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Decision Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Decision Investments’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 		$1.05M Sell
10,099
-100
-1% -$10.6K 0.95% 25
2026
Q2 		$1.06M Buy
10,199
+74
+0.7% +$7.61K 0.96% 22
2026
Q1 		$983K Buy
10,125
+50
+0.5% +$5K 1.12% 20
2025
Q4 		$968K Buy
+10,075
New +$956K 1.06% 22

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Decision Investments's EFA Position: Q3 2026 in Review

Decision Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 0.98% in Q3 2026, selling an estimated $10.6K and leaving 10,099 shares worth $1.05M. The position accounts for 0.95% of the portfolio, ranked #25.

Decision Investments first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Decision Investments held 10,099 shares of iShares MSCI EAFE ETF worth $1.05M as of Q3 2026.
  • Decision Investments sold 100 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $10.6K.
  • iShares MSCI EAFE ETF made up 0.95% of Decision Investments's portfolio in Q3 2026, its #25 holding.
  • Decision Investments first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's iShares MSCI EAFE ETF position peaked at $1.06M in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.