Holistic Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $958K | Sell |
9,863
-35
| -0.4% | -$3.5K | 0.36% | 42 |
|
|
2025
Q4 | $950K | Sell |
9,898
-79
| -0.8% | -$7.49K | 0.34% | 41 |
|
|
2025
Q3 | $932K | Sell |
9,977
-1,924
| -16% | -$175K | 0.38% | 38 |
|
|
2025
Q2 | $1.06M | Sell |
11,901
-16
| -0.1% | -$1.37K | 0.47% | 36 |
|
|
2025
Q1 | $974K | Hold |
11,917
| – | – | 0.47% | 30 |
|
|
2024
Q4 | $901K | Buy |
11,917
+224
| +2% | +$17.7K | 0.45% | 32 |
|
|
2024
Q3 | $978K | Sell |
11,693
-716
| -6% | -$57.6K | 0.47% | 32 |
|
|
2024
Q2 | $972K | Sell |
12,409
-333
| -3% | -$26.4K | 0.49% | 31 |
|
|
2024
Q1 | $1.02M | Sell |
12,742
-343
| -3% | -$26.2K | 0.52% | 30 |
|
|
2023
Q4 | $986K | Buy |
13,085
+25
| +0.2% | +$1.77K | 0.59% | 27 |
|
|
2023
Q3 | $900K | Sell |
13,060
-2,084
| -14% | -$149K | 0.6% | 27 |
|
|
2023
Q2 | $1.1M | Buy |
15,144
+83
| +0.6% | +$6.03K | 0.76% | 23 |
|
|
2023
Q1 | $1.08M | Sell |
15,061
-738
| -5% | -$51.6K | 0.84% | 22 |
|
|
2022
Q4 | $1.04M | Sell |
15,799
-10
| -0.1% | -$626 | 0.93% | 18 |
|
|
2022
Q3 | $885K | Sell |
15,809
-209
| -1% | -$13K | 0.88% | 18 |
|
|
2022
Q2 | $1M | Sell |
16,018
-572
| -3% | -$38.9K | 0.94% | 18 |
|
|
2022
Q1 | $1.22M | Hold |
16,590
| – | – | 0.78% | 23 |
|
|
2021
Q4 | $1.3M | Sell |
16,590
-153
| -0.9% | -$12.1K | 0.76% | 24 |
|
|
2021
Q3 | $1.31M | Sell |
16,743
-201
| -1% | -$16.1K | 0.81% | 20 |
|
|
2021
Q2 | $1.34M | Sell |
16,944
-642
| -4% | -$51K | 0.8% | 21 |
|
|
2021
Q1 | $1.33M | Sell |
17,586
-60
| -0.3% | -$4.52K | 0.88% | 17 |
|
|
2020
Q4 | $1.29M | Sell |
17,646
-246
| -1% | -$16.8K | 0.89% | 17 |
|
|
2020
Q3 | $1.14M | Buy |
17,892
+97
| +0.5% | +$6.21K | 0.91% | 18 |
|
|
2020
Q2 | $1.08M | Sell |
17,795
-11,402
| -39% | -$659K | 0.93% | 19 |
|
|
2020
Q1 | $1.56M | Sell |
29,197
-178
| -0.6% | -$11.3K | 1.62% | 15 |
|
|
2019
Q4 | $2.04M | Sell |
29,375
-262
| -0.9% | -$17.7K | 1.22% | 19 |
|
|
2019
Q3 | $1.93M | Sell |
29,637
-119
| -0.4% | -$7.67K | 1.71% | 13 |
|
|
2019
Q2 | $1.96M | Sell |
29,756
-41,087
| -58% | -$2.69M | 1.95% | 13 |
|
|
2019
Q1 | $4.59M | Buy |
70,843
+37,055
| +110% | +$2.33M | 1.93% | 15 |
|
|
2018
Q4 | $1.99M | Sell |
33,788
-543
| -2% | -$33.9K | 2.07% | 14 |
|
|
2018
Q3 | $2.33M | Hold |
34,331
| – | – | 2.18% | 13 |
|
|
2018
Q2 | $2.3M | Sell |
34,331
-4,401
| -11% | -$309K | 2.63% | 13 |
|
|
2018
Q1 | $2.7M | Sell |
38,732
-1,459
| -4% | -$104K | 2.25% | 13 |
|
|
2017
Q4 | $2.83M | Buy |
+40,191
| New | +$2.79M | 2.32% | 11 |
|
Other funds holding EFA
NMIMC
Holistic Financial Partners's EFA Position: Q1 2026 in Review
Holistic Financial Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.35% in Q1 2026, selling an estimated $3.5K and leaving 9,863 shares worth $958K. The position accounts for 0.36% of the portfolio, ranked #42.
Holistic Financial Partners first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.59M in Q1 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Holistic Financial Partners held 9,863 shares of iShares MSCI EAFE ETF worth $958K as of Q1 2026.
- Holistic Financial Partners sold 35 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.5K.
- iShares MSCI EAFE ETF made up 0.36% of Holistic Financial Partners's portfolio in Q1 2026, its #42 holding.
- Holistic Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Holistic Financial Partners's iShares MSCI EAFE ETF position peaked at $4.59M in Q1 2019.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.