Breakthru Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Breakthru Advisory Services’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	$3.77M	Hold	36,260	–	–	12.74%	3
2026 Q2	$3.77M	Hold	36,260	–	–	12.65%	4
2026 Q1	$3.52M	Hold	36,260	–	–	5.65%	4
2025 Q4	$3.48M	Hold	36,260	–	–	2.23%	13
2025 Q3	$3.39M	Buy	+36,260	New	+$3.3M	2.23%	12
2025 Q1	–	Sell	-36,718	Closed	-$2.78M	–	21
2024 Q4	$2.78M	Buy	+36,718	New	+$2.91M	2.51%	12

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Breakthru Advisory Services's EFA Position: Q3 2026 in Review

Breakthru Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 36,260 shares worth $3.77M. The position accounts for 12.74% of the portfolio, ranked #3.

Breakthru Advisory Services first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Breakthru Advisory Services held 36,260 shares of iShares MSCI EAFE ETF worth $3.77M as of Q3 2026.
Breakthru Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 12.74% of Breakthru Advisory Services's portfolio in Q3 2026, its #3 holding.
Breakthru Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.