MPS Loria Financial Planners’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 | $3.06M | Sell |
31,453
-1,798
| -5% | -$180K | 0.81% | 10 |
|
|
2025
Q4 | $3.19M | Buy |
33,251
+161
| +0.5% | +$15.3K | 0.82% | 13 |
|
|
2025
Q3 | $3.09M | Buy |
33,090
+72
| +0.2% | +$6.54K | 0.82% | 12 |
|
|
2025
Q2 | $2.95M | Buy |
33,018
+129
| +0.4% | +$11K | 0.87% | 12 |
|
|
2025
Q1 | $2.69M | Buy |
32,889
+2,432
| +8% | +$196K | 0.8% | 13 |
|
|
2024
Q4 | $2.3M | Buy |
30,457
+1,041
| +4% | +$82.4K | 0.68% | 14 |
|
|
2024
Q3 | $2.46M | Buy |
29,416
+400
| +1% | +$32.2K | 0.73% | 13 |
|
|
2024
Q2 | $2.27M | Buy |
29,016
+740
| +3% | +$58.6K | 0.73% | 13 |
|
|
2024
Q1 | $2.26M | Sell |
28,276
-1,798
| -6% | -$138K | 0.76% | 14 |
|
|
2023
Q4 | $2.27M | Sell |
30,074
-63
| -0.2% | -$4.45K | 0.8% | 11 |
|
|
2023
Q3 | $2.08M | Buy |
30,137
+617
| +2% | +$44.2K | 0.81% | 11 |
|
|
2023
Q2 | $2.14M | Sell |
29,520
-203
| -0.7% | -$14.7K | 0.8% | 12 |
|
|
2023
Q1 | $2.13M | Sell |
29,723
-3,964
| -12% | -$277K | 0.86% | 11 |
|
|
2022
Q4 | $2.21M | Sell |
33,687
-438,480
| -93% | -$27.5M | 0.98% | 11 |
|
|
2022
Q3 | $26.4M | Buy |
472,167
+441,711
| +1,450% | +$27.5M | 10.27% | 3 |
|
|
2022
Q2 | $1.9M | Sell |
30,456
-287
| -0.9% | -$19.5K | 0.86% | 11 |
|
|
2022
Q1 | $2.26M | Sell |
30,743
-3,554
| -10% | -$266K | 0.95% | 9 |
|
|
2021
Q4 | $2.7M | Buy |
34,297
+747
| +2% | +$59.2K | 1.1% | 9 |
|
|
2021
Q3 | $2.62M | Sell |
33,550
-1,104
| -3% | -$88.3K | 1.2% | 7 |
|
|
2021
Q2 | $2.73M | Sell |
34,654
-529
| -2% | -$42K | 1.26% | 6 |
|
|
2021
Q1 | $2.67M | Buy |
35,183
+521
| +2% | +$39.2K | 1.24% | 6 |
|
|
2020
Q4 | $2.54M | Sell |
34,662
-432
| -1% | -$29.5K | 1.14% | 8 |
|
|
2020
Q3 | $2.23M | Sell |
35,094
-152
| -0.4% | -$9.73K | 1.16% | 9 |
|
|
2020
Q2 | $2.15M | Sell |
35,246
-3,046
| -8% | -$176K | 1.15% | 9 |
|
|
2020
Q1 | $2.05M | Sell |
38,292
-2,186
| -5% | -$139K | 1.57% | 7 |
|
|
2019
Q4 | $2.81M | Sell |
40,478
-1,478
| -4% | -$99.8K | 1.66% | 8 |
|
|
2019
Q3 | $2.73M | Sell |
41,956
-3,652
| -8% | -$235K | 1.78% | 7 |
|
|
2019
Q2 | $3M | Buy |
45,608
+345
| +0.8% | +$22.6K | 1.92% | 7 |
|
|
2019
Q1 | $2.94M | Sell |
45,263
-15,280
| -25% | -$963K | 1.95% | 7 |
|
|
2018
Q4 | $3.56M | Buy |
60,543
+14,340
| +31% | +$896K | 2.55% | 8 |
|
|
2018
Q3 | $3.16M | Sell |
46,203
-519
| -1% | -$35K | 1.98% | 8 |
|
|
2018
Q2 | $3.13M | Buy |
46,722
+161
| +0.3% | +$11.3K | 3.15% | 7 |
|
|
2018
Q1 | $3.24M | Buy |
46,561
+3,831
| +9% | +$273K | 2.29% | 8 |
|
|
2017
Q4 | $3M | Sell |
42,730
-1,088
| -2% | -$75.6K | 2.05% | 8 |
|
|
2017
Q3 | $3M | Sell |
43,818
-67
| -0.2% | -$4.48K | 2.15% | 8 |
|
|
2017
Q2 | $2.91M | Buy |
+43,885
| New | +$2.84M | 1.95% | 9 |
|
Other funds holding EFA
NMIMC
MPS Loria Financial Planners's EFA Position: Q1 2026 in Review
MPS Loria Financial Planners reduced its iShares MSCI EAFE ETF (EFA) stake by 5.4% in Q1 2026, selling an estimated $180K and leaving 31,453 shares worth $3.06M. The position accounts for 0.81% of the portfolio, ranked #10.
MPS Loria Financial Planners first reported a position in EFA in Q2 2017 and has held it in 36 quarters since. The position peaked at $26.4M in Q3 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- MPS Loria Financial Planners held 31,453 shares of iShares MSCI EAFE ETF worth $3.06M as of Q1 2026.
- MPS Loria Financial Planners sold 1,798 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $180K.
- iShares MSCI EAFE ETF made up 0.81% of MPS Loria Financial Planners's portfolio in Q1 2026, its #10 holding.
- MPS Loria Financial Planners first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's iShares MSCI EAFE ETF position peaked at $26.4M in Q3 2022.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.