McCarter Private Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

McCarter Private Wealth Services’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	$2.74M	Sell	26,412 -200	-0.8%	-$21.2K	0.93%	36
2026 Q2	$2.76M	Sell	26,612 -6,889	-21%	-$709K	0.95%	35
2026 Q1	$3.25M	Sell	33,501 -648	-2%	-$64.8K	1.41%	19
2025 Q4	$3.28M	Sell	34,149 -94	-0.3%	-$8.92K	1.47%	19
2025 Q3	$3.2M	Sell	34,243 -350	-1%	-$31.8K	1.64%	21
2025 Q2	$3.09M	Buy	+34,593	New	+$2.95M	1.77%	18

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

McCarter Private Wealth Services's EFA Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its iShares MSCI EAFE ETF (EFA) stake by 0.75% in Q3 2026, selling an estimated $21.2K and leaving 26,412 shares worth $2.74M. The position accounts for 0.93% of the portfolio, ranked #36.

McCarter Private Wealth Services first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.28M in Q4 2025. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

McCarter Private Wealth Services held 26,412 shares of iShares MSCI EAFE ETF worth $2.74M as of Q3 2026.
McCarter Private Wealth Services sold 200 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.2K.
iShares MSCI EAFE ETF made up 0.93% of McCarter Private Wealth Services's portfolio in Q3 2026, its #36 holding.
McCarter Private Wealth Services first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
McCarter Private Wealth Services's iShares MSCI EAFE ETF position peaked at $3.28M in Q4 2025.
773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.