Creative Financial Designs’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.4K | Sell |
890
-1,221
| -58% | -$122K | 0.01% | 722 |
|
|
2025
Q4 | $203K | Buy |
2,111
+34
| +2% | +$3.23K | 0.01% | 470 |
|
|
2025
Q3 | $194K | Sell |
2,077
-31
| -1% | -$2.82K | 0.01% | 476 |
|
|
2025
Q2 | $188K | Buy |
2,108
+502
| +31% | +$42.9K | 0.01% | 503 |
|
|
2025
Q1 | $131K | Hold |
1,606
| – | – | 0.01% | 546 |
|
|
2024
Q4 | $121K | Buy |
1,606
+20
| +1% | +$1.58K | 0.01% | 554 |
|
|
2024
Q3 | $133K | Hold |
1,586
| – | – | 0.01% | 536 |
|
|
2024
Q2 | $124K | Buy |
1,586
+24
| +2% | +$1.9K | 0.01% | 536 |
|
|
2024
Q1 | $125K | Hold |
1,562
| – | – | 0.01% | 523 |
|
|
2023
Q4 | $118K | Buy |
1,562
+17
| +1% | +$1.2K | 0.01% | 508 |
|
|
2023
Q3 | $106K | Hold |
1,545
| – | – | 0.01% | 478 |
|
|
2023
Q2 | $112K | Sell |
1,545
-159
| -9% | -$11.5K | 0.01% | 457 |
|
|
2023
Q1 | $122K | Sell |
1,704
-969
| -36% | -$67.8K | 0.02% | 427 |
|
|
2022
Q4 | $175K | Buy |
2,673
+5
| +0.2% | +$313 | 0.03% | 335 |
|
|
2022
Q3 | $149K | Sell |
2,668
-1,296
| -33% | -$80.8K | 0.02% | 352 |
|
|
2022
Q2 | $248K | Buy |
3,964
+928
| +31% | +$63.2K | 0.04% | 261 |
|
|
2022
Q1 | $223K | Sell |
3,036
-372
| -11% | -$27.8K | 0.03% | 279 |
|
|
2021
Q4 | $268K | Buy |
3,408
+567
| +20% | +$44.9K | 0.04% | 263 |
|
|
2021
Q3 | $222K | Sell |
2,841
-769
| -21% | -$61.5K | 0.04% | 279 |
|
|
2021
Q2 | $285K | Buy |
3,610
+786
| +28% | +$62.4K | 0.05% | 245 |
|
|
2021
Q1 | $214K | Hold |
2,824
| – | – | 0.04% | 261 |
|
|
2020
Q4 | $206K | Buy |
2,824
+12
| +0.4% | +$821 | 0.04% | 246 |
|
|
2020
Q3 | $179K | Sell |
2,812
-670
| -19% | -$42.9K | 0.04% | 247 |
|
|
2020
Q2 | $212K | Buy |
3,482
+422
| +14% | +$24.4K | 0.06% | 201 |
|
|
2020
Q1 | $164K | Sell |
3,060
-350
| -10% | -$22.2K | 0.08% | 142 |
|
|
2019
Q4 | $239K | Sell |
3,410
-1,089
| -24% | -$73.6K | 0.11% | 135 |
|
|
2019
Q3 | $285K | Buy |
4,499
+40
| +0.9% | +$2.58K | 0.15% | 117 |
|
|
2019
Q2 | $293K | Buy |
4,459
+29
| +0.7% | +$1.9K | 0.16% | 104 |
|
|
2019
Q1 | $287K | Buy |
4,430
+1,268
| +40% | +$79.9K | 0.17% | 95 |
|
|
2018
Q4 | $186K | Buy |
3,162
+286
| +10% | +$17.9K | 0.13% | 112 |
|
|
2018
Q3 | $196K | Buy |
2,876
+699
| +32% | +$47.2K | 0.11% | 123 |
|
|
2018
Q2 | $146K | Buy |
2,177
+2
| +0.1% | +$140 | 0.09% | 152 |
|
|
2018
Q1 | $152K | Buy |
2,175
+143
| +7% | +$10.2K | 0.1% | 134 |
|
|
2017
Q4 | $143K | Sell |
2,032
-205
| -9% | -$14.3K | 0.1% | 138 |
|
|
2017
Q3 | $153K | Buy |
2,237
+320
| +17% | +$21.4K | 0.09% | 154 |
|
|
2017
Q2 | $125K | Sell |
1,917
-1,310
| -41% | -$84.8K | 0.08% | 162 |
|
|
2017
Q1 | $196K | Sell |
3,227
-2,475
| -43% | -$150K | 0.14% | 134 |
|
|
2016
Q4 | $329K | Buy |
+5,702
| New | +$329K | 0.27% | 85 |
|
Other funds holding EFA
NMIMC
Creative Financial Designs's EFA Position: Q1 2026 in Review
Creative Financial Designs reduced its iShares MSCI EAFE ETF (EFA) stake by 58% in Q1 2026, selling an estimated $122K and leaving 890 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #722.
Creative Financial Designs first reported a position in EFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $329K in Q4 2016. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Creative Financial Designs held 890 shares of iShares MSCI EAFE ETF worth $86.4K as of Q1 2026.
- Creative Financial Designs sold 1,221 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $122K.
- iShares MSCI EAFE ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #722 holding.
- Creative Financial Designs first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's iShares MSCI EAFE ETF position peaked at $329K in Q4 2016.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.