Insight Advisors
EFA icon

Insight Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight 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
Q3 		$609K Hold
5,862
– – 0.11% 120
2026
Q2 		$609K Sell
5,862
-167
-3% -$17.2K 0.11% 123
2026
Q1 		$586K Buy
6,029
+1,794
+42% +$179K 0.11% 125
2025
Q4 		$407K Buy
4,235
+65
+2% +$6.16K 0.06% 177
2025
Q3 		$390K Sell
4,170
-3
-0.1% -$273 0.06% 182
2025
Q2 		$373K Sell
4,173
-51
-1% -$4.35K 0.06% 188
2025
Q1 		$345K Hold
4,224
– – 0.06% 191
2024
Q4 		$319K Sell
4,224
-340
-7% -$26.9K 0.05% 211
2024
Q3 		$382K Sell
4,564
-77
-2% -$6.2K 0.07% 197
2024
Q2 		$363K Buy
4,641
+419
+10% +$33.2K 0.07% 204
2024
Q1 		$337K Buy
4,222
+386
+10% +$29.5K 0.06% 216
2023
Q4 		$289K Buy
3,836
+237
+7% +$16.8K 0.06% 220
2023
Q3 		$248K Buy
3,599
+440
+14% +$31.5K 0.06% 235
2023
Q2 		$229K Buy
+3,159
New +$229K 0.05% 254

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Insight Advisors's EFA Position: Q3 2026 in Review

Insight Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 5,862 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #120.

Insight Advisors first reported a position in EFA in Q2 2023 and has held it in 14 quarters since. 812 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Insight Advisors held 5,862 shares of iShares MSCI EAFE ETF worth $609K as of Q3 2026.
  • Insight Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.11% of Insight Advisors's portfolio in Q3 2026, its #120 holding.
  • Insight Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.