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Fi3 Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fi3 Financial 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
Q1 		$4.97M Sell
51,138
-5,350
-9% -$535K 1.43% 14
2025
Q4 		$5.42M Sell
56,488
-2,883
-5% -$273K 1.66% 13
2025
Q3 		$5.54M Sell
59,371
-1,221
-2% -$111K 1.87% 13
2025
Q2 		$5.42M Sell
60,592
-2,046
-3% -$175K 1.95% 10
2025
Q1 		$5.12M Sell
62,638
-483
-0.8% -$38.9K 2.08% 11
2024
Q4 		$4.77M Sell
63,121
-1,723
-3% -$136K 1.79% 11
2024
Q3 		$5.42M Sell
64,844
-1,769
-3% -$142K 2.16% 11
2024
Q2 		$5.22M Buy
66,613
+14
+0% +$1.11K 2.3% 11
2024
Q1 		$5.26M Sell
66,599
-3,783
-5% -$289K 2.42% 10
2023
Q4 		$5.3M Sell
70,382
-878
-1% -$62.1K 2.53% 10
2023
Q3 		$4.91M Sell
71,260
-597
-0.8% -$42.8K 2.64% 10
2023
Q2 		$5.21M Sell
71,857
-4,798
-6% -$348K 2.73% 10
2023
Q1 		$5.48M Sell
76,655
-6,912
-8% -$483K 2.92% 8
2022
Q4 		$5.49M Sell
83,567
-22,915
-22% -$1.44M 3.14% 7
2022
Q3 		$5.96M Sell
106,482
-75,578
-42% -$4.71M 5.43% 6
2022
Q2 		$11.2M Buy
182,060
+86,065
+90% +$5.86M 9.22% 5
2022
Q1 		$7.07M Sell
95,995
-15,287
-14% -$1.14M 5.49% 6
2021
Q4 		$8.76M Buy
111,282
+45,227
+68% +$3.58M 5.73% 7
2021
Q3 		$5.15M Buy
66,055
+296
+0.5% +$23.7K 3.42% 9
2021
Q2 		$5.29M Buy
65,759
+9,648
+17% +$766K 3.63% 9
2021
Q1 		$4.26M Buy
+56,111
New +$4.22M 3.66% 10

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fi3 Financial Advisors's EFA Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 9.5% in Q1 2026, selling an estimated $535K and leaving 51,138 shares worth $4.97M. The position accounts for 1.43% of the portfolio, ranked #14.

Fi3 Financial Advisors first reported a position in EFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.2M in Q2 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Fi3 Financial Advisors held 51,138 shares of iShares MSCI EAFE ETF worth $4.97M as of Q1 2026.
  • Fi3 Financial Advisors sold 5,350 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $535K.
  • iShares MSCI EAFE ETF made up 1.43% of Fi3 Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Fi3 Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's iShares MSCI EAFE ETF position peaked at $11.2M in Q2 2022.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.