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Burkett Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Burkett Financial 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 		$2.2K Hold
21
– – ﹤0.01% 350
2026
Q2 		$2.2K Buy
21
+1
+5% +$103 ﹤0.01% 237
2026
Q1 		$2.02K Hold
20
– – ﹤0.01% 221
2025
Q4 		$2K Sell
20
-155
-89% -$14.7K ﹤0.01% 209
2025
Q3 		$16.4K Hold
175
– – 0.01% 142
2025
Q2 		$15.7K Buy
175
+3
+2% +$256 0.01% 135
2025
Q1 		$14.1K Hold
172
– – 0.01% 150
2024
Q4 		$13K Sell
172
-1
-0.6% -$79 0.01% 133
2024
Q3 		$14.5K Hold
173
– – 0.01% 122
2024
Q2 		$13.6K Buy
173
+3
+2% +$238 0.01% 126
2024
Q1 		$13.6K Sell
170
-62
-27% -$4.74K 0.01% 132
2023
Q4 		$17.5K Buy
+232
New +$16.4K 0.01% 119

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

Burkett Financial Services's EFA Position: Q3 2026 in Review

Burkett Financial Services held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 21 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Burkett Financial Services first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.5K in Q4 2023. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Burkett Financial Services held 21 shares of iShares MSCI EAFE ETF worth $2.2K as of Q3 2026.
  • Burkett Financial Services left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #350 holding.
  • Burkett Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's iShares MSCI EAFE ETF position peaked at $17.5K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.