Fairman Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Fairman Group’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	$2.24M	Hold	21,535	–	–	1.6%	14
2026 Q2	$2.24M	Sell	21,535 -3	-0%	-$309	1.76%	13
2026 Q1	$2.09M	Hold	21,538	–	–	1.79%	11
2025 Q4	$2.07M	Buy	21,538 +383	+2%	+$36.3K	1.65%	12
2025 Q3	$1.98M	Hold	21,155	–	–	1.59%	13
2025 Q2	$1.89M	Buy	21,155 +365	+2%	+$31.2K	1.56%	12
2025 Q1	$1.57M	Hold	20,790	–	–	1.44%	11
2024 Q4	$1.57M	Buy	20,790 +289	+1%	+$22.9K	1.29%	11
2024 Q3	$1.71M	Hold	20,501	–	–	1.55%	10
2024 Q2	$1.61M	Buy	20,501 +362	+2%	+$28.7K	1.63%	10
2024 Q1	$1.61M	Hold	20,139	–	–	1.52%	10
2023 Q4	$1.52M	Buy	+20,139	New	+$1.42M	1.45%	10

Other funds holding EFA

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Fairman Group's EFA Position: Q3 2026 in Review

Fairman Group held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 21,535 shares worth $2.24M. The position accounts for 1.6% of the portfolio, ranked #14.

Fairman Group first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. 1,534 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Fairman Group held 21,535 shares of iShares MSCI EAFE ETF worth $2.24M as of Q3 2026.
Fairman Group left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 1.6% of Fairman Group's portfolio in Q3 2026, its #14 holding.
Fairman Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
1,534 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.