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Matthew Hamilton Rosenberg’s iShares MSCI EAFE ETF EFA Stock Holding History

Matthew Hamilton Rosenberg’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 		$113K Sell
1,090
-44
-4% -$4.66K 0.02% 331
2026
Q2 		$118K Hold
1,134
– – 0.02% 325
2026
Q1 		$110K Hold
1,134
– – 0.02% 307
2025
Q4 		$109K Sell
1,134
-10
-0.9% -$948 0.02% 313
2025
Q3 		$107K Sell
1,144
-8
-0.7% -$727 0.02% 319
2025
Q2 		$103K Sell
1,152
-665
-37% -$56.8K 0.02% 322
2025
Q1 		$149K Hold
1,817
– – 0.04% 239
2024
Q4 		$137K Hold
1,817
– – 0.04% 251
2024
Q3 		$152K Buy
1,817
+850
+88% +$68.4K 0.04% 239
2024
Q2 		$75.9K Sell
967
-850
-47% -$67.3K 0.02% 349
2024
Q1 		$144K Sell
1,817
-63
-3% -$4.82K 0.04% 244
2023
Q4 		$142K Hold
1,880
– – 0.04% 235
2023
Q3 		$130K Hold
1,880
– – 0.04% 248
2023
Q2 		$136K Sell
1,880
-322
-15% -$23.4K 0.05% 238
2023
Q1 		$157K Sell
2,202
-171
-7% -$12K 0.05% 225
2022
Q4 		$156K Buy
2,373
+20
+0.8% +$1.25K 0.05% 223
2022
Q3 		$132K Buy
2,353
+38
+2% +$2.37K 0.05% 230
2022
Q2 		$145K Buy
2,315
+26
+1% +$1.77K 0.05% 222
2022
Q1 		$168K Buy
2,289
+188
+9% +$14.1K 0.06% 216
2021
Q4 		$165K Hold
2,101
– – 0.06% 217
2021
Q3 		$164K Buy
2,101
+1,301
+163% +$104K 0.06% 198
2021
Q2 		$63K Buy
800
+539
+207% +$42.8K 0.03% 327
2021
Q1 		$20K Buy
261
+1
+0.4% +$75 0.01% 443
2020
Q4 		$19K Buy
260
+2
+0.8% +$137 0.01% 426
2020
Q3 		$16K Buy
258
+9
+4% +$576 0.01% 419
2020
Q2 		$15K Buy
+249
New +$14.4K 0.01% 443

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

Matthew Hamilton Rosenberg's EFA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI EAFE ETF (EFA) stake by 3.9% in Q3 2026, selling an estimated $4.66K and leaving 1,090 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #331.

Matthew Hamilton Rosenberg first reported a position in EFA in Q2 2020 and has held it in 26 quarters since. The position peaked at $168K in Q1 2022. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,090 shares of iShares MSCI EAFE ETF worth $113K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 44 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $4.66K.
  • iShares MSCI EAFE ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #331 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI EAFE ETF position peaked at $168K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.