Parcion Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Parcion Private 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	$1.08M	Hold	10,380	–	–	0.06%	180
2026 Q2	$1.08M	Buy	10,380 +2,200	+27%	+$226K	0.06%	163
2026 Q1	$795K	Hold	8,180	–	–	0.05%	182
2025 Q4	$786K	Hold	8,180	–	–	0.05%	176
2025 Q3	$764K	Buy	8,180 +370	+5%	+$33.6K	0.05%	155
2025 Q2	$698K	Hold	7,810	–	–	0.05%	147
2025 Q1	$638K	Hold	7,810	–	–	0.05%	149
2024 Q4	$591K	Hold	7,810	–	–	0.05%	148
2024 Q3	$653K	Sell	7,810 -200	-2%	-$16.1K	0.05%	140
2024 Q2	$627K	Buy	8,010 +249	+3%	+$19.7K	0.06%	123
2024 Q1	$620K	Hold	7,761	–	–	0.05%	126
2023 Q4	$585K	Hold	7,761	–	–	0.05%	129
2023 Q3	$535K	Buy	+7,761	New	+$556K	0.06%	131
2022 Q4	–	Sell	-17,885	Closed	-$1M	–	201
2022 Q3	$1M	Sell	17,885 -147,934	-89%	-$9.22M	0.11%	118
2022 Q2	$10.5M	Sell	165,819 -204,538	-55%	-$13.9M	1.04%	29
2022 Q1	$27.3M	Buy	+370,357	New	+$27.7M	2.55%	13
2021 Q4	–	Sell	-7,911	Closed	-$633K	–	196
2021 Q3	$633K	Hold	7,911	–	–	0.06%	135
2021 Q2	$624K	Sell	7,911 -1,266	-14%	-$101K	0.06%	133
2021 Q1	$696K	Sell	9,177 -386	-4%	-$29.1K	0.08%	125
2020 Q4	$698K	Sell	9,563 -690	-7%	-$47.2K	0.09%	113
2020 Q3	$655K	Hold	10,253	–	–	0.1%	112
2020 Q2	$644K	Buy	10,253 +4,448	+77%	+$257K	0.11%	108
2020 Q1	$310K	Buy	5,805 +2,167	+60%	+$138K	0.09%	134
2019 Q4	$253K	Buy	+3,638	New	+$246K	0.06%	175

Other funds holding EFA

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Parcion Private Wealth's EFA Position: Q3 2026 in Review

Parcion Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 10,380 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #180.

Parcion Private Wealth first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. The position peaked at $27.3M in Q1 2022. 1,833 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Parcion Private Wealth held 10,380 shares of iShares MSCI EAFE ETF worth $1.08M as of Q3 2026.
Parcion Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.06% of Parcion Private Wealth's portfolio in Q3 2026, its #180 holding.
Parcion Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
Parcion Private Wealth's iShares MSCI EAFE ETF position peaked at $27.3M in Q1 2022.
1,833 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.