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Cadent Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cadent Capital Advisors’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 		$1.15M Hold
11,110
– – 0.25% 90
2026
Q2 		$1.15M Buy
11,110
+1,000
+10% +$103K 0.24% 90
2026
Q1 		$982K Buy
10,110
+2,460
+32% +$246K 0.25% 78
2025
Q4 		$735K Hold
7,650
– – 0.19% 85
2025
Q3 		$714K Buy
+7,650
New +$695K 0.19% 92

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Cadent Capital Advisors's EFA Position: Q3 2026 in Review

Cadent Capital Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 11,110 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #90.

Cadent Capital Advisors first reported a position in EFA in Q3 2025 and has held it in 5 quarters since. 399 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Cadent Capital Advisors held 11,110 shares of iShares MSCI EAFE ETF worth $1.15M as of Q3 2026.
  • Cadent Capital Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.25% of Cadent Capital Advisors's portfolio in Q3 2026, its #90 holding.
  • Cadent Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.