ET
EFA icon

Equitable Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Equitable Trust’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 		$1.77M Hold
17,008
– – 0.07% 171
2026
Q2 		$1.77M Buy
17,008
+628
+4% +$64.6K 0.07% 180
2026
Q1 		$1.59M Hold
16,380
– – 0.07% 174
2025
Q4 		$1.57M Hold
16,380
– – 0.07% 178
2025
Q3 		$1.53M Hold
16,380
– – 0.07% 176
2025
Q2 		$1.46M Hold
16,380
– – 0.07% 179
2025
Q1 		$1.34M Hold
16,380
– – 0.07% 186
2024
Q4 		$1.24M Buy
+16,380
New +$1.3M 0.07% 193

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

Equitable Trust's EFA Position: Q3 2026 in Review

Equitable Trust held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 17,008 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #171.

Equitable Trust first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. 508 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Equitable Trust held 17,008 shares of iShares MSCI EAFE ETF worth $1.77M as of Q3 2026.
  • Equitable Trust left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.07% of Equitable Trust's portfolio in Q3 2026, its #171 holding.
  • Equitable Trust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.