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Farther Finance Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Farther Finance Advisors’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 		$14.7M Buy
141,145
+7,147
+5% +$757K 0.1% 169
2026
Q2 		$13.9M Buy
133,998
+34,985
+35% +$3.6M 0.11% 164
2026
Q1 		$9.76M Sell
99,013
-69,373
-41% -$6.94M 0.09% 195
2025
Q4 		$16.2M Buy
168,386
+47,419
+39% +$4.5M 0.17% 106
2025
Q3 		$11.3M Buy
120,967
+16,847
+16% +$1.53M 0.17% 102
2025
Q2 		$9.31M Buy
104,120
+75,169
+260% +$6.42M 0.19% 107
2025
Q1 		$2.37M Buy
28,951
+11,234
+63% +$905K 0.06% 266
2024
Q4 		$1.34M Sell
17,717
-13,728
-44% -$1.09M 0.05% 290
2024
Q3 		$2.63M Buy
31,445
+2,339
+8% +$188K 0.1% 171
2024
Q2 		$2.28M Buy
29,106
+312
+1% +$24.7K 0.11% 145
2024
Q1 		$2.29M Sell
28,794
-3,362
-10% -$257K 0.14% 125
2023
Q4 		$2.42M Buy
32,156
+29,294
+1,024% +$2.07M 0.17% 111
2023
Q3 		$197K Buy
2,862
+138
+5% +$9.89K 0.03% 394
2023
Q2 		$197K Buy
2,724
+4
+0.1% +$290 0.04% 315
2023
Q1 		$195K Buy
2,720
+2,500
+1,136% +$175K 0.06% 264
2022
Q4 		$14.4K Buy
+220
New +$13.8K 0.01% 833

Other funds holding EFA

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Farther Finance Advisors's EFA Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q3 2026, buying an estimated $757K and bringing the position to 141,145 shares worth $14.7M. The position accounts for 0.1% of the portfolio, ranked #169.

Farther Finance Advisors first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.2M in Q4 2025. 115 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Farther Finance Advisors held 141,145 shares of iShares MSCI EAFE ETF worth $14.7M as of Q3 2026.
  • Farther Finance Advisors bought 7,147 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $757K.
  • iShares MSCI EAFE ETF made up 0.1% of Farther Finance Advisors's portfolio in Q3 2026, its #169 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI EAFE ETF position peaked at $16.2M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.