Paladin Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Paladin Advisory Group’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	$1.3M	Hold	12,505	–	–	0.88%	34
2026 Q2	$1.3M	Hold	12,505	–	–	0.86%	34
2026 Q1	$1.21M	Hold	12,505	–	–	0.92%	31
2025 Q4	$1.2M	Sell	12,505 -1,445	-10%	-$137K	0.88%	32
2025 Q3	$1.3M	Hold	13,950	–	–	1.02%	29
2025 Q2	$1.25M	Sell	13,950 -77	-0.5%	-$6.57K	0.95%	34
2025 Q1	$1.15M	Sell	14,027 -1,140	-8%	-$91.9K	0.92%	35
2024 Q4	$1.15M	Hold	15,167	–	–	0.88%	37
2024 Q3	$1.27M	Hold	15,167	–	–	0.94%	34
2024 Q2	$1.19M	Sell	15,167 -279	-2%	-$22.1K	0.93%	33
2024 Q1	$1.23M	Sell	15,446 -1,585	-9%	-$121K	0.97%	34
2023 Q4	$1.28M	Hold	17,031	–	–	1.06%	31
2023 Q3	$1.17M	Sell	17,031 -588	-3%	-$42.1K	0.99%	37
2023 Q2	$1.28M	Hold	17,619	–	–	1.02%	34
2023 Q1	$1.26M	Buy	+17,619	New	+$1.23M	1.05%	30
2022 Q2	–	Sell	-18,302	Closed	-$1.25M	–	345
2022 Q1	$1.36M	Buy	+18,302	New	+$1.37M	1.11%	29

Other funds holding EFA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Paladin Advisory Group's EFA Position: Q3 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 12,505 shares worth $1.3M. The position accounts for 0.88% of the portfolio, ranked #34.

Paladin Advisory Group first reported a position in EFA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2022. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Paladin Advisory Group held 12,505 shares of iShares MSCI EAFE ETF worth $1.3M as of Q3 2026.
Paladin Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.88% of Paladin Advisory Group's portfolio in Q3 2026, its #34 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's iShares MSCI EAFE ETF position peaked at $1.36M in Q1 2022.
2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.