InvesTrust
EFA icon

InvesTrust’s iShares MSCI EAFE ETF EFA Stock Holding History

InvesTrust’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 		$995K Sell
9,574
-74
-0.8% -$7.84K 0.4% 62
2026
Q2 		$1M Sell
9,648
-50
-0.5% -$5.14K 0.39% 67
2026
Q1 		$942K Buy
9,698
+270
+3% +$27K 0.4% 65
2025
Q4 		$905K Buy
9,428
+515
+6% +$48.8K 0.35% 65
2025
Q3 		$832K Buy
8,913
+40
+0.5% +$3.64K 0.3% 69
2025
Q2 		$793K Buy
8,873
+419
+5% +$35.8K 0.31% 69
2025
Q1 		$691K Buy
8,454
+326
+4% +$26.3K 0.19% 70
2024
Q4 		$615K Buy
+8,128
New +$644K 0.17% 74

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

InvesTrust's EFA Position: Q3 2026 in Review

InvesTrust reduced its iShares MSCI EAFE ETF (EFA) stake by 0.77% in Q3 2026, selling an estimated $7.84K and leaving 9,574 shares worth $995K. The position accounts for 0.4% of the portfolio, ranked #62.

InvesTrust first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2026. 1,148 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • InvesTrust held 9,574 shares of iShares MSCI EAFE ETF worth $995K as of Q3 2026.
  • InvesTrust sold 74 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $7.84K.
  • iShares MSCI EAFE ETF made up 0.4% of InvesTrust's portfolio in Q3 2026, its #62 holding.
  • InvesTrust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's iShares MSCI EAFE ETF position peaked at $1M in Q2 2026.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.