David J. Yvars Group
EFA icon

David J. Yvars Group’s iShares MSCI EAFE ETF EFA Stock Holding History

David J. Yvars 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 		$1.14M Sell
11,019
-50
-0.5% -$5.3K 0.53% 26
2026
Q2 		$1.15M Sell
11,069
-266
-2% -$27.4K 0.54% 25
2026
Q1 		$1.1M Sell
11,335
-280
-2% -$28K 0.62% 26
2025
Q4 		$1.12M Sell
11,615
-19
-0.2% -$1.8K 0.59% 25
2025
Q3 		$1.09M Sell
11,634
-95
-0.8% -$8.64K 0.58% 27
2025
Q2 		$1.05M Buy
+11,729
New +$1M 0.61% 26

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
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
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

David J. Yvars Group's EFA Position: Q3 2026 in Review

David J. Yvars Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.45% in Q3 2026, selling an estimated $5.3K and leaving 11,019 shares worth $1.14M. The position accounts for 0.53% of the portfolio, ranked #26.

David J. Yvars Group first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2026. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • David J. Yvars Group held 11,019 shares of iShares MSCI EAFE ETF worth $1.14M as of Q3 2026.
  • David J. Yvars Group sold 50 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $5.3K.
  • iShares MSCI EAFE ETF made up 0.53% of David J. Yvars Group's portfolio in Q3 2026, its #26 holding.
  • David J. Yvars Group first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • David J. Yvars Group's iShares MSCI EAFE ETF position peaked at $1.15M in Q2 2026.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.