Corepath Wealth Partners
EFA icon

Corepath Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Corepath Wealth Partners’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 		$11.4M Sell
110,477
-9,209
-8% -$975K 7.91% 2
2026
Q2 		$12.4M Buy
119,686
+2,049
+2% +$211K 7.72% 2
2026
Q1 		$12M Sell
117,637
-2,678
-2% -$268K 8.11% 2
2025
Q4 		$12M Buy
120,315
+3,606
+3% +$342K 8.02% 2
2025
Q3 		$11.1M Buy
116,709
+3,878
+3% +$353K 8.07% 2
2025
Q2 		$10.1M Buy
112,831
+1,527
+1% +$130K 8.52% 3
2025
Q1 		$9.16M Buy
111,304
+3,483
+3% +$281K 8.73% 4
2024
Q4 		$8.1M Buy
107,821
+3,652
+4% +$289K 7.89% 4
2024
Q3 		$8.6M Buy
104,169
+2,888
+3% +$232K 8.35% 3
2024
Q2 		$8.07M Buy
101,281
+1,462
+1% +$116K 8.51% 3
2024
Q1 		$7.76M Sell
99,819
-112,072
-53% -$8.57M 8.59% 4
2023
Q4 		$15.7M Buy
211,891
+1,699
+0.8% +$120K 8.76% 4
2023
Q3 		$14.4M Buy
210,192
+5,526
+3% +$396K 8.67% 4
2023
Q2 		$15.1M Sell
204,666
-7,479
-4% -$543K 8.86% 4
2023
Q1 		$15.7M Buy
212,145
+4,238
+2% +$296K 9.83% 3
2022
Q4 		$14.2M Buy
207,907
+2,573
+1% +$161K 9.48% 3
2022
Q3 		$11.8M Buy
205,334
+8,626
+4% +$538K 8.75% 3
2022
Q2 		$11.9M Buy
196,708
+3,364
+2% +$229K 8.8% 3
2022
Q1 		$13.6M Buy
193,344
+17,972
+10% +$1.34M 9.43% 3
2021
Q4 		$13.7M Buy
175,372
+4,969
+3% +$394K 9.79% 3
2021
Q3 		$13.3M Buy
170,403
+1,544
+0.9% +$124K 10.19% 3
2021
Q2 		$13.6M Buy
168,859
+8,453
+5% +$671K 10.5% 2
2021
Q1 		$12.5M Buy
160,406
+9,426
+6% +$710K 11% 2
2020
Q4 		$11.1M Buy
+150,980
New +$10.3M 11.52% 2

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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
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Corepath Wealth Partners's EFA Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 7.7% in Q3 2026, selling an estimated $975K and leaving 110,477 shares worth $11.4M. The position accounts for 7.91% of the portfolio, ranked #2.

Corepath Wealth Partners first reported a position in EFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.7M in Q4 2023. 646 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Corepath Wealth Partners held 110,477 shares of iShares MSCI EAFE ETF worth $11.4M as of Q3 2026.
  • Corepath Wealth Partners sold 9,209 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $975K.
  • iShares MSCI EAFE ETF made up 7.91% of Corepath Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Corepath Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's iShares MSCI EAFE ETF position peaked at $15.7M in Q4 2023.
  • 646 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.