Members Wealth
EFA icon

Members Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Members Wealth’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 		$662K Buy
6,419
+650
+11% +$68.8K 0.33% 51
2026
Q2 		$599K Buy
5,769
+845
+17% +$86.9K 0.33% 54
2026
Q1 		$502K Sell
4,924
-615
-11% -$61.5K 0.3% 53
2025
Q4 		$557K Buy
5,539
+163
+3% +$15.5K 0.35% 52
2025
Q3 		$506K Buy
+5,376
New +$489K 0.32% 53
2025
Q1 		$371K Buy
4,537
+79
+2% +$6.37K 0.28% 67
2024
Q4 		$360K Buy
+4,458
New +$353K 0.27% 71
2024
Q2 		$476K Buy
+5,332
New +$422K 0.32% 57

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Members Wealth's EFA Position: Q3 2026 in Review

Members Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q3 2026, buying an estimated $68.8K and bringing the position to 6,419 shares worth $662K. The position accounts for 0.33% of the portfolio, ranked #51.

Members Wealth first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Members Wealth held 6,419 shares of iShares MSCI EAFE ETF worth $662K as of Q3 2026.
  • Members Wealth bought 650 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $68.8K.
  • iShares MSCI EAFE ETF made up 0.33% of Members Wealth's portfolio in Q3 2026, its #51 holding.
  • Members Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.