funds holding EFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

BigSur Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 17,938 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #61.

BigSur Wealth Management first reported a position in EFA in Q3 2018 and has held it in 33 quarters since. The position peaked at $2.88M in Q4 2019. 1,704 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

BigSur Wealth Management held 17,938 shares of iShares MSCI EAFE ETF worth $1.86M as of Q3 2026.
BigSur Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.44% of BigSur Wealth Management's portfolio in Q3 2026, its #61 holding.
BigSur Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 33 quarters since.
BigSur Wealth Management's iShares MSCI EAFE ETF position peaked at $2.88M in Q4 2019.
1,704 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

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