Doliver Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Doliver Advisors’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	$779K	Sell	7,503 -200	-3%	-$21.2K	0.17%	89
2026 Q2	$800K	Sell	7,703 -30	-0.4%	-$3.09K	0.18%	95
2026 Q1	$751K	Buy	7,733 +282	+4%	+$28.2K	0.17%	94
2025 Q4	$716K	Sell	7,451 -209	-3%	-$19.8K	0.18%	96
2025 Q3	$715K	Buy	7,660 +30	+0.4%	+$2.73K	0.19%	95
2025 Q2	$682K	Hold	7,630	–	–	0.19%	92
2025 Q1	$624K	Sell	7,630 -1,070	-12%	-$86.2K	0.18%	86
2024 Q4	$658K	Sell	8,700 -850	-9%	-$67.3K	0.18%	81
2024 Q3	$799K	Sell	9,550 -700	-7%	-$56.3K	0.22%	69
2024 Q2	$803K	Sell	10,250 -530	-5%	-$42K	0.22%	67
2024 Q1	$861K	Hold	10,780	–	–	0.24%	69
2023 Q4	$812K	Sell	10,780 -650	-6%	-$45.9K	0.25%	66
2023 Q3	$788K	Sell	11,430 -800	-7%	-$57.3K	0.24%	66
2023 Q2	$887K	Hold	12,230	–	–	0.27%	68
2023 Q1	$875K	Buy	+12,230	New	+$855K	0.27%	62
2022 Q2	–	Sell	-2,730	Closed	-$201K	–	169
2022 Q1	$201K	Buy	+2,730	New	+$204K	0.06%	161
2021 Q3	–	Sell	-2,000	Closed	-$158K	–	177
2021 Q2	$158K	Buy	+2,000	New	+$159K	0.05%	137

Other funds holding EFA

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Doliver Advisors's EFA Position: Q3 2026 in Review

Doliver Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q3 2026, selling an estimated $21.2K and leaving 7,503 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #89.

Doliver Advisors first reported a position in EFA in Q2 2021 and has held it in 17 quarters since. The position peaked at $887K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Doliver Advisors held 7,503 shares of iShares MSCI EAFE ETF worth $779K as of Q3 2026.
Doliver Advisors sold 200 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.2K.
iShares MSCI EAFE ETF made up 0.17% of Doliver Advisors's portfolio in Q3 2026, its #89 holding.
Doliver Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 17 quarters since.
Doliver Advisors's iShares MSCI EAFE ETF position peaked at $887K in Q2 2023.
1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.