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Green Ridge Wealth Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Green Ridge Wealth Planning’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 		$396K Sell
3,813
-35
-0.9% -$3.71K 0.16% 54
2026
Q2 		$400K Sell
3,848
-5,114
-57% -$526K 0.17% 61
2026
Q1 		$870K Sell
8,962
-405
-4% -$40.5K 0.46% 32
2025
Q4 		$900K Buy
+9,367
New +$888K 0.46% 33

Other funds holding EFA

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
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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Green Ridge Wealth Planning's EFA Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 0.91% in Q3 2026, selling an estimated $3.71K and leaving 3,813 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #54.

Green Ridge Wealth Planning first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. The position peaked at $900K in Q4 2025. 100 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Green Ridge Wealth Planning held 3,813 shares of iShares MSCI EAFE ETF worth $396K as of Q3 2026.
  • Green Ridge Wealth Planning sold 35 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $3.71K.
  • iShares MSCI EAFE ETF made up 0.16% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #54 holding.
  • Green Ridge Wealth Planning first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares MSCI EAFE ETF position peaked at $900K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.