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McCarley & Cook Financial Planners’s iShares MSCI EAFE ETF EFA Stock Holding History

McCarley & Cook Financial Planners’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 		$59.1K Hold
569
– – 0.04% 91
2026
Q2 		$59.1K Hold
569
– – 0.05% 87
2026
Q1 		$55.3K Hold
569
– – 0.05% 91
2025
Q4 		$54.6K Buy
+569
New +$54K 0.05% 82

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

McCarley & Cook Financial Planners's EFA Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 569 shares worth $59.1K. The position accounts for 0.04% of the portfolio, ranked #91.

McCarley & Cook Financial Planners first reported a position in EFA in Q4 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • McCarley & Cook Financial Planners held 569 shares of iShares MSCI EAFE ETF worth $59.1K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.04% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #91 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.