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Great Waters Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Great Waters Wealth Management’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 		$2.01M Sell
19,367
-109
-0.6% -$11.5K 0.18% 25
2026
Q2 		$2.02M Buy
19,476
+127
+0.7% +$13.1K 0.19% 24
2026
Q1 		$1.88M Sell
19,349
-175
-0.9% -$17.5K 0.2% 24
2025
Q4 		$1.87M Buy
19,524
+292
+2% +$27.7K 0.21% 26
2025
Q3 		$1.8M Sell
19,232
-1,026
-5% -$93.3K 0.21% 25
2025
Q2 		$1.81M Buy
20,258
+300
+2% +$25.6K 0.24% 25
2025
Q1 		$1.63M Sell
19,958
-5,010
-20% -$404K 0.23% 28
2024
Q4 		$1.89M Buy
24,968
+211
+0.9% +$16.7K 0.24% 26
2024
Q3 		$2.07M Sell
24,757
-231
-0.9% -$18.6K 0.28% 25
2024
Q2 		$1.96M Buy
24,988
+67
+0.3% +$5.31K 0.3% 25
2024
Q1 		$1.99M Sell
24,921
-9,167
-27% -$701K 0.33% 25
2023
Q4 		$2.52M Sell
34,088
-509
-1% -$36K 0.45% 19
2023
Q3 		$2.37M Sell
34,597
-885
-2% -$63.4K 0.47% 20
2023
Q2 		$2.57M Buy
35,482
+415
+1% +$30.1K 0.51% 20
2023
Q1 		$2.58M Sell
35,067
-2,540
-7% -$178K 0.55% 19
2022
Q4 		$2.7M Buy
+37,607
New +$2.36M 0.58% 19

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Great Waters Wealth Management's EFA Position: Q3 2026 in Review

Great Waters Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.56% in Q3 2026, selling an estimated $11.5K and leaving 19,367 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #25.

Great Waters Wealth Management first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.7M in Q4 2022. 257 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Great Waters Wealth Management held 19,367 shares of iShares MSCI EAFE ETF worth $2.01M as of Q3 2026.
  • Great Waters Wealth Management sold 109 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $11.5K.
  • iShares MSCI EAFE ETF made up 0.18% of Great Waters Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Great Waters Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's iShares MSCI EAFE ETF position peaked at $2.7M in Q4 2022.
  • 257 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.