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

MFA 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	$927K	Sell	8,925 -2	-0%	-$212	0.55%	51
2026 Q2	$927K	Buy	8,927 +381	+4%	+$39.2K	0.55%	50
2026 Q1	$830K	Buy	8,546 +229	+3%	+$22.9K	0.55%	55
2025 Q4	$799K	Buy	8,317 +142	+2%	+$13.5K	0.54%	52
2025 Q3	$763K	Hold	8,175	–	–	0.53%	51
2025 Q2	$731K	Buy	8,175 +431	+6%	+$36.8K	0.55%	48
2025 Q1	$633K	Sell	7,744 -939	-11%	-$75.7K	0.52%	49
2024 Q4	$657K	Buy	+8,683	New	+$688K	0.53%	50

Other funds holding EFA

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

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

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

Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MFA Wealth Services's EFA Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares MSCI EAFE ETF (EFA) stake by 0.02% in Q3 2026, selling an estimated $212 and leaving 8,925 shares worth $927K. The position accounts for 0.55% of the portfolio, ranked #51.

MFA Wealth Services first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $927K in Q2 2026. 651 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

MFA Wealth Services held 8,925 shares of iShares MSCI EAFE ETF worth $927K as of Q3 2026.
MFA Wealth Services sold 2 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $212.
iShares MSCI EAFE ETF made up 0.55% of MFA Wealth Services's portfolio in Q3 2026, its #51 holding.
MFA Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares MSCI EAFE ETF position peaked at $927K in Q2 2026.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.