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Noble Wealth Management PBC’s iShares MSCI EAFE ETF EFA Stock Holding History

Noble Wealth Management PBC’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 		$979K Buy
9,426
+10
+0.1% +$1.06K 0.44% 66
2026
Q2 		$978K Sell
9,416
-281
-3% -$28.9K 0.44% 64
2026
Q1 		$942K Buy
9,697
+40
+0.4% +$4K 0.47% 56
2025
Q4 		$927K Sell
9,657
-1,100
-10% -$104K 0.47% 56
2025
Q3 		$1M Buy
+10,757
New +$978K 0.53% 51
2025
Q1 		$1.49M Buy
18,236
+345
+2% +$27.8K 1.02% 28
2024
Q4 		$1.35M Buy
+17,891
New +$1.42M 0.94% 36

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Noble Wealth Management PBC's EFA Position: Q3 2026 in Review

Noble Wealth Management PBC increased its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q3 2026, buying an estimated $1.06K and bringing the position to 9,426 shares worth $979K. The position accounts for 0.44% of the portfolio, ranked #66.

Noble Wealth Management PBC first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2025. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Noble Wealth Management PBC held 9,426 shares of iShares MSCI EAFE ETF worth $979K as of Q3 2026.
  • Noble Wealth Management PBC bought 10 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.06K.
  • iShares MSCI EAFE ETF made up 0.44% of Noble Wealth Management PBC's portfolio in Q3 2026, its #66 holding.
  • Noble Wealth Management PBC first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares MSCI EAFE ETF position peaked at $1.49M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.