Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cornerstone Wealth Advisors’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 		$376K Hold
3,620
– – 0.08% 41
2026
Q2 		$376K Buy
3,620
+360
+11% +$37K 0.08% 40
2026
Q1 		$317K Sell
3,260
-200
-6% -$20K 0.07% 38
2025
Q4 		$332K Sell
3,460
-100
-3% -$9.48K 0.08% 41
2025
Q3 		$332K Hold
3,560
– – 0.08% 40
2025
Q2 		$318K Sell
3,560
-22
-0.6% -$1.88K 0.08% 41
2025
Q1 		$293K Sell
3,582
-275
-7% -$22.2K 0.08% 41
2024
Q4 		$292K Hold
3,857
– – 0.08% 44
2024
Q3 		$323K Sell
3,857
-50
-1% -$4.02K 0.09% 37
2024
Q2 		$306K Buy
3,907
+25
+0.6% +$1.98K 0.09% 37
2024
Q1 		$310K Hold
3,882
– – 0.1% 37
2023
Q4 		$293K Hold
3,882
– – 0.09% 35
2023
Q3 		$268K Hold
3,882
– – 0.09% 37
2023
Q2 		$281K Sell
3,882
-100
-3% -$7.26K 0.1% 37
2023
Q1 		$285K Sell
3,982
-7
-0.2% -$490 0.1% 37
2022
Q4 		$262K Sell
3,989
-1,168
-23% -$73.2K 0.1% 38
2022
Q3 		$289K Sell
5,157
-650
-11% -$40.5K 0.11% 35
2022
Q2 		$363K Hold
5,807
– – 0.14% 34
2022
Q1 		$427K Sell
5,807
-25
-0.4% -$1.87K 0.15% 31
2021
Q4 		$459K Sell
5,832
-50
-0.9% -$3.96K 0.15% 32
2021
Q3 		$459K Hold
5,882
– – 0.16% 29
2021
Q2 		$465K Sell
5,882
-10
-0.2% -$794 0.16% 28
2021
Q1 		$447K Buy
+5,892
New +$444K 0.17% 29

Other funds holding EFA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Cornerstone Wealth Advisors's EFA Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 3,620 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #41.

Cornerstone Wealth Advisors first reported a position in EFA in Q1 2021 and has held it in 23 quarters since. The position peaked at $465K in Q2 2021. 1,594 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Cornerstone Wealth Advisors held 3,620 shares of iShares MSCI EAFE ETF worth $376K as of Q3 2026.
  • Cornerstone Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's iShares MSCI EAFE ETF position peaked at $465K in Q2 2021.
  • 1,594 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.