Grandfield & Dodd
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Grandfield & Dodd’s iShares MSCI EAFE ETF EFA Stock Holding History

Grandfield & Dodd’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 		$868K Hold
8,355
– – 0.05% 119
2026
Q2 		$868K Buy
8,355
+2,400
+40% +$247K 0.05% 120
2026
Q1 		$578K Hold
5,955
– – 0.03% 136
2025
Q4 		$572K Buy
5,955
+1,034
+21% +$98.1K 0.03% 134
2025
Q3 		$460K Hold
4,921
– – 0.03% 145
2025
Q2 		$440K Hold
4,921
– – 0.03% 145
2025
Q1 		$402K Hold
4,921
– – 0.02% 149
2024
Q4 		$372K Hold
4,921
– – 0.02% 161
2024
Q3 		$412K Sell
4,921
-20
-0.4% -$1.61K 0.02% 149
2024
Q2 		$387K Hold
4,941
– – 0.02% 151
2024
Q1 		$395K Hold
4,941
– – 0.02% 151
2023
Q4 		$372K Hold
4,941
– – 0.03% 150
2023
Q3 		$341K Hold
4,941
– – 0.03% 149
2023
Q2 		$358K Hold
4,941
– – 0.03% 149
2023
Q1 		$353K Sell
4,941
-206
-4% -$14.4K 0.02% 156
2022
Q4 		$338K Hold
5,147
– – 0.02% 155
2022
Q3 		$290K Sell
5,147
-760
-13% -$47.4K 0.02% 156
2022
Q2 		$370K Buy
5,907
+446
+8% +$30.4K 0.03% 143
2022
Q1 		$400K Buy
5,461
+275
+5% +$20.6K 0.03% 150
2021
Q4 		$410K Hold
5,186
– – 0.03% 153
2021
Q3 		$400K Buy
5,186
+321
+7% +$25.7K 0.03% 154
2021
Q2 		$380K Hold
4,865
– – 0.03% 150
2021
Q1 		$370K Hold
4,865
– – 0.03% 148
2020
Q4 		$350K Buy
4,865
+926
+24% +$63.3K 0.03% 146
2020
Q3 		$250K Hold
3,939
– – 0.02% 162
2020
Q2 		$240K Sell
3,939
-1,080
-22% -$62.4K 0.02% 157
2020
Q1 		$268K Buy
+5,019
New +$319K 0.03% 146

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Grandfield & Dodd's EFA Position: Q3 2026 in Review

Grandfield & Dodd held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 8,355 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #119.

Grandfield & Dodd first reported a position in EFA in Q1 2020 and has held it in 27 quarters since. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Grandfield & Dodd held 8,355 shares of iShares MSCI EAFE ETF worth $868K as of Q3 2026.
  • Grandfield & Dodd left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Grandfield & Dodd's portfolio in Q3 2026, its #119 holding.
  • Grandfield & Dodd first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 27 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.