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Cooper Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Cooper Financial Group’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 		$342K Sell
3,289
-203
-6% -$21.5K 0.03% 322
2026
Q2 		$363K Buy
3,492
+235
+7% +$24.2K 0.03% 308
2026
Q1 		$316K Buy
3,257
+514
+19% +$51.4K 0.03% 317
2025
Q4 		$263K Hold
2,743
– – 0.03% 322
2025
Q3 		$256K Hold
2,743
– – 0.03% 328
2025
Q2 		$245K Buy
+2,743
New +$234K 0.03% 334
2021
Q1 		– Sell
-16,435
Closed -$1.2M – 264
2020
Q4 		$1.2M Buy
+16,435
New +$1.12M 0.24% 71

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

Cooper Financial Group's EFA Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 5.8% in Q3 2026, selling an estimated $21.5K and leaving 3,289 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #322.

Cooper Financial Group first reported a position in EFA in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2020. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Cooper Financial Group held 3,289 shares of iShares MSCI EAFE ETF worth $342K as of Q3 2026.
  • Cooper Financial Group sold 203 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.5K.
  • iShares MSCI EAFE ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #322 holding.
  • Cooper Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 7 quarters since.
  • Cooper Financial Group's iShares MSCI EAFE ETF position peaked at $1.2M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.