Leverty Financial Group
EFA icon

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

Leverty 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 		$4.87M Sell
46,900
-70
-0.1% -$7.41K 0.89% 17
2026
Q2 		$4.88M Sell
46,970
-437
-0.9% -$44.9K 0.95% 14
2026
Q1 		$4.6M Sell
47,407
-322
-0.7% -$32.2K 1.02% 12
2025
Q4 		$4.58M Sell
47,729
-109
-0.2% -$10.3K 1.1% 11
2025
Q3 		$4.47M Buy
47,838
+865
+2% +$78.6K 1.16% 11
2025
Q2 		$4.2M Buy
46,973
+8
+0% +$683 1.25% 12
2025
Q1 		$3.84M Buy
46,965
+2,571
+6% +$207K 1.57% 10
2024
Q4 		$3.36M Sell
44,394
-2,289
-5% -$181K 1.71% 8
2024
Q3 		$3.9M Sell
46,683
-56
-0.1% -$4.51K 2.13% 7
2024
Q2 		$3.66M Sell
46,739
-653
-1% -$51.7K 2.17% 8
2024
Q1 		$3.78M Sell
47,392
-1,096
-2% -$83.8K 2.26% 8
2023
Q4 		$3.65M Sell
48,488
-2,298
-5% -$162K 2.32% 8
2023
Q3 		$3.5M Sell
50,786
-361
-0.7% -$25.9K 2.54% 8
2023
Q2 		$3.71M Sell
51,147
-355
-0.7% -$25.8K 2.7% 7
2023
Q1 		$3.68M Sell
51,502
-1,650
-3% -$115K 2.89% 7
2022
Q4 		$3.49M Sell
53,152
-12,822
-19% -$803K 2.98% 7
2022
Q3 		$3.7M Sell
65,974
-267
-0.4% -$16.6K 3.57% 5
2022
Q2 		$4.14M Sell
66,241
-1,266
-2% -$86.2K 3.86% 4
2022
Q1 		$4.97M Sell
67,507
-777
-1% -$58.1K 3.92% 3
2021
Q4 		$5.37M Buy
+68,284
New +$5.41M 4.14% 4

Other funds holding EFA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

Leverty Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.15% in Q3 2026, selling an estimated $7.41K and leaving 46,900 shares worth $4.87M. The position accounts for 0.89% of the portfolio, ranked #17.

Leverty Financial Group first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.37M in Q4 2021. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Leverty Financial Group held 46,900 shares of iShares MSCI EAFE ETF worth $4.87M as of Q3 2026.
  • Leverty Financial Group sold 70 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $7.41K.
  • iShares MSCI EAFE ETF made up 0.89% of Leverty Financial Group's portfolio in Q3 2026, its #17 holding.
  • Leverty Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • Leverty Financial Group's iShares MSCI EAFE ETF position peaked at $5.37M in Q4 2021.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.