IWS
EFA icon

Insight Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight Wealth Strategies’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 		$1.31M Sell
12,572
-1,311
-9% -$139K 0.13% 100
2026
Q2 		$1.43M Buy
13,883
+125
+0.9% +$12.9K 0.14% 97
2026
Q1 		$1.34M Buy
13,758
+695
+5% +$69.5K 0.15% 101
2025
Q4 		$1.25M Buy
13,063
+1,525
+13% +$145K 0.14% 100
2025
Q3 		$1.08M Buy
11,538
+1,497
+15% +$136K 0.13% 103
2025
Q2 		$896K Buy
10,041
+2,884
+40% +$246K 0.11% 102
2025
Q1 		$585K Buy
7,157
+329
+5% +$26.5K 0.08% 117
2024
Q4 		$516K Buy
6,828
+668
+11% +$52.9K 0.07% 119
2024
Q3 		$515K Sell
6,160
-272
-4% -$21.9K 0.07% 127
2024
Q2 		$504K Buy
6,432
+349
+6% +$27.6K 0.07% 131
2024
Q1 		$486K Sell
6,083
-167
-3% -$12.8K 0.07% 134
2023
Q4 		$471K Buy
6,250
+443
+8% +$31.3K 0.08% 132
2023
Q3 		$400K Buy
5,807
+586
+11% +$42K 0.08% 123
2023
Q2 		$379K Buy
5,221
+941
+22% +$68.3K 0.07% 118
2023
Q1 		$306K Buy
4,280
+61
+1% +$4.27K 0.06% 123
2022
Q4 		$277K Buy
4,219
+41
+1% +$2.57K 0.05% 125
2022
Q3 		$261K Hold
4,178
– – 0.05% 130
2022
Q2 		$261K Buy
4,178
+83
+2% +$5.65K 0.05% 130
2022
Q1 		$301K Buy
4,095
+211
+5% +$15.8K 0.04% 137
2021
Q4 		$306K Sell
3,884
-9,504
-71% -$753K 0.04% 135
2021
Q3 		$1.04M Sell
13,388
-348
-3% -$27.8K 0.15% 94
2021
Q2 		$1.08M Sell
13,736
-849
-6% -$67.4K 0.15% 88
2021
Q1 		$1.11M Sell
14,585
-4,233
-22% -$319K 0.15% 96
2020
Q4 		$1.37M Buy
18,818
+10,551
+128% +$722K 0.23% 62
2020
Q3 		$526K Buy
8,267
+1,066
+15% +$68.2K 0.1% 97
2020
Q2 		$438K Buy
7,201
+191
+3% +$11K 0.1% 94
2020
Q1 		$375K Sell
7,010
-223
-3% -$14.2K 0.1% 98
2019
Q4 		$502K Buy
7,233
+1,288
+22% +$87K 0.11% 123
2019
Q3 		$388K Buy
5,945
+24
+0.4% +$1.55K 0.09% 136
2019
Q2 		$389K Buy
5,921
+1,118
+23% +$73.2K 0.1% 123
2019
Q1 		$312K Buy
4,803
+107
+2% +$6.74K 0.09% 121
2018
Q4 		$276K Buy
+4,696
New +$293K 0.08% 119

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 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
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
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 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

Insight Wealth Strategies's EFA Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 9.4% in Q3 2026, selling an estimated $139K and leaving 12,572 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #100.

Insight Wealth Strategies first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.43M in Q2 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Insight Wealth Strategies held 12,572 shares of iShares MSCI EAFE ETF worth $1.31M as of Q3 2026.
  • Insight Wealth Strategies sold 1,311 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $139K.
  • iShares MSCI EAFE ETF made up 0.13% of Insight Wealth Strategies's portfolio in Q3 2026, its #100 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's iShares MSCI EAFE ETF position peaked at $1.43M in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.