Mount Yale Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.94M | Buy |
102,375
+51,425
| +101% | +$5.15M | 0.23% | 96 |
|
|
2025
Q4 | $4.89M | Buy |
50,950
+31,623
| +164% | +$3M | 0.24% | 92 |
|
|
2025
Q3 | $1.8M | Sell |
19,327
-19,550
| -50% | -$1.78M | 0.13% | 174 |
|
|
2025
Q2 | $3.48M | Buy |
38,877
+5
| +0% | +$427 | 0.27% | 74 |
|
|
2025
Q1 | $3.18M | Sell |
38,872
-2,749
| -7% | -$222K | 0.27% | 79 |
|
|
2024
Q4 | $3.15M | Buy |
41,621
+2,211
| +6% | +$175K | 0.25% | 78 |
|
|
2024
Q3 | $3.3M | Buy |
39,410
+479
| +1% | +$38.5K | 0.32% | 75 |
|
|
2024
Q2 | $3.05M | Buy |
38,931
+914
| +2% | +$72.4K | 0.24% | 85 |
|
|
2024
Q1 | $3.04M | Sell |
38,017
-15,299
| -29% | -$1.17M | 0.23% | 96 |
|
|
2023
Q4 | $4.02M | Buy |
53,316
+16,031
| +43% | +$1.13M | 0.38% | 60 |
|
|
2023
Q3 | $2.57M | Sell |
37,285
-25
| -0.1% | -$1.79K | 0.28% | 80 |
|
|
2023
Q2 | $2.7M | Buy |
37,310
+6
| +0% | +$436 | 0.29% | 80 |
|
|
2023
Q1 | $2.67M | Sell |
37,304
-41,313
| -53% | -$2.89M | 0.3% | 80 |
|
|
2022
Q4 | $5.16M | Buy |
78,617
+43,687
| +125% | +$2.74M | 0.59% | 43 |
|
|
2022
Q3 | $1.96M | Sell |
34,930
-415
| -1% | -$25.9K | 0.26% | 91 |
|
|
2022
Q2 | $2.21M | Buy |
35,345
+1,038
| +3% | +$70.6K | 0.28% | 81 |
|
|
2022
Q1 | $2.52M | Sell |
34,307
-31,150
| -48% | -$2.33M | 0.27% | 79 |
|
|
2021
Q4 | $5.15M | Buy |
65,457
+29,630
| +83% | +$2.35M | 0.54% | 44 |
|
|
2021
Q3 | $2.79M | Sell |
35,827
-1,508
| -4% | -$121K | 0.32% | 77 |
|
|
2021
Q2 | $2.94M | Buy |
37,335
+511
| +1% | +$40.6K | 0.36% | 70 |
|
|
2021
Q1 | $2.79M | Sell |
36,824
-7,948
| -18% | -$598K | 0.36% | 70 |
|
|
2020
Q4 | $3.27M | Buy |
44,772
+4,406
| +11% | +$301K | 0.46% | 59 |
|
|
2020
Q3 | $2.57M | Sell |
40,366
-1,518
| -4% | -$97.1K | 0.37% | 66 |
|
|
2020
Q2 | $2.55M | Buy |
41,884
+590
| +1% | +$34.1K | 0.46% | 59 |
|
|
2020
Q1 | $2.21M | Buy |
41,294
+1,767
| +4% | +$112K | 0.5% | 48 |
|
|
2019
Q4 | $2.67M | Sell |
39,527
-2,346
| -6% | -$158K | 0.46% | 50 |
|
|
2019
Q3 | $2.86M | Sell |
41,873
-2
| -0% | -$129 | 0.51% | 44 |
|
|
2019
Q2 | $2.63M | Buy |
41,875
+1
| +0% | +$65 | 0.49% | 48 |
|
|
2019
Q1 | $2.72M | Hold |
41,874
| – | – | 0.51% | 46 |
|
|
2018
Q4 | $2.6M | Buy |
41,874
+4,472
| +12% | +$279K | 0.53% | 43 |
|
|
2018
Q3 | $2.41M | Sell |
37,402
-4,342
| -10% | -$293K | 0.42% | 54 |
|
|
2018
Q2 | $2.8M | Buy |
41,744
+1,220
| +3% | +$85.5K | 0.53% | 44 |
|
|
2018
Q1 | $2.82M | Buy |
+40,524
| New | +$2.89M | 0.61% | 40 |
|
Other funds holding EFA
NMIMC
Mount Yale Investment Advisors's EFA Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 101% in Q1 2026, buying an estimated $5.15M and bringing the position to 102,375 shares worth $9.94M. The position accounts for 0.23% of the portfolio, ranked #96.
Mount Yale Investment Advisors first reported a position in EFA in Q1 2018 and has held it in 33 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Mount Yale Investment Advisors held 102,375 shares of iShares MSCI EAFE ETF worth $9.94M as of Q1 2026.
- Mount Yale Investment Advisors bought 51,425 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $5.15M.
- iShares MSCI EAFE ETF made up 0.23% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #96 holding.
- Mount Yale Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.