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DDFG Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

DDFG Inc’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 		$577K Hold
5,558
– – 0.11% 53
2026
Q2 		$577K Sell
5,558
-144
-3% -$14.8K 0.11% 56
2026
Q1 		$554K Buy
5,702
+125
+2% +$12.5K 0.12% 51
2025
Q4 		$536K Sell
5,577
-17
-0.3% -$1.61K 0.12% 52
2025
Q3 		$522K Buy
5,594
+130
+2% +$11.8K 0.12% 52
2025
Q2 		$488K Sell
5,464
-28
-0.5% -$2.39K 0.12% 50
2025
Q1 		$449K Sell
5,492
-1,840
-25% -$148K 0.12% 50
2024
Q4 		$554K Buy
7,332
+19
+0.3% +$1.5K 0.16% 44
2024
Q3 		$612K Sell
7,313
-45
-0.6% -$3.62K 0.17% 45
2024
Q2 		$576K Buy
7,358
+21
+0.3% +$1.66K 0.18% 45
2024
Q1 		$586K Buy
7,337
+140
+2% +$10.7K 0.19% 43
2023
Q4 		$542K Buy
7,197
+17
+0.2% +$1.2K 0.18% 44
2023
Q3 		$495K Buy
7,180
+1,707
+31% +$122K 0.18% 41
2023
Q2 		$397K Buy
5,473
+18
+0.3% +$1.31K 0.15% 48
2023
Q1 		$390K Buy
5,455
+34
+0.6% +$2.38K 0.15% 43
2022
Q4 		$356K Buy
+5,421
New +$340K 0.15% 48

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DDFG Inc's EFA Position: Q3 2026 in Review

DDFG Inc held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 5,558 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #53.

DDFG Inc first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $612K in Q3 2024. 1,148 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • DDFG Inc held 5,558 shares of iShares MSCI EAFE ETF worth $577K as of Q3 2026.
  • DDFG Inc left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.11% of DDFG Inc's portfolio in Q3 2026, its #53 holding.
  • DDFG Inc first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares MSCI EAFE ETF position peaked at $612K in Q3 2024.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.