Checchi Capital Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7M | Sell |
237,800
-1,600
| -0.7% | -$165K | 1.11% | 13 |
|
|
2026
Q1 | $23.3M | Sell |
239,400
-17,100
| -7% | -$1.71M | 1.18% | 13 |
|
|
2025
Q4 | $24.6M | Sell |
256,500
-3,100
| -1% | -$294K | 1.26% | 13 |
|
|
2025
Q3 | $24.2M | Buy |
259,600
+63,400
| +32% | +$5.76M | 1.26% | 12 |
|
|
2025
Q2 | $17.5M | Sell |
196,200
-70,600
| -26% | -$6.03M | 0.98% | 22 |
|
|
2025
Q1 | $21.8M | Buy |
266,800
+4,400
| +2% | +$355K | 1.15% | 15 |
|
|
2024
Q4 | $19.8M | Sell |
262,400
-2,000
| -0.8% | -$158K | 1.15% | 12 |
|
|
2024
Q3 | $22.1M | Sell |
264,400
-1,700
| -0.6% | -$137K | 1.24% | 11 |
|
|
2024
Q2 | $98.1M | Sell |
266,100
-2,900
| -1% | -$230K | 4.92% | 3 |
|
|
2024
Q1 | $21.5K | Sell |
269,000
-2,900
| -1% | -$222K | ﹤0.01% | 580 |
|
|
2023
Q4 | $20.5K | Sell |
271,900
-5,300
| -2% | -$375K | ﹤0.01% | 553 |
|
|
2023
Q3 | $19.1K | Sell |
277,200
-4,700
| -2% | -$337K | ﹤0.01% | 530 |
|
|
2023
Q2 | $20.4K | Buy |
281,900
+65,800
| +30% | +$4.78M | ﹤0.01% | 574 |
|
|
2023
Q1 | $15.5K | Buy |
216,100
+96,000
| +80% | +$6.71M | ﹤0.01% | 562 |
|
|
2022
Q4 | $7.88K | Sell |
120,100
-70,600
| -37% | -$4.42M | ﹤0.01% | 544 |
|
|
2022
Q3 | $10.7M | Sell |
190,700
-77,800
| -29% | -$4.85M | 1% | 21 |
|
|
2022
Q2 | $17.6M | Sell |
268,500
-65,400
| -20% | -$4.45M | 1.53% | 12 |
|
|
2022
Q1 | $24.6M | Sell |
333,900
-13,400
| -4% | -$1M | 2.09% | 6 |
|
|
2021
Q4 | $27.3M | Buy |
347,300
+19,100
| +6% | +$1.51M | 2.4% | 4 |
|
|
2021
Q3 | $25.6M | Sell |
328,200
-3,100
| -0.9% | -$248K | 2.54% | 4 |
|
|
2021
Q2 | $26.1M | Sell |
331,300
-64,500
| -16% | -$5.12M | 2.57% | 4 |
|
|
2021
Q1 | $30M | Sell |
395,800
-56,300
| -12% | -$4.24M | 2.97% | 4 |
|
|
2020
Q4 | $33M | Sell |
452,100
-35,900
| -7% | -$2.46M | 3.4% | 4 |
|
|
2020
Q3 | $31.1M | Sell |
488,000
-10,300
| -2% | -$659K | 3.44% | 3 |
|
|
2020
Q2 | $30.3M | Buy |
498,300
+50,500
| +11% | +$2.92M | 3.63% | 3 |
|
|
2020
Q1 | $23.9M | Sell |
447,800
-176,500
| -28% | -$11.2M | 2.29% | 5 |
|
|
2019
Q4 | $43.4M | Sell |
624,300
-47,800
| -7% | -$3.23M | 5.8% | 2 |
|
|
2019
Q3 | $43.8M | Sell |
672,100
-45,000
| -6% | -$2.9M | 5.7% | 3 |
|
|
2019
Q2 | $47.1M | Sell |
717,100
-27,100
| -4% | -$1.77M | 5.99% | 3 |
|
|
2019
Q1 | $48.3M | Sell |
744,200
-212,600
| -22% | -$13.4M | 5.64% | 3 |
|
|
2018
Q4 | $56.2M | Buy |
956,800
+74,000
| +8% | +$4.62M | 7.26% | 3 |
|
|
2018
Q3 | $60M | Sell |
882,800
-80,200
| -8% | -$5.42M | 6.92% | 3 |
|
|
2018
Q2 | $64.5M | Buy |
963,000
+16,300
| +2% | +$1.14M | 8.1% | 3 |
|
|
2018
Q1 | $66M | Sell |
946,700
-29,800
| -3% | -$2.12M | 8.69% | 3 |
|
|
2017
Q4 | $68.7M | Sell |
976,500
-240,600
| -20% | -$16.7M | 9.22% | 2 |
|
|
2017
Q3 | $83.3M | Buy |
1,217,100
+383,600
| +46% | +$25.6M | 8.42% | 3 |
|
|
2017
Q2 | $54.3M | Buy |
833,500
+70,800
| +9% | +$4.58M | 5.9% | 5 |
|
|
2017
Q1 | $47.5M | Sell |
762,700
-44,000
| -5% | -$2.66M | 5.47% | 4 |
|
|
2016
Q4 | $46.6M | Sell |
806,700
-45,900
| -5% | -$2.65M | 6.28% | 3 |
|
|
2016
Q3 | $50.4M | Buy |
852,600
+27,300
| +3% | +$1.58M | 5.69% | 4 |
|
|
2016
Q2 | $46.1M | Buy |
825,300
+152,200
| +23% | +$8.76M | 5.26% | 4 |
|
|
2016
Q1 | $38.5M | Buy |
673,100
+170,000
| +34% | +$9.37M | 8.55% | 1 |
|
|
2015
Q4 | $29.5M | Sell |
503,100
-110,700
| -18% | -$6.67M | 7.45% | 2 |
|
|
2015
Q3 | $35.2M | Sell |
613,800
-178,800
| -23% | -$11M | 9.55% | 1 |
|
|
2015
Q2 | $50.3M | Buy |
792,600
+352,600
| +80% | +$23.5M | 13.27% | 1 |
|
|
2015
Q1 | $28.2M | Buy |
440,000
+65,200
| +17% | +$4.1M | 8.34% | 1 |
|
|
2014
Q4 | $449K | Buy |
374,800
+68,900
| +23% | +$4.3M | 0.17% | 129 |
|
|
2014
Q3 | $195K | Buy |
305,900
+79,600
| +35% | +$5.31M | 0.08% | 256 |
|
|
2014
Q2 | $85K | Buy |
226,300
+96,300
| +74% | +$6.6M | 0.04% | 249 |
|
|
2014
Q1 | $44K | Buy |
130,000
+18,500
| +17% | +$1.22M | 0.03% | 194 |
|
|
2013
Q4 | $37K | Buy |
+111,500
| New | +$7.28M | 0.03% | 152 |
|
Other funds holding EFA
BPWM
CFB
B
WF
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.