Forvis Mazars Wealth Advisors’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
Q1 | $7.3M | Sell |
75,174
-2,415
| -3% | -$242K | 0.14% | 77 |
|
|
2025
Q4 | $7.45M | Sell |
77,589
-404
| -0.5% | -$38.3K | 0.14% | 74 |
|
|
2025
Q3 | $7.28M | Sell |
77,993
-9,935
| -11% | -$903K | 0.14% | 74 |
|
|
2025
Q2 | $7.86M | Sell |
87,928
-2,552
| -3% | -$218K | 0.17% | 66 |
|
|
2025
Q1 | $7.39M | Sell |
90,480
-2,348
| -3% | -$189K | 0.18% | 71 |
|
|
2024
Q4 | $7.02M | Sell |
92,828
-6,297
| -6% | -$499K | 0.16% | 75 |
|
|
2024
Q3 | $8.29M | Sell |
99,125
-3,490
| -3% | -$281K | 0.19% | 69 |
|
|
2024
Q2 | $8.04M | Sell |
102,615
-5,540
| -5% | -$439K | 0.2% | 65 |
|
|
2024
Q1 | $8.64M | Buy |
108,155
+5,046
| +5% | +$386K | 0.22% | 66 |
|
|
2023
Q4 | $7.77M | Sell |
103,109
-2,506
| -2% | -$177K | 0.22% | 65 |
|
|
2023
Q3 | $7.28M | Sell |
105,615
-749
| -0.7% | -$53.7K | 0.22% | 67 |
|
|
2023
Q2 | $7.71M | Buy |
106,364
+3,449
| +3% | +$250K | 0.23% | 71 |
|
|
2023
Q1 | $7.36M | Sell |
102,915
-1,678
| -2% | -$117K | 0.24% | 67 |
|
|
2022
Q4 | $6.87M | Sell |
104,593
-974
| -0.9% | -$61K | 0.24% | 65 |
|
|
2022
Q3 | $5.91M | Sell |
105,567
-2,189
| -2% | -$136K | 0.24% | 65 |
|
|
2022
Q2 | $6.73M | Buy |
107,756
+2,059
| +2% | +$140K | 0.27% | 58 |
|
|
2022
Q1 | $7.78M | Sell |
105,697
-1,027
| -1% | -$76.8K | 0.33% | 37 |
|
|
2021
Q4 | $8.4M | Sell |
106,724
-31
| -0% | -$2.46K | 0.35% | 34 |
|
|
2021
Q3 | $8.33M | Sell |
106,755
-800
| -0.7% | -$64K | 0.38% | 32 |
|
|
2021
Q2 | $8.48M | Sell |
107,555
-1,753
| -2% | -$139K | 0.39% | 32 |
|
|
2021
Q1 | $8.29M | Sell |
109,308
-1,500
| -1% | -$113K | 0.41% | 27 |
|
|
2020
Q4 | $8.09M | Sell |
110,808
-7,617
| -6% | -$521K | 0.41% | 31 |
|
|
2020
Q3 | $7.54M | Sell |
118,425
-3,118
| -3% | -$200K | 0.44% | 32 |
|
|
2020
Q2 | $7.4M | Sell |
121,543
-3,615
| -3% | -$209K | 0.48% | 26 |
|
|
2020
Q1 | $6.69M | Sell |
125,158
-3,312
| -3% | -$210K | 0.55% | 25 |
|
|
2019
Q4 | $8.92M | Sell |
128,470
-3,469
| -3% | -$234K | 0.64% | 20 |
|
|
2019
Q3 | $8.6M | Sell |
131,939
-12,956
| -9% | -$835K | 0.69% | 19 |
|
|
2019
Q2 | $9.52M | Sell |
144,895
-2,181
| -1% | -$143K | 0.77% | 17 |
|
|
2019
Q1 | $9.54M | Sell |
147,076
-4,113
| -3% | -$259K | 0.79% | 15 |
|
|
2018
Q4 | $8.89M | Sell |
151,189
-10,429
| -6% | -$651K | 0.91% | 15 |
|
|
2018
Q3 | $11M | Sell |
161,618
-1,425
| -0.9% | -$96.2K | 0.96% | 13 |
|
|
2018
Q2 | $10.9M | Buy |
163,043
+20
| +0% | +$1.4K | 1.06% | 11 |
|
|
2018
Q1 | $11.4M | Buy |
163,023
+6,657
| +4% | +$475K | 1.14% | 10 |
|
|
2017
Q4 | $11M | Sell |
156,366
-2,080
| -1% | -$145K | 1.1% | 10 |
|
|
2017
Q3 | $10.8M | Sell |
158,446
-3,531
| -2% | -$236K | 1.19% | 10 |
|
|
2017
Q2 | $10.6M | Sell |
161,977
-4,331
| -3% | -$280K | 1.2% | 9 |
|
|
2017
Q1 | $10.4M | Sell |
166,308
-18,464
| -10% | -$1.12M | 1.26% | 10 |
|
|
2016
Q4 | $10.7M | Sell |
184,772
-6,691
| -3% | -$386K | 1.4% | 9 |
|
|
2016
Q3 | $11.3M | Sell |
191,463
-7,314
| -4% | -$424K | 1.58% | 9 |
|
|
2016
Q2 | $11.1M | Sell |
198,777
-10,353
| -5% | -$596K | 1.65% | 12 |
|
|
2016
Q1 | $12M | Sell |
209,130
-13,930
| -6% | -$768K | 1.91% | 12 |
|
|
2015
Q4 | $13.1M | Sell |
223,060
-7,670
| -3% | -$462K | 1.97% | 11 |
|
|
2015
Q3 | $13.2M | Sell |
230,730
-20,763
| -8% | -$1.28M | 2.33% | 10 |
|
|
2015
Q2 | $16M | Sell |
251,493
-1,863
| -0.7% | -$124K | 2.39% | 10 |
|
|
2015
Q1 | $16.3M | Sell |
253,356
-1,830
| -0.7% | -$115K | 2.35% | 11 |
|
|
2014
Q4 | $15.5M | Buy |
255,186
+32,212
| +14% | +$2.01M | 2.54% | 10 |
|
|
2014
Q3 | $14.3M | Sell |
222,974
-14,621
| -6% | -$975K | 2.47% | 11 |
|
|
2014
Q2 | $16.2M | Sell |
237,595
-56,219
| -19% | -$3.85M | 2.77% | 10 |
|
|
2014
Q1 | $19.7M | Sell |
293,814
-5,915
| -2% | -$391K | 3.49% | 7 |
|
|
2013
Q4 | $20.1M | Sell |
299,729
-22,237
| -7% | -$1.45M | 3.72% | 7 |
|
|
2013
Q3 | $20.5M | Buy |
+321,966
| New | +$19.7M | 4.21% | 6 |
|
Other funds holding EFA
NMIMC
Forvis Mazars Wealth Advisors's EFA Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q1 2026, selling an estimated $242K and leaving 75,174 shares worth $7.3M. The position accounts for 0.14% of the portfolio, ranked #77.
Forvis Mazars Wealth Advisors first reported a position in EFA in Q3 2013 and has held it in 51 quarters since. The position peaked at $20.5M in Q3 2013. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Forvis Mazars Wealth Advisors held 75,174 shares of iShares MSCI EAFE ETF worth $7.3M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 2,415 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $242K.
- iShares MSCI EAFE ETF made up 0.14% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #77 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's iShares MSCI EAFE ETF position peaked at $20.5M in Q3 2013.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.