Cedar Mountain Advisors
EFA icon

Cedar Mountain Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cedar Mountain 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 		$6.74M Buy
64,913
+143
+0.2% +$15.1K 1.14% 20
2026
Q2 		$6.73M Buy
64,770
+1,088
+2% +$112K 1.16% 20
2026
Q1 		$6.19M Buy
63,682
+760
+1% +$76K 1.21% 19
2025
Q4 		$6.04M Sell
62,922
-38
-0.1% -$3.6K 1.17% 20
2025
Q3 		$5.88M Buy
+62,960
New +$5.72M 1.14% 20

Other funds holding EFA

New York University
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
WoodTrust Financial
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
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Ryan Investment Management
Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return
IFG Advisors
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

Cedar Mountain Advisors's EFA Position: Q3 2026 in Review

Cedar Mountain Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.22% in Q3 2026, buying an estimated $15.1K and bringing the position to 64,913 shares worth $6.74M. The position accounts for 1.14% of the portfolio, ranked #20.

Cedar Mountain Advisors first reported a position in EFA in Q3 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Cedar Mountain Advisors held 64,913 shares of iShares MSCI EAFE ETF worth $6.74M as of Q3 2026.
  • Cedar Mountain Advisors bought 143 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $15.1K.
  • iShares MSCI EAFE ETF made up 1.14% of Cedar Mountain Advisors's portfolio in Q3 2026, its #20 holding.
  • Cedar Mountain Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 651 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.