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Bill Few Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Bill Few Associates’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 		$281K Hold
2,701
– – 0.06% 195
2026
Q2 		$281K Sell
2,701
-51
-2% -$5.25K 0.06% 192
2026
Q1 		$267K Hold
2,752
– – 0.06% 183
2025
Q4 		$264K Buy
2,752
+8
+0.3% +$759 0.07% 176
2025
Q3 		$256K Sell
2,744
-21
-0.8% -$1.91K 0.07% 169
2025
Q2 		$247K Sell
2,765
-27
-1% -$2.31K 0.07% 165
2025
Q1 		$228K Buy
2,792
+38
+1% +$3.06K 0.08% 160
2024
Q4 		$208K Sell
2,754
-794
-22% -$62.9K 0.07% 166
2024
Q3 		$297K Buy
3,548
+435
+14% +$35K 0.11% 140
2024
Q2 		$244K Hold
3,113
– – 0.09% 148
2024
Q1 		$249K Sell
3,113
-1,097
-26% -$83.9K 0.1% 139
2023
Q4 		$317K Buy
+4,210
New +$298K 0.14% 114

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

Bill Few Associates's EFA Position: Q3 2026 in Review

Bill Few Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,701 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #195.

Bill Few Associates first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $317K in Q4 2023. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Bill Few Associates held 2,701 shares of iShares MSCI EAFE ETF worth $281K as of Q3 2026.
  • Bill Few Associates left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.06% of Bill Few Associates's portfolio in Q3 2026, its #195 holding.
  • Bill Few Associates first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Bill Few Associates's iShares MSCI EAFE ETF position peaked at $317K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.