Eclectic Associates
EFA icon

Eclectic Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Eclectic Associates’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 		$4.1M Buy
39,473
+721
+2% +$76.4K 0.46% 40
2026
Q2 		$4.03M Buy
38,752
+827
+2% +$85.1K 0.46% 41
2026
Q1 		$3.68M Buy
37,925
+22,657
+148% +$2.27M 0.49% 41
2025
Q4 		$1.47M Buy
+15,268
New +$1.45M 0.23% 62

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
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
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
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Eclectic Associates's EFA Position: Q3 2026 in Review

Eclectic Associates increased its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q3 2026, buying an estimated $76.4K and bringing the position to 39,473 shares worth $4.1M. The position accounts for 0.46% of the portfolio, ranked #40.

Eclectic Associates first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Eclectic Associates held 39,473 shares of iShares MSCI EAFE ETF worth $4.1M as of Q3 2026.
  • Eclectic Associates bought 721 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $76.4K.
  • iShares MSCI EAFE ETF made up 0.46% of Eclectic Associates's portfolio in Q3 2026, its #40 holding.
  • Eclectic Associates first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.