GER Loftin Wealth Advisors LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

GER Loftin Wealth Advisors LLC’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	$2.06M	Buy	+19,841	New	+$2.1M	0.66%	33

Other funds holding EFA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

GER Loftin Wealth Advisors LLC's EFA Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 19,841 shares worth $2.06M. The stake represents 0.66% of the portfolio and ranks #33 among its holdings.

1,798 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

GER Loftin Wealth Advisors LLC held 19,841 shares of iShares MSCI EAFE ETF worth $2.06M as of Q3 2026.
iShares MSCI EAFE ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
iShares MSCI EAFE ETF made up 0.66% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #33 holding.
1,798 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.