Commonwealth Financial Services
EFA icon

Commonwealth Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Commonwealth Financial Services’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 		$2.61M Sell
25,079
-15,052
-38% -$1.59M 0.47% 42
2026
Q2 		$4.17M Sell
40,131
-6,371
-14% -$655K 0.56% 38
2026
Q1 		$4.52M Sell
46,502
-4,843
-9% -$485K 0.72% 31
2025
Q4 		$4.93M Sell
51,345
-4,809
-9% -$456K 0.81% 33
2025
Q3 		$5.24M Buy
56,154
+15,568
+38% +$1.42M 0.9% 33
2025
Q2 		$3.63M Sell
40,586
-3,905
-9% -$333K 0.7% 35
2025
Q1 		$3.64M Sell
44,491
-3,176
-7% -$256K 0.74% 37
2024
Q4 		$3.6M Sell
47,667
-2,710
-5% -$215K 0.71% 36
2024
Q3 		$4.18M Sell
50,377
-649
-1% -$52.2K 0.83% 35
2024
Q2 		$4.07M Sell
51,026
-77,637
-60% -$6.15M 0.83% 34
2024
Q1 		$9.7M Buy
128,663
+32
+0% +$2.45K 2.28% 13
2023
Q4 		$9.7M Buy
128,631
+5,441
+4% +$385K 2.28% 13
2023
Q3 		$8.49M Buy
+123,190
New +$8.82M 2.53% 11
2017
Q1 		$183K Sell
2,966
-417
-12% -$25.2K 0.2% 57
2016
Q4 		$201K Hold
3,383
– – 0.2% 55
2016
Q3 		$200K Hold
3,383
– – 0.19% 54
2016
Q2 		$189K Hold
3,383
– – 0.22% 49
2016
Q1 		$193K Sell
3,383
-342
-9% -$18.8K 0.29% 38
2015
Q4 		$219K Sell
3,725
-1,704
-31% -$103K 0.74% 40
2015
Q3 		$311K Sell
5,429
-170,203
-97% -$10.5M 0.36% 33
2015
Q2 		$11.2M Buy
175,632
+172,482
+5,476% +$11.5M 12.09% 3
2015
Q1 		$202K Buy
3,150
+23
+0.7% +$1.45K 0.18% 50
2014
Q4 		$190K Buy
+3,127
New +$195K 0.17% 49

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 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

Commonwealth Financial Services's EFA Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares MSCI EAFE ETF (EFA) stake by 38% in Q3 2026, selling an estimated $1.59M and leaving 25,079 shares worth $2.61M. The position accounts for 0.47% of the portfolio, ranked #42.

Commonwealth Financial Services first reported a position in EFA in Q4 2014 and has held it in 23 quarters since. The position peaked at $11.2M in Q2 2015. 718 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Commonwealth Financial Services held 25,079 shares of iShares MSCI EAFE ETF worth $2.61M as of Q3 2026.
  • Commonwealth Financial Services sold 15,052 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.59M.
  • iShares MSCI EAFE ETF made up 0.47% of Commonwealth Financial Services's portfolio in Q3 2026, its #42 holding.
  • Commonwealth Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's iShares MSCI EAFE ETF position peaked at $11.2M in Q2 2015.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.