MB, Levis & Associates
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MB, Levis & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

MB, Levis & Associates’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 		$17.6K Hold
170
– – 0.01% 146
2026
Q2 		$17.6K Buy
170
+3
+2% +$309 0.01% 149
2026
Q1 		$16.2K Hold
167
– – 0.01% 150
2025
Q4 		$16K Buy
167
+3
+2% +$285 0.01% 151
2025
Q3 		$15.3K Buy
+164
New +$14.9K 0.01% 150

Other funds holding EFA

Bank of New York Mellon
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

MB, Levis & Associates's EFA Position: Q3 2026 in Review

MB, Levis & Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 170 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #146.

MB, Levis & Associates first reported a position in EFA in Q3 2025 and has held it in 5 quarters since. 1,370 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • MB, Levis & Associates held 170 shares of iShares MSCI EAFE ETF worth $17.6K as of Q3 2026.
  • MB, Levis & Associates left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #146 holding.
  • MB, Levis & Associates first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,370 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.