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Cary Street Partners Investment Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$93.1K Buy
896
+206
+30% +$21.2K 0.02% 507
2026
Q1 		$67K Sell
690
-312
-31% -$31.2K 0.02% 507
2025
Q4 		$96.2K Buy
1,002
+287
+40% +$27.2K 0.03% 434
2025
Q3 		$66.8K Hold
715
– – 0.03% 409
2025
Q2 		$63.9K Buy
715
+89
+14% +$7.6K 0.03% 373
2025
Q1 		$51.2K Sell
626
-240
-28% -$19.3K 0.03% 365
2024
Q4 		$65.5K Sell
866
-32,346
-97% -$2.56M 0.04% 295
2024
Q3 		$2.78M Buy
33,212
+900
+3% +$72.4K 0.1% 216
2024
Q2 		$2.53M Buy
32,312
+2,749
+9% +$218K 0.1% 212
2024
Q1 		$2.36M Buy
29,563
+736
+3% +$56.3K 0.1% 219
2023
Q4 		$2.17M Buy
28,827
+7,362
+34% +$520K 0.1% 216
2023
Q3 		$1.48M Buy
21,465
+11,434
+114% +$819K 0.08% 253
2023
Q2 		$727K Buy
10,031
+2,056
+26% +$149K 0.05% 311
2023
Q1 		$570K Buy
7,975
+872
+12% +$61K 0.04% 316
2022
Q4 		$466K Buy
7,103
+753
+12% +$47.2K 0.03% 344
2022
Q3 		$356K Sell
6,350
-303
-5% -$18.9K 0.03% 360
2022
Q2 		$416K Buy
6,653
+11
+0.2% +$749 0.04% 318
2022
Q1 		$489K Buy
6,642
+26
+0.4% +$1.95K 0.13% 156
2021
Q4 		$521K Buy
6,616
+2,081
+46% +$165K 0.14% 149
2021
Q3 		$354K Buy
4,535
+287
+7% +$23K 0.12% 169
2021
Q2 		$335K Buy
4,248
+805
+23% +$63.9K 0.11% 176
2021
Q1 		$261K Sell
3,443
-811
-19% -$61.1K 0.11% 176
2020
Q4 		$310K Sell
4,254
-6,064
-59% -$415K 0.06% 248
2020
Q3 		$657K Buy
+10,318
New +$660K 0.14% 154
2020
Q1 		– Sell
-3,616
Closed -$251K – 88
2019
Q4 		$251K Buy
+3,616
New +$244K 0.28% 98
2018
Q4 		$547K Buy
+9,317
New +$582K 0.53% 38

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's EFA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 30% in Q2 2026, buying an estimated $21.2K and bringing the position to 896 shares worth $93.1K. The position accounts for 0.02% of the portfolio, ranked #507.

Cary Street Partners Investment Advisory first reported a position in EFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.78M in Q3 2024. 1,776 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cary Street Partners Investment Advisory held 896 shares of iShares MSCI EAFE ETF worth $93.1K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 206 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $21.2K.
  • iShares MSCI EAFE ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #507 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Cary Street Partners Investment Advisory's iShares MSCI EAFE ETF position peaked at $2.78M in Q3 2024.
  • 1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.