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Checchi Capital Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Checchi Capital Advisers’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
2021
Q3 		– Sell
-24,100
Closed -$1.9M – 532
2021
Q2 		$1.9M Buy
24,100
+19,900
+474% +$1.58M 0.19% 100
2021
Q1 		$319K Sell
4,200
-21,800
-84% -$1.64M 0.03% 336
2020
Q4 		$1.9M Buy
+26,000
New +$1.78M 0.2% 90
2020
Q3 		– Sell
-103,400
Closed -$6.29M – 467
2020
Q2 		$6.29M Buy
103,400
+49,000
+90% +$2.83M 0.75% 12
2020
Q1 		$2.91M Sell
54,400
-1,500
-3% -$95.2K 0.28% 40
2019
Q4 		$3.88M Sell
55,900
-8,900
-14% -$601K 0.52% 31
2019
Q3 		$4.23M Buy
64,800
+50,200
+344% +$3.23M 0.55% 24
2019
Q2 		$960K Sell
14,600
-50,600
-78% -$3.31M 0.12% 111
2019
Q1 		$4.23M Buy
65,200
+14,800
+29% +$932K 0.49% 27
2018
Q4 		$2.96M Sell
50,400
-59,800
-54% -$3.73M 0.38% 33
2018
Q3 		$7.49M Buy
110,200
+6,000
+6% +$405K 0.86% 12
2018
Q2 		$6.98M Buy
104,200
+300
+0.3% +$21K 0.88% 12
2018
Q1 		$7.24M Buy
103,900
+39,500
+61% +$2.82M 0.95% 10
2017
Q4 		$4.53M Sell
64,400
-7,500
-10% -$521K 0.61% 17
2017
Q3 		$4.92M Sell
71,900
-899,600
-93% -$60.1M 0.5% 19
2017
Q2 		$63.3M Sell
971,500
-147,100
-13% -$9.52M 6.88% 4
2017
Q1 		$69.7M Buy
1,118,600
+1,113,600
+22,272% +$67.3M 8.02% 3
2016
Q4 		$289K Sell
5,000
-1,080,700
-100% -$62.3M 0.04% 280
2016
Q3 		$64.2M Buy
1,085,700
+85,900
+9% +$4.98M 7.25% 3
2016
Q2 		$55.8M Buy
+999,800
New +$57.5M 6.37% 3
2016
Q1 		– Sell
-817,300
Closed -$48M – 1596
2015
Q4 		$48M Buy
817,300
+747,700
+1,074% +$45M 12.11% 1
2015
Q3 		$3.99M Buy
69,600
+54,000
+346% +$3.33M 1.08% 12
2015
Q2 		$990K Sell
15,600
-78,500
-83% -$5.23M 0.26% 73
2015
Q1 		$6.04M Sell
94,100
-376,600
-80% -$23.7M 1.78% 6
2014
Q4 		$194K Buy
470,700
+271,000
+136% +$16.9M 0.07% 297
2014
Q3 		$2K Buy
+199,700
New +$13.3M ﹤0.01% 282
2014
Q2 		– Sell
-104,700
Closed -$9K – 258
2014
Q1 		$9K Buy
104,700
+75,100
+254% +$4.96M 0.01% 197
2013
Q4 		$1K Buy
+29,600
New +$1.93M ﹤0.01% 157

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Checchi Capital Advisers's EFA Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2026, selling an estimated $373K and leaving 109,369 shares worth $11.4M. The position accounts for 0.51% of the portfolio, ranked #44.

Checchi Capital Advisers first reported a position in EFA in Q4 2013 and has held it in 51 quarters since. The position peaked at $16.1M in Q2 2022. 1,273 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Checchi Capital Advisers held 109,369 shares of iShares MSCI EAFE ETF worth $11.4M as of Q2 2026.
  • Checchi Capital Advisers sold 3,631 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $373K.
  • iShares MSCI EAFE ETF made up 0.51% of Checchi Capital Advisers's portfolio in Q2 2026, its #44 holding.
  • Checchi Capital Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's iShares MSCI EAFE ETF position peaked at $16.1M in Q2 2022.
  • 1,273 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.