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Galvin Gaustad & Stein’s iShares MSCI EAFE ETF EFA Stock Holding History

Galvin Gaustad & Stein’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 		$315K Sell
3,035
-205
-6% -$21.7K 0.02% 215
2026
Q2 		$337K Buy
3,240
+9
+0.3% +$926 0.02% 220
2026
Q1 		$314K Sell
3,231
-50
-2% -$5K 0.03% 209
2025
Q4 		$315K Buy
3,281
+589
+22% +$55.9K 0.02% 208
2025
Q3 		$251K Hold
2,692
– – 0.02% 187
2025
Q2 		$241K Hold
2,692
– – 0.02% 177
2025
Q1 		$220K Buy
+2,692
New +$217K 0.02% 173
2024
Q4 		– Sell
-2,392
Closed -$200K – 185
2024
Q3 		$200K Buy
+2,392
New +$192K 0.02% 183
2024
Q1 		– Sell
-3,745
Closed -$282K – 188
2023
Q4 		$282K Hold
3,745
– – 0.03% 149
2023
Q3 		$258K Hold
3,745
– – 0.03% 152
2023
Q2 		$272K Sell
3,745
-367
-9% -$26.6K 0.03% 146
2023
Q1 		$294K Sell
4,112
-286
-7% -$20K 0.03% 142
2022
Q4 		$289K Buy
4,398
+117
+3% +$7.33K 0.03% 135
2022
Q3 		$240K Sell
4,281
-364
-8% -$22.7K 0.03% 143
2022
Q2 		$290K Buy
4,645
+1,086
+31% +$73.9K 0.03% 139
2022
Q1 		$262K Sell
3,559
-100
-3% -$7.48K 0.02% 150
2021
Q4 		$288K Sell
3,659
-600
-14% -$47.5K 0.02% 151
2021
Q3 		$332K Sell
4,259
-83
-2% -$6.64K 0.03% 144
2021
Q2 		$343K Hold
4,342
– – 0.03% 149
2021
Q1 		$329K Sell
4,342
-1,373
-24% -$103K 0.03% 155
2020
Q4 		$417K Buy
+5,715
New +$391K 0.04% 139

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
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
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 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

Galvin Gaustad & Stein's EFA Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI EAFE ETF (EFA) stake by 6.3% in Q3 2026, selling an estimated $21.7K and leaving 3,035 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #215.

Galvin Gaustad & Stein first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $417K in Q4 2020. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Galvin Gaustad & Stein held 3,035 shares of iShares MSCI EAFE ETF worth $315K as of Q3 2026.
  • Galvin Gaustad & Stein sold 205 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.7K.
  • iShares MSCI EAFE ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #215 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Galvin Gaustad & Stein's iShares MSCI EAFE ETF position peaked at $417K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.