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Olistico Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Olistico Wealth’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 		$106K Hold
1,023
– – 0.04% 126
2026
Q2 		$106K Hold
1,023
– – 0.05% 127
2026
Q1 		$99.4K Hold
1,023
– – 0.05% 126
2025
Q4 		$98.2K Buy
+1,023
New +$97K 0.05% 122
2025
Q3 		– Sell
-1,023
Closed -$91.4K – 164
2025
Q2 		$91.4K Hold
1,023
– – 0.05% 129
2025
Q1 		$83.6K Sell
1,023
-52
-5% -$4.19K 0.05% 134
2024
Q4 		$81.3K Hold
1,075
– – 0.05% 136
2024
Q3 		$89.9K Hold
1,075
– – 0.05% 136
2024
Q2 		$84.2K Buy
+1,075
New +$85.2K 0.05% 137

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

Olistico Wealth's EFA Position: Q3 2026 in Review

Olistico Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 1,023 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #126.

Olistico Wealth first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Olistico Wealth held 1,023 shares of iShares MSCI EAFE ETF worth $106K as of Q3 2026.
  • Olistico Wealth left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #126 holding.
  • Olistico Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.