Gradient Capital 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
Q2 | $507K | Hold |
4,885
| – | – | 0.12% | 110 |
|
|
2026
Q1 | $474K | Hold |
4,885
| – | – | 0.12% | 109 |
|
|
2025
Q4 | $469K | Hold |
4,885
| – | – | 0.12% | 110 |
|
|
2025
Q3 | $456K | Hold |
4,885
| – | – | 0.12% | 107 |
|
|
2025
Q2 | $437K | Hold |
4,885
| – | – | 0.13% | 107 |
|
|
2025
Q1 | $399K | Hold |
4,885
| – | – | 0.13% | 106 |
|
|
2024
Q4 | $369K | Hold |
4,885
| – | – | 0.12% | 111 |
|
|
2024
Q3 | $409K | Hold |
4,885
| – | – | 0.14% | 101 |
|
|
2024
Q2 | $383K | Hold |
4,885
| – | – | 0.14% | 105 |
|
|
2024
Q1 | $390K | Hold |
4,885
| – | – | 0.14% | 106 |
|
|
2023
Q4 | $368K | Sell |
4,885
-170
| -3% | -$12K | 0.14% | 106 |
|
|
2023
Q3 | $348K | Hold |
5,055
| – | – | 0.15% | 104 |
|
|
2023
Q2 | $366K | Hold |
5,055
| – | – | 0.15% | 99 |
|
|
2023
Q1 | $362K | Hold |
5,055
| – | – | 0.15% | 96 |
|
|
2022
Q4 | $332K | Sell |
5,055
-575
| -10% | -$36K | 0.15% | 99 |
|
|
2022
Q3 | $315K | Hold |
5,630
| – | – | 0.15% | 97 |
|
|
2022
Q2 | $352K | Hold |
5,630
| – | – | 0.17% | 91 |
|
|
2022
Q1 | $414K | Hold |
5,630
| – | – | 0.18% | 89 |
|
|
2021
Q4 | $443K | Sell |
5,630
-153
| -3% | -$12.1K | 0.18% | 85 |
|
|
2021
Q3 | $451K | Hold |
5,783
| – | – | 0.21% | 80 |
|
|
2021
Q2 | $456K | Hold |
5,783
| – | – | 0.21% | 78 |
|
|
2021
Q1 | $439K | Sell |
5,783
-170
| -3% | -$12.8K | 0.23% | 79 |
|
|
2020
Q4 | $434K | Hold |
5,953
| – | – | 0.25% | 73 |
|
|
2020
Q3 | $379K | Hold |
5,953
| – | – | 0.24% | 74 |
|
|
2020
Q2 | $362K | Hold |
5,953
| – | – | 0.24% | 74 |
|
|
2020
Q1 | $318K | Hold |
5,953
| – | – | 0.26% | 74 |
|
|
2019
Q4 | $413K | Hold |
5,953
| – | – | 0.29% | 70 |
|
|
2019
Q3 | $388K | Hold |
5,953
| – | – | 0.29% | 68 |
|
|
2019
Q2 | $391K | Hold |
5,953
| – | – | 0.3% | 64 |
|
|
2019
Q1 | $386K | Sell |
5,953
-451
| -7% | -$28.4K | 0.31% | 63 |
|
|
2018
Q4 | $376K | Sell |
6,404
-215
| -3% | -$13.4K | 0.32% | 58 |
|
|
2018
Q3 | $450K | Hold |
6,619
| – | – | 0.38% | 56 |
|
|
2018
Q2 | $443K | Hold |
6,619
| – | – | 0.41% | 51 |
|
|
2018
Q1 | $461K | Hold |
6,619
| – | – | 0.46% | 46 |
|
|
2017
Q4 | $465K | Buy |
+6,619
| New | +$460K | 0.48% | 43 |
|
Other funds holding EFA
NMIMC
Gradient Capital Advisors's EFA Position: Q2 2026 in Review
Gradient Capital Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,885 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #110.
Gradient Capital Advisors first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Gradient Capital Advisors held 4,885 shares of iShares MSCI EAFE ETF worth $507K as of Q2 2026.
- Gradient Capital Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
- iShares MSCI EAFE ETF made up 0.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #110 holding.
- Gradient Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
- 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.