Larson Financial Group
EFA icon

Larson Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Larson Financial Group’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 		$4.19M Buy
40,373
+15,149
+60% +$1.6M 0.1% 163
2026
Q2 		$2.62M Sell
25,224
-1,958
-7% -$201K 0.07% 226
2026
Q1 		$2.64M Sell
27,182
-573
-2% -$57.3K 0.08% 194
2025
Q4 		$2.67M Buy
27,755
+269
+1% +$25.5K 0.09% 191
2025
Q3 		$2.57M Sell
27,486
-845
-3% -$76.8K 0.09% 193
2025
Q2 		$2.53M Sell
28,331
-4,401
-13% -$376K 0.1% 185
2025
Q1 		$2.68M Sell
32,732
-11,150
-25% -$899K 0.13% 150
2024
Q4 		$3.32M Sell
43,882
-2,071
-5% -$164K 0.17% 108
2024
Q3 		$3.84M Sell
45,953
-24,911
-35% -$2M 0.22% 93
2024
Q2 		$5.55M Sell
70,864
-7,943
-10% -$629K 0.38% 52
2024
Q1 		$6.29M Buy
78,807
+7,706
+11% +$589K 0.49% 42
2023
Q4 		$5.36M Sell
71,101
-2,461
-3% -$174K 0.47% 44
2023
Q3 		$5.07M Sell
73,562
-275
-0.4% -$19.7K 0.5% 45
2023
Q2 		$5.35M Buy
73,837
+34,929
+90% +$2.54M 0.53% 42
2023
Q1 		$2.78M Buy
38,908
+606
+2% +$42.4K 0.3% 61
2022
Q4 		$2.51M Sell
38,302
-7,709
-17% -$483K 0.3% 68
2022
Q3 		$2.58M Buy
46,011
+7,440
+19% +$464K 0.37% 49
2022
Q2 		$2.41M Buy
38,571
+183
+0.5% +$12.5K 0.42% 40
2022
Q1 		$2.82M Sell
38,388
-722
-2% -$54K 0.45% 39
2021
Q4 		$3.08M Buy
39,110
+505
+1% +$40K 0.49% 40
2021
Q3 		$3.01M Buy
38,605
+237
+0.6% +$19K 0.6% 33
2021
Q2 		$3.03M Sell
38,368
-74
-0.2% -$5.88K 0.7% 29
2021
Q1 		$2.92M Sell
38,442
-969
-2% -$73K 0.86% 25
2020
Q4 		$2.88M Sell
39,411
-3,740
-9% -$256K 0.98% 25
2020
Q3 		$2.75M Sell
43,151
-5,311
-11% -$340K 1.13% 24
2020
Q2 		$2.95M Buy
48,462
+28,017
+137% +$1.62M 1.4% 23
2020
Q1 		$1.09M Buy
20,445
+19,547
+2,177% +$1.24M 0.68% 34
2019
Q4 		$62K Buy
898
+223
+33% +$15.1K 0.04% 137
2019
Q3 		$44K Buy
675
+3
+0.4% +$193 0.03% 157
2019
Q2 		$44K Buy
672
+10
+2% +$654 0.03% 131
2019
Q1 		$43K Hold
662
– – 0.03% 124
2018
Q4 		$39K Buy
+662
New +$41.3K 0.04% 122

Other funds holding EFA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 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
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Larson Financial Group's EFA Position: Q3 2026 in Review

Larson Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 60% in Q3 2026, buying an estimated $1.6M and bringing the position to 40,373 shares worth $4.19M. The position accounts for 0.1% of the portfolio, ranked #163.

Larson Financial Group first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.29M in Q1 2024. 1,450 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Larson Financial Group held 40,373 shares of iShares MSCI EAFE ETF worth $4.19M as of Q3 2026.
  • Larson Financial Group bought 15,149 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.6M.
  • iShares MSCI EAFE ETF made up 0.1% of Larson Financial Group's portfolio in Q3 2026, its #163 holding.
  • Larson Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
  • Larson Financial Group's iShares MSCI EAFE ETF position peaked at $6.29M in Q1 2024.
  • 1,450 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.