NWF Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

NWF Advisory 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	$5.84M	Buy	56,195 +4,123	+8%	+$437K	0.54%	46
2026 Q2	$5.41M	Buy	52,072 +10,035	+24%	+$1.03M	0.51%	46
2026 Q1	$4.08M	Buy	42,037 +3,808	+10%	+$381K	0.46%	54
2025 Q4	$3.67M	Buy	38,229 +4,524	+13%	+$429K	0.41%	56
2025 Q3	$3.15M	Buy	33,705 +11,611	+53%	+$1.06M	0.35%	67
2025 Q2	$1.97M	Sell	22,094 -1,211	-5%	-$103K	0.24%	78
2025 Q1	$1.9M	Sell	23,305 -1,018	-4%	-$82K	0.27%	70
2024 Q4	$1.84M	Buy	24,323 +138	+0.6%	+$10.9K	0.27%	63
2024 Q3	$2.02M	Sell	24,185 -8,930	-27%	-$719K	0.29%	68
2024 Q2	$2.59M	Sell	33,115 -1,725	-5%	-$137K	0.41%	52
2024 Q1	$2.78M	Buy	34,840 +1,027	+3%	+$78.6K	0.46%	46
2023 Q4	$2.55M	Buy	33,813 +28,764	+570%	+$2.03M	0.51%	42
2023 Q3	$348K	Buy	5,049 +2,161	+75%	+$155K	0.08%	166
2023 Q2	$209K	Hold	2,888	–	–	0.05%	230
2023 Q1	$209K	Buy	+2,888	New	+$202K	0.05%	229

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 19.15% 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

NWF Advisory Services's EFA Position: Q3 2026 in Review

NWF Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 7.9% in Q3 2026, buying an estimated $437K and bringing the position to 56,195 shares worth $5.84M. The position accounts for 0.54% of the portfolio, ranked #46.

NWF Advisory Services first reported a position in EFA in Q1 2023 and has held it in 15 quarters since. 646 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

NWF Advisory Services held 56,195 shares of iShares MSCI EAFE ETF worth $5.84M as of Q3 2026.
NWF Advisory Services bought 4,123 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $437K.
iShares MSCI EAFE ETF made up 0.54% of NWF Advisory Services's portfolio in Q3 2026, its #46 holding.
NWF Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
646 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.