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Graves Light Lenhart Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Graves Light Lenhart Wealth’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 		$3.51M Sell
33,775
-1,091
-3% -$116K 0.33% 47
2026
Q2 		$3.62M Sell
34,866
-330
-0.9% -$33.9K 0.34% 48
2026
Q1 		$3.42M Sell
35,196
-311
-0.9% -$31.1K 0.36% 48
2025
Q4 		$3.41M Sell
35,507
-69
-0.2% -$6.54K 0.36% 48
2025
Q3 		$3.32M Sell
35,576
-100
-0.3% -$9.09K 0.37% 50
2025
Q2 		$3.19M Sell
35,676
-436
-1% -$37.2K 0.38% 50
2025
Q1 		$2.95M Sell
36,112
-335
-0.9% -$27K 0.36% 50
2024
Q4 		$2.76M Sell
36,447
-336
-0.9% -$26.6K 0.34% 53
2024
Q3 		$3.08M Sell
36,783
-23,720
-39% -$1.91M 0.38% 51
2024
Q2 		$4.75M Hold
60,503
– – 0.54% 44
2024
Q1 		$4.83M Sell
60,503
-35
-0.1% -$2.68K 0.56% 43
2023
Q4 		$4.56M Sell
60,538
-305
-0.5% -$21.6K 0.57% 43
2023
Q3 		$4.17M Sell
60,843
-194
-0.3% -$13.9K 0.57% 42
2023
Q2 		$4.43M Buy
+61,037
New +$4.43M 0.6% 42
2023
Q1 		– Sell
-67,968
Closed -$4.46M – 193
2022
Q4 		$4.46M Sell
67,968
-1,496
-2% -$93.7K 0.69% 36
2022
Q3 		$3.89M Sell
69,464
-3,538
-5% -$221K 0.65% 40
2022
Q2 		$4.56M Sell
73,002
-2,633
-3% -$179K 0.7% 37
2022
Q1 		$5.57M Sell
75,635
-1,424
-2% -$107K 0.78% 33
2021
Q4 		$6.06M Sell
77,059
-1,076
-1% -$85.2K 0.86% 30
2021
Q3 		$6.09M Hold
78,135
– – 0.96% 30
2021
Q2 		$6.16M Sell
78,135
-128
-0.2% -$10.2K 0.99% 31
2021
Q1 		$5.94M Sell
78,263
-298
-0.4% -$22.4K 1.02% 27
2020
Q4 		$5.73M Sell
78,561
-1,523
-2% -$104K 1.07% 27
2020
Q3 		$5.1M Hold
80,084
– – 1.13% 26
2020
Q2 		$4.88M Buy
80,084
+11,687
+17% +$676K 1.14% 27
2020
Q1 		$3.66M Sell
68,397
-1,197
-2% -$76K 0.99% 30
2019
Q4 		$4.83M Buy
69,594
+5,441
+8% +$367K 1.02% 31
2019
Q3 		$4.33M Buy
64,153
+2,083
+3% +$134K 0.95% 34
2019
Q2 		$4.08M Buy
62,070
+1,723
+3% +$113K 0.98% 33
2019
Q1 		$3.91M Buy
60,347
+6,057
+11% +$382K 1% 31
2018
Q4 		$3.19M Buy
+54,290
New +$3.39M 0.94% 34

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

Graves Light Lenhart Wealth's EFA Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q3 2026, selling an estimated $116K and leaving 33,775 shares worth $3.51M. The position accounts for 0.33% of the portfolio, ranked #47.

Graves Light Lenhart Wealth first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.16M in Q2 2021. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Graves Light Lenhart Wealth held 33,775 shares of iShares MSCI EAFE ETF worth $3.51M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 1,091 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $116K.
  • iShares MSCI EAFE ETF made up 0.33% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #47 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's iShares MSCI EAFE ETF position peaked at $6.16M in Q2 2021.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.