Dynamic Advisor Solutions
EFA icon

Dynamic Advisor Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Dynamic Advisor 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
2021
Q1 		– Sell
-1,500
Closed -$1K – 712
2020
Q4 		$1K Buy
+1,500
New +$103K ﹤0.01% 676
2019
Q2 		– Sell
-1,000
Closed -$1K – 531
2019
Q1 		$1K Buy
+1,000
New +$63K ﹤0.01% 429

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NYU
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Bailard
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WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's EFA Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 24% in Q3 2026, selling an estimated $1.33M and leaving 39,110 shares worth $4.06M. The position accounts for 0.12% of the portfolio, ranked #184.

Dynamic Advisor Solutions first reported a position in EFA in Q1 2016 and has held it in 38 quarters since. The position peaked at $5.36M in Q2 2026. 582 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Dynamic Advisor Solutions held 39,110 shares of iShares MSCI EAFE ETF worth $4.06M as of Q3 2026.
  • Dynamic Advisor Solutions sold 12,524 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.33M.
  • iShares MSCI EAFE ETF made up 0.12% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #184 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 38 quarters since.
  • Dynamic Advisor Solutions's iShares MSCI EAFE ETF position peaked at $5.36M in Q2 2026.
  • 582 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.