Discipline Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Discipline Wealth Solutions’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	$902K	Sell	8,686 -270	-3%	-$28.6K	0.08%	87
2026 Q2	$930K	Sell	8,956 -242	-3%	-$24.9K	0.08%	85
2026 Q1	$893K	Buy	9,198 +1,011	+12%	+$101K	0.09%	77
2025 Q4	$786K	Sell	8,187 -1,664	-17%	-$158K	0.15%	79
2025 Q3	$920K	Buy	9,851 +2,291	+30%	+$208K	0.24%	65
2025 Q2	$676K	Buy	7,560 +3,948	+109%	+$337K	0.26%	49
2025 Q1	$295K	Sell	3,612 -120	-3%	-$9.7K	0.14%	63
2024 Q4	$282K	Sell	3,732 -241	-6%	-$19.1K	0.13%	70
2024 Q3	$332K	Buy	3,973 +1,091	+38%	+$87.8K	0.18%	56
2024 Q2	$226K	Buy	+2,882	New	+$228K	0.18%	26

Other funds holding EFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Discipline Wealth Solutions's EFA Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 3% in Q3 2026, selling an estimated $28.6K and leaving 8,686 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #87.

Discipline Wealth Solutions first reported a position in EFA in Q2 2024 and has held it in 10 quarters since. The position peaked at $930K in Q2 2026. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Discipline Wealth Solutions held 8,686 shares of iShares MSCI EAFE ETF worth $902K as of Q3 2026.
Discipline Wealth Solutions sold 270 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $28.6K.
iShares MSCI EAFE ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #87 holding.
Discipline Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 10 quarters since.
Discipline Wealth Solutions's iShares MSCI EAFE ETF position peaked at $930K in Q2 2026.
1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.