Ellevest Inc’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $574K | Hold |
5,522
| – | – | 0.07% | 215 |
|
|
2026
Q2 | $574K | Sell |
5,522
-278
| -5% | -$28.6K | 0.07% | 219 |
|
|
2026
Q1 | $563K | Buy |
5,800
+850
| +17% | +$85K | 0.08% | 186 |
|
|
2025
Q4 | $475K | Hold |
4,950
| – | – | 0.07% | 240 |
|
|
2025
Q3 | $462K | Hold |
4,950
| – | – | 0.07% | 235 |
|
|
2025
Q2 | $442K | Hold |
4,950
| – | – | 0.07% | 220 |
|
|
2025
Q1 | $405K | Buy |
4,950
+2,064
| +72% | +$166K | 0.03% | 232 |
|
|
2024
Q4 | $218K | Sell |
2,886
-2,277
| -44% | -$180K | 0.01% | 377 |
|
|
2024
Q3 | $432K | Sell |
5,163
-1,072
| -17% | -$86.3K | 0.02% | 250 |
|
|
2024
Q2 | $488K | Hold |
6,235
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $498K | Hold |
6,235
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $470K | Buy |
6,235
+295
| +5% | +$20.8K | 0.03% | 191 |
|
|
2023
Q3 | $409K | Sell |
5,940
-150
| -2% | -$10.7K | 0.03% | 195 |
|
|
2023
Q2 | $442K | Buy |
6,090
+150
| +3% | +$10.9K | 0.03% | 179 |
|
|
2023
Q1 | $425K | Hold |
5,940
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $390K | Sell |
5,940
-95
| -2% | -$5.95K | 0.03% | 178 |
|
|
2022
Q3 | $338K | Buy |
6,035
+100
| +2% | +$6.23K | 0.03% | 163 |
|
|
2022
Q2 | $371K | Buy |
5,935
+87
| +1% | +$5.92K | 0.03% | 151 |
|
|
2022
Q1 | $430K | Buy |
5,848
+7
| +0.1% | +$524 | 0.04% | 154 |
|
|
2021
Q4 | $460K | Buy |
5,841
+55
| +1% | +$4.36K | 0.04% | 120 |
|
|
2021
Q3 | $451K | Buy |
5,786
+1,968
| +52% | +$157K | 0.04% | 103 |
|
|
2021
Q2 | $301K | Buy |
3,818
+1,324
| +53% | +$105K | 0.03% | 167 |
|
|
2021
Q1 | $189K | Buy |
2,494
+344
| +16% | +$25.9K | 0.02% | 234 |
|
|
2020
Q4 | $157K | Buy |
2,150
+21
| +1% | +$1.44K | 0.02% | 214 |
|
|
2020
Q3 | $136K | Sell |
2,129
-150
| -7% | -$9.6K | 0.02% | 183 |
|
|
2020
Q2 | $139K | Buy |
2,279
+127
| +6% | +$7.34K | 0.03% | 147 |
|
|
2020
Q1 | $115K | Sell |
2,152
-2,705
| -56% | -$172K | 0.03% | 126 |
|
|
2019
Q4 | $337K | Buy |
4,857
+7
| +0.1% | +$473 | 0.09% | 39 |
|
|
2019
Q3 | $316K | Buy |
4,850
+1,847
| +62% | +$119K | 0.11% | 38 |
|
|
2019
Q2 | $197K | Hold |
3,003
| – | – | 0.08% | 54 |
|
|
2019
Q1 | $195K | Hold |
3,003
| – | – | 0.09% | 49 |
|
|
2018
Q4 | $177K | Buy |
+3,003
| New | +$188K | 0.09% | 70 |
|
Other funds holding EFA
Ellevest Inc's EFA Position: Q3 2026 in Review
Ellevest Inc held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 5,522 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #215.
Ellevest Inc first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.
- Ellevest Inc held 5,522 shares of iShares MSCI EAFE ETF worth $574K as of Q3 2026.
- Ellevest Inc left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
- iShares MSCI EAFE ETF made up 0.07% of Ellevest Inc's portfolio in Q3 2026, its #215 holding.
- Ellevest Inc first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
- 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.
Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.