Hillcrest Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Hillcrest Wealth Advisors’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 Q1	$437K	Hold	4,500	–	–	0.18%	38
2025 Q4	$432K	Hold	4,500	–	–	0.19%	37
2025 Q3	$420K	Hold	4,500	–	–	0.19%	35
2025 Q2	$402K	Hold	4,500	–	–	0.19%	36
2025 Q1	$368K	Hold	4,500	–	–	0.18%	38
2024 Q4	$340K	Hold	4,500	–	–	0.16%	41
2024 Q3	$376K	Hold	4,500	–	–	0.19%	35
2024 Q2	$352K	Hold	4,500	–	–	0.19%	36
2024 Q1	$359K	Hold	4,500	–	–	0.19%	36
2023 Q4	$339K	Hold	4,500	–	–	0.19%	39
2023 Q3	$310K	Hold	4,500	–	–	0.18%	41
2023 Q2	$326K	Hold	4,500	–	–	0.19%	37
2023 Q1	$322K	Hold	4,500	–	–	0.19%	39
2022 Q4	$295K	Hold	4,500	–	–	0.18%	39
2022 Q3	$252K	Hold	4,500	–	–	0.16%	43
2022 Q2	$281K	Hold	4,500	–	–	0.17%	42
2022 Q1	$331K	Hold	4,500	–	–	0.18%	40
2021 Q4	$354K	Hold	4,500	–	–	0.19%	41
2021 Q3	$351K	Hold	4,500	–	–	0.21%	42
2021 Q2	$355K	Buy	4,500 +500	+13%	+$39.7K	0.22%	38
2021 Q1	$303K	Hold	4,000	–	–	0.18%	45
2020 Q4	$292K	Hold	4,000	–	–	0.2%	42
2020 Q3	$255K	Hold	4,000	–	–	0.18%	49
2020 Q2	$243K	Hold	4,000	–	–	0.21%	38
2020 Q1	$214K	Hold	4,000	–	–	0.21%	37
2019 Q4	$278K	Hold	4,000	–	–	0.23%	33
2019 Q3	$261K	Hold	4,000	–	–	0.22%	36
2019 Q2	$263K	Hold	4,000	–	–	0.22%	39
2019 Q1	$259K	Hold	4,000	–	–	0.23%	35
2018 Q4	$235K	Buy	+4,000	New	+$250K	0.22%	39

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hillcrest Wealth Advisors's EFA Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,500 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #38.

Hillcrest Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Hillcrest Wealth Advisors held 4,500 shares of iShares MSCI EAFE ETF worth $437K as of Q1 2026.
Hillcrest Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.18% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Hillcrest Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.