Consilium Wealth Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Consilium Wealth Advisory’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	$941K	Hold	9,061	–	–	0.28%	57
2026 Q2	$941K	Hold	9,061	–	–	0.28%	55
2026 Q1	$880K	Buy	9,061 +961	+12%	+$96.2K	0.3%	50
2025 Q4	$778K	Hold	8,100	–	–	0.29%	55
2025 Q3	$756K	Hold	8,100	–	–	0.29%	57
2025 Q2	$724K	Buy	+8,100	New	+$692K	0.31%	57

Other funds holding EFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Consilium Wealth Advisory's EFA Position: Q3 2026 in Review

Consilium Wealth Advisory held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 9,061 shares worth $941K. The position accounts for 0.28% of the portfolio, ranked #57.

Consilium Wealth Advisory first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. 1,613 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Consilium Wealth Advisory held 9,061 shares of iShares MSCI EAFE ETF worth $941K as of Q3 2026.
Consilium Wealth Advisory left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q3 2026, its #57 holding.
Consilium Wealth Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
1,613 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.