CD
EFA icon

Chapin Davis’s iShares MSCI EAFE ETF EFA Stock Holding History

Chapin Davis’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 		$431K Sell
4,147
-770
-16% -$81.6K 0.08% 155
2026
Q2 		$511K Sell
4,917
-7,986
-62% -$821K 0.09% 145
2026
Q1 		$1.25M Sell
12,903
-106
-0.8% -$10.6K 0.28% 76
2025
Q4 		$1.25M Sell
13,009
-34
-0.3% -$3.23K 0.29% 72
2025
Q3 		$1.22M Sell
13,043
-354
-3% -$32.2K 0.3% 76
2025
Q2 		$1.2M Sell
13,397
-261
-2% -$22.3K 0.33% 70
2025
Q1 		$1.12M Sell
13,658
-321
-2% -$25.9K 0.38% 63
2024
Q4 		$1.17M Hold
13,979
– – 0.38% 65
2024
Q3 		$1.17M Sell
13,979
-76
-0.5% -$6.12K 0.38% 66
2024
Q2 		$1.1M Buy
14,055
+146
+1% +$11.6K 0.38% 60
2024
Q1 		$1.11M Buy
13,909
+1,278
+10% +$97.7K 0.41% 58
2023
Q4 		$952K Buy
12,631
+947
+8% +$66.9K 0.4% 61
2023
Q3 		$805K Sell
11,684
-356
-3% -$25.5K 0.38% 69
2023
Q2 		$873K Buy
12,040
+135
+1% +$9.8K 0.41% 64
2023
Q1 		$851K Sell
11,905
-228
-2% -$15.9K 0.44% 61
2022
Q4 		$796K Buy
+12,133
New +$760K 0.46% 60

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

Chapin Davis's EFA Position: Q3 2026 in Review

Chapin Davis reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q3 2026, selling an estimated $81.6K and leaving 4,147 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #155.

Chapin Davis first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Chapin Davis held 4,147 shares of iShares MSCI EAFE ETF worth $431K as of Q3 2026.
  • Chapin Davis sold 770 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $81.6K.
  • iShares MSCI EAFE ETF made up 0.08% of Chapin Davis's portfolio in Q3 2026, its #155 holding.
  • Chapin Davis first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares MSCI EAFE ETF position peaked at $1.25M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.